Free downloads
The checklists and templates we hand every new med spa client.
Four PDFs, written by Jenny Gao, CPA, EA for aesthetics practices: how to close the month in ten business days, a chart of accounts that shows margin by service line, the 2027 tax and filing calendar, and the financial setup checklist for a practice about to open. Enter a work email and your state once and download all four.
The med spa month-end close checklist
Twelve steps in ten business days, the close calendar and a deferred-revenue rollforward worksheet.
Chart of accounts for an aesthetics practice
Service-line revenue and COGS, package and membership liabilities, provider pay and MSO accounts, with POS mapping rules.
The 2027 med spa tax & filing calendar
Every federal deadline with the Florida items alongside, weekend shifts already applied, plus the recurring sales tax and payroll items.
Opening a med spa: financial setup checklist
Entities, registrations, banking, POS and payroll setup, pre-opening costs and the first close — 90 / 60 / 30 days and launch month.
Questions
About the downloads
Who are these for?
Owners and managers of med spas and aesthetics practices, and anyone opening one. They are the same checklists and templates we use inside Med Spa Core, written for an owner to use with any bookkeeper.
Why do you ask for an email?
So we know which practices find the tools useful and can send a short note, a few times a year, when a tax or payroll rule that affects med spas changes. We do not sell or share the list, and every email has an unsubscribe link.
Are the dates and account numbers specific to Florida?
The calendar marks Florida items separately from the federal ones; everything else applies in any state. Account numbering is a convention you can change in QuickBooks Online.
Can I share them with my bookkeeper?
Yes. Send the PDFs to whoever keeps your books. If they are already doing everything on the close checklist, you are in good hands.
Rather have the close done for you?
Med Spa Core runs the books, close, sales tax, payroll coordination and tax for one monthly fee. Twenty minutes on your practice tells us both whether it fits.
Request a 20-Minute Fit Call →