
Med Spa & Wellness Clinic Accounting in Northern Virginia & DC
You're growing a practice that blends clinical expertise with business—but your books haven't kept up.
We help med spa and wellness clinic owners get clean financials, understand profitability, and plan for taxes—without the chaos.
Who We Help
We work with wellness and aesthetic practice owners who:
Our clients typically:
Common Challenges We See
Most med spa and wellness owners come to us dealing with:
Mixed revenue streams.
You have service income, product sales, and maybe memberships—but can't easily see what's driving profit.
Books that don't match reality.
Your POS says one thing, the bank balance says another, and bookkeeping is somewhere in between.
Confusing owner compensation.
Salary vs distributions vs bonuses feels murky, and you're not sure what's tax-efficient or sustainable.
Growing pains.
Adding providers, locations, or services without clear financial visibility on what's working.
Surprise tax bills.
You're profitable, but you only hear from your prior accountant at tax time—and it's usually bad news.
What We Provide
Bookkeeping & Monthly Close
Tax Preparation
Tax Planning & Advisory
We Help You Answer Questions Like:
"Can we afford to hire another provider or add services?"
"Is the practice actually profitable, or am I just busy?"
"What should I be paying myself, and is it sustainable?"
"Are we ready to open a second location?"
How We Start Working Together
A clear, simple path to getting your books and taxes handled.
20-Minute Intro Call
We learn about your practice, your current setup, and whether we're a good fit.
Books & Systems Review
We review your QuickBooks, recent tax returns, and financial picture to see where things stand.
Cleanup & Setup
If needed, we quote a one-time cleanup so your books are accurate going forward.
Ongoing Rhythm
Monthly bookkeeping closes, quarterly check-ins, and tax prep when it's time.
Related Services
Keep your books current and accurate every month.
Optimize your business structure and how you pay yourself.
Full preparation of Form 1120-S for your practice.
Ready to Get Your Practice's Finances in Order?
Schedule a free 20-minute call to see if we're a good fit for your med spa or wellness clinic.
Book a Free CPA Call