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SPAS & WELLNESS BUSINESSES

Financial support for spas & wellness businesses

Get a clearer view of service revenue, product sales, payroll and operating costs.

TALK THROUGH YOUR NEEDS

HOW WE SUPPORT YOUR BUSINESS

A clearer financial picture, built around your work.

We help spa and wellness business owners organize service and product income, reconcile expenses, manage payroll and prepare business taxes. Financial reporting can also help you review service mix, staffing costs and cash flow.

Independent spas, day spas and wellness studios with appointment-based services, product sales, employees or independent practitioners.

Up-to-date books, a clearer view of revenue and operating expenses, payroll and tax support, and financial information to help plan staffing, purchases and business growth.

HOW WE CAN HELP

Services for the work ahead.

We’ll shape the scope around your goals, records and current systems. Explore the services below to see where we may be able to help.

Bookkeeping & ComplianceMonthly reconciliations, financial statements and compliance monitoring that keep your books accurate and ready for lenders, boards and tax time.Tax Preparation & AdvisoryReturns for LLCs, S corporations, C corporations, partnerships and nonprofits (Form 990), prepared accurately, filed on time and backed by year round tax planning.Payroll ManagementSetup and every pay run for hourly, salaried and multistate teams, including garnishments and benefit deductions.CFO Advisory ServicesCash flow forecasting, KPI tracking, pricing and margin strategy, lender preparation and board level reporting. Executive financial leadership without a full time CFO salary.

Start with a conversation about your numbers.

Tell us what is working, what feels unclear and where you would like more visibility.

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