Our Services
Where financial clarity
meets growth strategy
You’ve built a thriving medspa, but when it comes to the numbers... it feels like a guessing game. That ends here. We offer high-touch financial consulting designed specifically for beauty and wellness entrepreneurs.
Financial Clarity Snapshot
Know your numbers. Unlock your next level.
Running a med spa means juggling a lot. But your finances shouldn’t be a mystery. The Financial Clarity Snapshot gives you a clear, concise look at what’s working in your business and where you may be leaving money on the table.
What You Get for just $597
📅 3-Page Financial Snapshot
Get a 100% customized report with visual insights on your most important metrics—revenue trends, profitability, client retention, and more. We’ll highlight strengths, red flags, and untapped opportunities.
📞 30-Minute Review Call
We’ll walk through your snapshot together and unpack what the numbers are telling you—so you leave the call with clarity and next steps tailored to your business goals.
📈 Personalized Recommendations
You’ll receive strategic, actionable guidance to improve profit, cash flow, or capacity—no fluff, just data-backed insights you can act on right away.
Who is This For?
This is perfect for you if:
You feel like you're working hard but not seeing it translate into cash flow
You want expert eyes on your numbers without a long-term commitment
You’re not sure what financial metrics to be watching—and why they matter
You're generating solid revenue but want more clarity on what's driving profit
Why It Matters
📉 Stop the guesswork
📈 Spot areas of missed revenue
🎯 Align your financials with your growth goals
Whether you’re thinking about raising prices, adding providers, or opening a second location—this snapshot will give you the clarity to move forward confidently.
Ready to See the Full Picture?
Let’s break down the numbers behind your business and unlock your next level.
fractional cfo - ongoing partnership
💼 1:1 Financial Strategy
✓ Monthly call to review financials and track key performance metrics
✓ Map out clear, actionable next steps to improve cash flow & profitability
✓ Celebrate wins and identify growth opportunities
✓ Unlimited email support between sessions
📊 Customized Financial
Reports & Insights
✓ Receive easy-to-understand financial summaries tailored to your business
✓ Get expert interpretation of your numbers so you know exactly what to focus on
🤝 Accountability
& Support
✓ Ongoing check-ins to keep you on track
✓ Unlimited email support between meetings
Who is This For?
You’re committed to taking your business to the next level and want a strategic partner to help you get there
You’re ready to invest both time and money into scaling profitably and sustainably
You’re juggling too many roles and want to delegate the financial strategy piece to an expert you can trust
You have bold goals—like expanding to a second location, hiring a full-time team, or increasing your personal income—and need a roadmap to get there
You want consistent, high-level support—not just a one-time review—so you can stay accountable and keep momentum
You’re looking for more than reports—you want insights, action plans, and a sounding board for your biggest business decisions
Outcome: Feel clear, empowered, and in control of your financial future.
Limited spots available—this is a highly personalized service.
Financial Clarity Call
Before committing, let’s ensure we’re a great fit! This free call is a no-pressure opportunity to: