Bookkeeping & financial operations for med spas
Beautiful books for a more profitable med spa.
Treatments, memberships, packages, product sales and provider pay all move through a med spa differently. Sumday organizes them into clear monthly books and reporting, so you can see what each service, provider and location really contributes.
- Treatment & retail revenue
- Memberships & packages
- Provider compensation
Why med spa finances are different
Generic bookkeeping misses the details.
These are the areas where med spas most often need more than a standard setup.
Revenue arrives before it’s earned
Packages, prepaid series and gift cards are collected up front and delivered over months. Recording them correctly shows the revenue you have actually earned — and what you still owe clients.
Memberships blur the monthly picture
Recurring memberships, banked credits and cancellations need consistent treatment so monthly revenue is comparable over time.
Product costs hide in the treatment room
Injectables, consumables and retail stock are significant costs. Tracking them properly reveals true treatment margins.
Provider pay is rarely simple
Hourly, salary, commission and per-treatment arrangements make payroll and margin analysis harder than in most businesses.
What we cover
You focus on the work. We focus on the numbers.
Treatment & service revenue
Revenue organized by service category so you can compare injectables, laser, facials, body treatments and more.
- Practice-management and POS reconciliation
- Service-category revenue reporting
- Card processor fees and payouts matched to deposits
- Refunds, discounts and promotions recorded consistently
Memberships, packages & gift cards
Prepaid revenue tracked as a liability until services are delivered, then recognized as earned.
- Membership revenue and banked credits
- Package and series balances
- Gift card liability tracking
- Membership churn and recurring revenue views
Inventory & product costs
Clinical consumables and retail products tracked so margins reflect what each treatment really costs.
- Injectable and consumable cost tracking
- Retail product sales and COGS
- Periodic inventory count support
- Vendor and supplier bill management
Provider compensation & payroll
Payroll coordinated with your provider and recorded so labor cost lines up with revenue.
- Commission and per-treatment pay calculations prepared for approval
- Payroll entries reconciled to provider reports
- Contractor and employee cost separation
- Labor cost as a share of service revenue
MULTI-LOCATION MED SPAS
Growing to a second location — or a tenth?
Each location should have its own clear picture, and the group should roll up cleanly. Sumday structures your books by location so you can compare performance, allocate shared costs and plan the next opening with confidence.
- Location-level P&L and KPIs
- Shared-cost allocation rules you approve
- Consolidated group reporting
- New-location budgeting with fractional CFO support
Your financial picture
Know what’s working. Grow what works.
After each monthly close, your reporting can include views designed around how med spas operate, where your data supports them.
Reporting built for med spas
- Revenue by service category
- Membership and package liability
- Provider productivity and compensation ratios
- Product cost and retail margin
- Location-level P&L
- Cash flow and upcoming obligations
Recommended services
Everything you need. Nothing you don’t.
Accounting & Bookkeeping
Monthly books, reconciliations, close and financial statements you can rely on.
Learn more Add-onHR & Payroll
Payroll coordination, compensation tracking and clean payroll entries in your books.
Learn more Add-onAccounts Payable
Bill intake, approvals and scheduled vendor payments with a clear audit trail.
Learn more Add-onFinancial Dashboards
Clear dashboards built on your reconciled books, focused on the numbers you use.
Learn more Add-onTax Coordination
Tax-ready records and organized collaboration with your licensed tax professional.
Learn more AdvisoryFractional CFO
Cash-flow strategy, forecasting and financial leadership for your next stage.
Learn moreHow it works
Three steps to brighter financial days.
Tell us about your business
A short consultation about your med spa, your systems and your goals.
Confirm your plan
Use the universal plan builder or receive a proposal for advisory work. Scope is agreed before anything starts.
Get organized
After agreement and payment confirmation, you’ll receive secure onboarding instructions.
Questions
For med spas owners.
Do you work with my practice-management software?
We reconcile from the sales and payout reports your practice-management or POS system produces. Compatibility with your specific system is confirmed during your consultation.
How do you handle prepaid packages and memberships?
Prepaid amounts are tracked as a liability and recognized as services are delivered, using a method agreed with you and your tax professional.
Can you calculate provider commissions?
We can prepare commission and per-treatment pay calculations from your agreed rules for your approval before payroll.
Do you handle medical billing or insurance claims?
No. Sumday focuses on bookkeeping and financial operations, not medical billing, coding or insurance claims. We do not need access to patient health records.
Ready for clearer numbers?
Let’s talk about your med spa.
Tell us a little about your business and we’ll recommend the right combination of bookkeeping, financial operations and strategic support.
Better numbers. Brighter days.
Your next chapter starts here.
Financial clarity for every stage of your med spa.