Bookkeeping built for the people in scrubs.
For owner-operated med spas doing $300k to $3M. SpaCFO tracks every vial, every membership, and every service in QuickBooks the right way — so you finally see real margin per injector and per service.
No deck. No pitch. We look at your last P&L and tell you exactly what we'd fix in 30 days.
Five questions every med spa owner should be able to answer in 60 seconds.
If any of these feel fuzzy right now, that's normal — and that's exactly the gap SpaCFO closes.
What's my real margin per injector?
Imagine seeing it cleanly: Sarah at 78%, Jen at 71%, with the dollar gap on one report. That clarity is the whole point of SpaCFO — and it shows up in your books in month two.
Why doesn't my Mindbody match my QuickBooks?
Three settings usually drift over time. We reset all three in week one — daily-summary sync, tips through a liability account, memberships as deferred revenue. Deposits tie out by penny.
How much sales tax do I actually owe?
Different states tax injectables, retail, and services differently. We map your POS to the right rules so you collect the right amount, every time, with zero guessing.
What's actually on my injectable shelf?
After 30 days with SpaCFO, you can open QuickBooks Monday morning and see Botox units, filler syringes, and weight-loss vials by exact dollar value — with expiration dates flagged.
Are my injectors classified the right way?
We run an IRS-style W-2 vs 1099 review on every Growth+ engagement and give you a clean remediation plan if anything needs to shift. Audit risk goes from unknown to handled.
Want to see the answers in your own books? The first step is a 30-minute call. Free. Honest read on where you are.
Book the callEverything a med spa needs in its books — done for you.
SpaCFO wraps the full stack: bookkeeping, injectable inventory, POS sync, sales tax, and a CFO in your corner. One flat fee. Built for owner-operated spas.
See the pricing tiers- ✓A med spa chart of accounts built around your services — Botox, filler, weight loss, IV, retail, memberships, all separate
- ✓Mindbody, Boulevard, Vagaro, Zenoti, or Square wired into QuickBooks the right way
- ✓Per-product COGS so Botox margin, filler margin, and retail margin show up on every P&L
- ✓Service-level P&L: injectables vs facials vs memberships vs retail
- ✓Per-injector revenue and margin every month
- ✓Sales tax tracked, computed, and (on Growth+) filed for you
- ✓A clean owner-use account so personal injections never pollute your COGS
- ✓Monthly close by the 15th — P&L, Balance Sheet, cash report
- ✓1099 vs W-2 review for your injectors and front-desk team
A real client P&L, after we wired it up.
A $1.4M spa in Texas couldn't see margin by service when we started. By month two, every line was answering a question her CPA had been asking for years.
That's what your numbers look like with SpaCFO. The next step is the same for every spa: a 30-minute call.
Pick the tier that matches where you are.
Every tier is owned by Cory and his team. Same standards across all three. The only difference is depth.
Essentials
Clean books and a clean monthly close.
Best for owner-operators under $750k.
- Monthly QBO categorization & reconciliation
- POS-to-QBO sync configured & monitored
- Sales tax tracked (you file)
- P&L + Balance Sheet by the 15th
- Quarterly 30-min review call
- Email support, 48hr response
Growth
Margin clarity by injector and by service.
Best for $750k–$2M spas.
- Everything in Essentials
- Injectable inventory wired to QBO
- Service-level + per-injector P&L
- Sales tax filed in 1 state
- Monthly 30-min CFO review
- Annual budget + cash forecast
- Slack or text support, same-day response
Advisory
A CFO in your corner — built for what's next.
Best for $1.5M–$3M spas eyeing growth, second location, or sale.
- Everything in Growth
- Rolling 13-week cash dashboard
- KPI scorecard: provider hour, attach rate, retention
- Quarterly 90-min strategy session
- 1099 vs W-2 remediation plan
- Sale-readiness package on demand
- Direct line to Cory
Cleanup catch-up quoted separately, capped at 2x monthly. 90-day satisfaction guarantee on every tier.
Not ready for a call? Start with the chart.
The Med Spa Chart of Accounts your CPA will thank you for. PDF guide plus the QuickBooks .iif import file. Every COGS sub-account for Botox, filler, weight loss, retail, and IV is pre-built. So is the owner-use bucket. Drop it in and you're set.
- 1Revenue accounts for every service category
- 2Mirrored COGS so margin shows up automatically
- 3Owner-use, friends-and-family, shrinkage buckets
- 4QBO
.iifimport + 1-page setup guide
Free. No credit card. We'll email the PDF + QuickBooks .iif import file directly.
What owners ask before they say yes.
How fast do you get my books cleaned up?
Most cleanups take 2–6 weeks for a single year. We start the monthly engagement clean — never on top of a mess. Cleanup is quoted as a flat fee, capped at 2x your monthly. So you know the number before you say yes.
Do you do my taxes too?
We do clean monthly books and CFO-level reporting. Your CPA files the return with a tidy package from us — trial balance, depreciation schedule, and supporting docs. Most CPAs love getting our handoff. If you don't have one, we'll refer one in your state.
Which POS systems do you support?
Mindbody, Boulevard, Vagaro, Zenoti, AestheticRecord, Square for Beauty, Symplast, PatientNow, and Nextech. If you're on something we haven't seen yet, we'll learn it — med spa POS is a small world.
What if I have a second location coming?
Growth and Advisory tiers are built to flex when you do. We add class tracking and location-level reporting so the second location plugs in cleanly — without rebuilding your books.
How is med spa bookkeeping different from regular bookkeeping?
Three reasons: injectable inventory ($40k–$120k of perishable, high-cost product), state-by-state sales tax with retail vs service nuance, and the owner-use bucket that keeps personal injections out of COGS. SpaCFO is the only tier built around those three.
Do you serve med spas outside Utah?
Yes. We work nationwide. Sales tax filing is included in 1 state on Growth ($75/mo for each additional state).
30 minutes. Honest read. Yours either way.
On the call we'll look at one of your monthly statements and walk you through the exact things SpaCFO would fix in your first 30 days. If we're a fit, you'll know. If we're not, you'll know that too — and you walk away with a list of leaks either way.
You'll meet with
Cory Salisbury
Book your free SpaCFO call.
30 minutes. We'll find at least one leak in your books on the call — free.
What we'll cover
- A 10-minute look at where your numbers are today.
- 3 specific profit leaks I'd chase first for a business your size.
- Whether we're a fit — honest yes or no, no pressure either way.
Pick a date
Weekdays, 11:00 AM – 2:00 PM MT
“Recovered $34,000 in forgotten retainage in Q1.” — Rachel K. · specialty trade, 8 GCs