Service Description

Goal: Regain financial clarity, stop revenue leaks, and create a system for ongoing profitability. Timeline: 6-8 Weeks Overview: Take control of your medspa’s financial foundation with a complete analysis and optimization plan designed to uncover hidden costs, streamline spending, and establish reliable profit systems. This focused engagement delivers measurable results and sets the stage for long-term success. Program Timeline Weeks 1–4: Financial Audit Review P&L, payroll, vendor contracts, and recurring expenses Assess service pricing and profitability per treatment Deliverable: Comprehensive Financial Health Report Weeks 4–5: Budget & Cash Flow Planning Build or refine a budget aligned with your growth goals Implement a clear, trackable cash flow management system Deliverable: Custom Budget & Cash Flow Plan Week 6: Vendor & Payroll Optimization Negotiate vendor agreements to capture savings Audit payroll for accuracy, compliance, and efficiency Deliverable: Cost Savings & Payroll Audit Report Weeks 7–8: KPI Dashboard Setup Design key performance dashboards to track revenue, provider productivity, and patient retention Train your team to monitor and respond to the right metrics Deliverable: Financial KPI Dashboard Checklist of Outcomes ✔ Financial audit completed ✔ Budget & cash flow plan delivered ✔ Vendor contracts optimized ✔ Payroll audit finalized ✔ KPI dashboard implemented