Your med spa's books, invoicing, and finances. Completely off your plate.
Set up in minutes. An MBA-led team runs your books on autopilot. P&L by service line, injectable margins, and device break-even hit your inbox every Monday.
MBA-led team · No onboarding fee · 30-day satisfaction guarantee
Service-Line P&LMon 9:00 AM
Botox / Dysport$48,200 revenue
68.4%
Fillers$36,900 revenue
62.1%
Laser$22,400 revenue
71.8%
Body Contouring$14,100 revenue
38.2%
MBA-Led Team
Bank-Level Encryption
Read-Only Access
30-Day Guarantee
Works with the tools med spas already use
End to End
All-in-one CFO built for med spas.
Replace your patchwork of finance tools with a single system built from the ground up for med spas.
MBA-Led CFO Team
A real CFO reviews every number AI categorizes, every week. Not a queue. Not a chatbot.
Daily bookkeeping
Weekly P&L by service line
Direct CFO access
RC
MK
JS
PT
+ MBA team
CFO · 9:04 AM
Found a $45K Allergan invoice gap. Margin was 34%, not 80%.
Injectable economics, every Monday
Margin per syringe and days of inventory derived from vendor portals + POS consumption. Drift on biostim caught the same week the Galderma price hike landed.
Injectable margin, this week
69.2%
Botox / unit
$14 charge − $5.60 COGS
$8.40
HA Filler / syr
$850 charge − $502 COGS
$348
Biostim / syr
▼ Galderma price hike Mar 1
$258
Days of inventory
Target 14–28 d
18 d
Room utilization by week
All four treatment rooms tracked side-by-side. See which room is paying for itself and which is sitting idle, every Monday.
Every unit tracked by lot. Stockout alerts before you run dry. Expiration alerts before you toss product. Vendor rebate progress so you hit the next tier.
! Botox 200uNeed to fill soon
⏱ Vycross fillerExpiring soon
↑ Allergan Tier 2On track
$ Galderma ASPIREAccruing
✓ SculptraHealthy
Marketing ROI
Meta and Google ad spend matched to attributed revenue. AI flags creative fatigue and reallocates budget the same week — not at the end of the month.
M Meta Ads$3,420 spend3.3x
G Google Ads$1,980 spend3.4x
T TikTok Ads$420 spend1.0x
Blended ROAS3.2x
Total spend$5,820
Attributed revenue$18,640
nCAC · 28 new patients$208
How It Works
Live in 48 hours. Running on its own by Monday.
One 15-minute call. Your dashboard goes live before the end of the week.
01
Connect your accounts
One 15-minute call. Read-only access to your QuickBooks or Xero plus your injectable vendor portals. Nothing else changes in your accounts.
QuickBooks / XeroConnected
Allergan / GaldermaSyncing
Bank feedsConnected
Mindbody / ZenotiConnected
02
AI runs every night
Your dashboard is live in two days. AI categorizes every transaction overnight. A human reviews every number before you see it.
25 agents. Running nightly. Feeding each other data.
03
Back to running your practice
P&L in your inbox every Monday by 9 AM, broken out by service line. Direct CFO access any time.
Read-only access only. Encryption verified annually by Intuit and Xero. We see your data. We never move it.
Why Spa Ledger
Why your bookkeeper or QuickBooks can't do this.
Your bookkeeper reconciles for taxes. We reconcile for margins. AI categorizes transactions and matches your Allergan invoices to treatment volume every night. A human reviews every number before your Monday P&L goes out.
DIY QuickBooks
Generic Bookkeeper
Med Spa Bookkeeper ($795+/mo)
Spa Ledger ($499-599/mo)
Frequency
When you log in
Monthly
Monthly
Daily dashboard + weekly P&L
AI categorization + human review
No
No
No
Yes, every night
Injectable COGS tracked
No
No
Not standard
Yes, every week
Device break-even
No
No
No
Yes
Service-line P&L
No
No
No
Yes
Deferred revenue handled
No
No
Sometimes
Yes, from day one
Sales tax by service type
No
No
No
Yes
Simple Pricing
One plan. Two ways to pay.
Same weekly P&L either way. Annual saves $1,200 a year.
Monthly
$599/month
Month-to-month. No onboarding fee. 30-day satisfaction guarantee. Cancel anytime.
Mindbody and Zenoti track your revenue. They do not track your injectable product costs, your Allergan invoices, or your device lease payments. Spa Ledger works inside your QuickBooks or Xero and pulls in those additional data sources that your POS never touches.
Bookkeepers close the books once a month. Most have never looked at your Allergan invoice, never calculated your device break-even, and have never shown you which service line is compressing your margin. Most clients keep their existing bookkeeper and add Spa Ledger on top. Your bookkeeper handles compliance. We handle the CFO layer.
When you sell a package, cash collected is a liability, not revenue, until services are delivered. QuickBooks records it as revenue when collected by default. That inflates apparent profitability and obscures which service lines are actually performing. We separate earned from deferred from day one.
Yes. For practices with two or more injectors, we track revenue per provider against their cost. Most owners answer the provider question by gut. We give you the math.
An MSO and PC structure separates the business management and clinical functions of a practice, required under corporate practice of medicine laws in many states. The intercompany management fee must be categorized correctly from day one or it creates tax and compliance issues. Note it on the intake form. We handle it.
Under IRC Section 213(d)(9), cosmetic procedures are excluded from deductible medical care. The same service performed for a medical reason may qualify as deductible. This affects FSA/HSA eligibility for your patients and, in most states, your sales tax obligations. A general bookkeeper treats all of it the same. We do not.
No. We work inside QuickBooks Online or Xero. You keep your existing account. We get read-only access. Nothing moves, nothing changes on your end.
No. That is exactly what we fix. Messy books are the most common starting point. We run a cleanup pass in your first week so everything is current before your dashboard goes live.
You do not leave your current bookkeeper. Spa Ledger operates alongside them. Your bookkeeper continues handling compliance and monthly close. We get read-only access to your existing QuickBooks or Xero and add the CFO layer on top. Onboarding takes 48 hours on our end. Nothing changes on yours.
Acquirers and investors review three years of clean, auditable financials before any conversation moves forward. Most owners start cleaning their books after an offer arrives. The ones who are prepared before the conversation get better terms and fewer surprises in due diligence. We can have your books acquisition-ready at any point.
Yes. Multi-location practices receive a separate P&L for each location alongside a consolidated view. Location-level P&L is the only reliable way to know which location to replicate before you sign a third lease. One retainer covers both.
Three things: your QuickBooks Online or Xero login, a list of your injectable vendor accounts (Allergan, Galderma, Merz, and any others), and your device lease documents if you have financed equipment. If your books are behind or disorganized, that is not a barrier. We run the cleanup pass. The 15-minute connection call is the only active step on your end.
From the Blog
Benchmarks every med spa owner should have memorized.
A well-run single-location medical spa should produce 27.6% EBITDA at $1.5 million in annual revenue. Most practices run 8 to 14 points below that because injectable COGS, labor drift, and device lease costs are never reconciled against service revenue.
Labor above 42% of revenue is a warning. Above 50%, the practice loses money on every new dollar of growth. Most owners discover the drift in April, 15 months after it started.
QuickBooks records package revenue when cash is collected, not when services are delivered. That inflates your apparent profitability and hides which service lines are actually underwater.