Do you handle medical billing or insurance claims?

No. Dial provides financial bookkeeping and reporting only. We don't provide medical billing, insurance reimbursement, or healthcare regulatory compliance services.

Can you track product and supply costs separately from other expenses?

Yes. We set up and maintain expense categories that separate treatment supplies, retail inventory purchases, and general operating costs, so your reports show a clearer picture of margins.

How are prepaid treatment packages recorded?

Prepaid packages represent services you still owe clients. We track package sales and redemptions so those balances stay visible. The specific accounting treatment should be confirmed with your CPA.

Do you process payroll for providers?

We record payroll in your books from your payroll provider's reports and reconcile payroll accounts. Payroll management beyond bookkeeping is available only when specifically agreed in your engagement.

Can you work with my existing CPA?

Yes. We regularly coordinate with a client's CPA or tax professional as part of the engagement.

Med spa bookkeeping

Bookkeeping for Med Spas

Med spas sell higher-ticket treatments, prepaid series, and memberships, while carrying significant product and supply costs. We keep the financial records behind all of it organized in QuickBooks Online, so you can see what each month really produced.

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Bright, contemporary med spa treatment room with a deep teal accent wall

Overview

Financial recordkeeping for aesthetic practices

A med spa's revenue often arrives in larger, less predictable amounts than a traditional day spa's: a single package sale can represent several months of future treatments. Meanwhile, injectables, skincare inventory, and supplies are meaningful costs that need to be recorded consistently to understand margins.

Our role is the financial bookkeeping: recording revenue and expenses accurately, reconciling accounts, and producing reliable monthly statements. We do not provide medical billing, insurance reimbursement, or healthcare regulatory services.

What we record

Med spa records we help keep organized

Treatment revenue

Revenue from treatments recorded by category so you can see how each service line contributes.

Prepaid packages

Series and package sales tracked alongside redemptions, keeping unused treatment balances visible.

Membership collections

Monthly membership dues recorded and reconciled against your platform's reports.

Retail sales

Skincare and product sales recorded separately from treatments, with sales tax tracked as a liability.

Payroll expenses

Provider and staff payroll entries recorded from your payroll provider's reports, organized by category.

Product & supply costs

Injectables, consumables, and retail inventory purchases categorized consistently month to month.

Payment processing

Processor deposits reconciled to gross sales, with fees, refunds, and financing payouts recorded clearly.

Monthly statements

A Profit & Loss and Balance Sheet each month, with additional agreed reporting.

Common challenges

Where the books usually get complicated

Large prepaid sales

Package and series sales can make one month look strong and the next look weak if prepaid amounts aren't tracked carefully.

Supply costs that blur margins

When product and supply purchases are inconsistently categorized, it's hard to know what treatments actually cost to deliver.

Multiple payment channels

Card processors, patient financing companies, and memberships can each deposit on different schedules and net of different fees.

Payroll complexity

Providers may be paid differently from front-desk staff. Payroll entries need to be recorded accurately from provider reports.

How bookkeeping helps

What organized books change

Consistent cost categories

Product, supply, and payroll costs categorized the same way every month so margins are comparable.

Package and membership tracking

Prepaid and recurring revenue recorded with a clear trail from sale to redemption.

Monthly reconciliation

All deposit channels reconciled so revenue, fees, and refunds are accurate.

CPA-ready records

Organized books that make year-end work with your CPA more straightforward.

Getting started

A clear process, from first conversation to monthly financials.

Every engagement starts with a conversation, not a commitment.

01
Request a Consultation
Tell us about your business, your current bookkeeping system, and the support you're looking for.
02
Discovery & Financial Review
We'll discuss your accounting workflow, current challenges, and what your business needs from a bookkeeping partner.
03
Customized Proposal & Onboarding
You'll receive a proposal outlining the recommended services and pricing. Once accepted, we'll arrange secure access to the necessary financial records and accounting systems.
04
Monthly Bookkeeping & Reporting
We'll complete your agreed bookkeeping services, reconcile accounts, and provide monthly financial reporting according to your service agreement.

Relevant services

FAQ

Med Spas bookkeeping questions

Ready for a clearer picture of your business finances?

Tell us about your business and the bookkeeping support you're looking for. We'll help you explore the next steps.

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