Bookkeeping for Beauty & Wellness Professionals

For medical and wellness providers, we follow HIPAA-sensitive practices and understand what should (and shouldn’t) be documented to protect client confidentiality.

We’ll help you manage cash flow while tracking reimbursements, co-pays, and adjustments, so you always know what’s been billed, paid, or still pending.

We work with the tools you already use—Vagaro, GlossGenius, Square, Jane, SimplePractice, TherapyNotes, and more—syncing your sales and appointment data into QuickBooks Online.

We set up systems for tracking booth rental agreements, stylist commissions, tips, and daily cash—plus back bar and product inventory.

From rent and utilities to product orders and memberships, we’ll help keep payables organized and on time.

We provide clear reports on revenue, expenses, profit margins, and service trends—so you know what’s working and where to grow.

We prepare clean, accurate books and year-end records, so tax season is stress-free for you and your CPA.

Absolutely. We work with hair salons, nail salons, day spas, medspas, and full-service beauty businesses. From POS integration and tip tracking to managing cash flow, we set up systems that keep your salon or spa running smoothly.

Yes! We regularly support massage therapists, estheticians, yoga studios, nutritionists, mental health counselors, wellness coaches, and holistic wellness centers. No matter how you serve clients, we’ll help keep your finances organized and compliant.

Definitely. We track reimbursements, co-pays, and patient balances while following HIPAA-sensitive practices. That means your financial records stay accurate, compliant, and protected—giving you peace of mind.

Yes! We specialize in setting up simple, stress-free systems for solo professionals. From booth rent agreements to daily tip tracking, we’ll keep your finances clear and organized so you can focus on your clients.

Many beauty and wellness businesses earn revenue from both services and product sales. We’ll help you track these streams separately—monitoring inventory, managing sales tax, and showing you exactly how each area of your business is performing.

Good bookkeeping means tax season is no longer a scramble. We’ll keep your books accurate year-round by tracking deductible expenses, reconciling income, and staying on top of sales tax. When it’s time to file, your CPA will have everything ready—and you’ll avoid the last-minute stress.