Bookkeeping built for clinics and med-spas.
Clinics and med-spas have some of the trickiest books in small business: taxable products next to exempt services, prepaid packages, commissions, and tips. We handle exactly that, so you can stay with patients, not spreadsheets.
Why clinic books are harder than they look
You are running a practice, not an accounting department, yet your books carry complications a typical small business never sees. Get them wrong and it shows up as a sales-tax surprise, a messy close, or numbers you cannot trust when you are deciding whether to add a room or a provider.
The things we get right for you
- Taxable products vs. exempt services. You sell retail skincare and injectables alongside treatments. We set up your books and sales tax so the taxable and exempt sides are clean and you are never under- or over-collecting.
- Prepaid packages and memberships. Money you collect today for treatments you deliver later is deferred revenue, not profit yet. We track it correctly so your revenue reflects reality.
- Commissions, tips, and payroll. Providers paid on commission, plus tips and payroll, get reconciled cleanly instead of guessed at.
- Your booking and point-of-sale system. Boulevard, Mindbody, Vagaro, Square, and the rest. We reconcile what your system reports against what actually hits the bank.
- More than one location or provider. Per-location and per-provider visibility so you can see what is actually working.
- Product inventory. Retail and consumable inventory tracked so margins are real, not a mystery.
How it works
You get a dedicated Client Partner who understands clinic books, supported by Delulo's AI engine, our nearshore reviewers, and our Enrolled Agents. They keep you current to the day, close every month, and explain the numbers in plain terms. Tax filing is available as an add-on, from books that are already tax-ready.
Your patients' data stays out of it
We work at the financial layer only. We do not store or handle protected health information, so partnering with us never adds to your HIPAA surface. Clean books, no patient records in the mix. More on how we protect your data is on our security page.
Further reading
- Bookkeeping for med spas: the things that trip owners up
- Cash vs. accrual for clinics, in plain terms
See everything we handle or how pricing works. Clinics and med-spas are where we are concentrating first, so you get a team that already knows your world.
Clean books for your practice.
Fifteen minutes, no pressure. We'll show you a clean month built for a clinic.