Med Spa & Aesthetics

What Does Med Spa Accounting Cost? Bookkeeping, Tax and Controller Fees

What med spa accounting costs: the seven factors that drive the fee, what a $1,500-a-month engagement includes, cleanup pricing, and in-house vs outsourced.

Short answer

Med spa accounting is priced by scope, not revenue: the number of entities and locations, providers on commission, prepaid package balances, inventory, states with retail sales tax, MSO/PC structure and the condition of the books. In our practice a monthly engagement for a single-location, single-entity practice starts at $1,500 a month after a diagnostic; cleanup is quoted as a separate fixed project, and the fee rises as locations, entities, tax work and controller-level reporting are added. An in-house bookkeeper at the BLS median wage of $50,670 costs about $62,378 a year once employer taxes and an assumed benefits load are included, before any CPA review.

Key takeaways

  • Seven factors drive the fee: entities and locations, provider pay structures, transaction volume and prepaid balances, inventory, states, MSO/PC structure, and whether the books need a rebuild.
  • Our med spa engagements start at $1,500 a month for a single-location, single-entity practice with clean books; adding tax, a second entity, more states or controller reporting moves the fee up.
  • Cleanup should be a separately quoted fixed project after a diagnostic, never hourly and never hidden inside the monthly fee.
  • An in-house bookkeeper at the BLS median of $50,670 costs about $62,378 a year with employer FICA ($3,876), FUTA ($42), Florida reemployment tax ($189) and an assumed 15% benefits load, about $5,198 a month, and still needs CPA review and tax.
  • Refuse hourly surprises, per-transaction pricing, software markups and year-end true-up invoices; insist on a written scope and a close date.
  • Tiers are best described by scope: bookkeeping and close, bookkeeping plus tax, and controller-level reporting for multi-location or sale-ready practices.
In this guide

"What should I be paying for bookkeeping?" is the question we hear most from med spa owners, usually right after a surprise invoice or a year-end that did not reconcile. The number matters, but it is the wrong place to start. The fee follows the work, and the work in a med spa is set by things most pricing pages never mention: how many prepaid packages are outstanding, how many providers are on commission, whether there is an MSO, and what shape the books are in today.

This guide explains what drives the price, what a monthly engagement at our $1,500 starting point covers and what moves it up, how cleanup should be priced, what an in-house bookkeeper costs once you load the salary, and what you should refuse to pay for. The one price we quote is our own starting point; everything else is scope.

What drives the fee

AmSpa's 2024 industry report describes the average practice as a single location with about 8 employees, roughly 245 patient visits a month and about $1.4 million in annual revenue. At that scale the bookkeeping is not categorizing a bank feed. Seven factors set the price of doing it properly.

Locations and entities. Each legal entity is a separate set of books and a separate tax return, and more than one means intercompany balances to reconcile. Each location adds a POS, a merchant account and a bank account to tie out, plus a location-level P&L if you want to manage it.

Providers and how they are paid. Flat hourly wages need a payroll entry. Base plus commission on net service revenue, with a retail percentage on top, needs a month-end commission calculation that ties to the production report and an accrual that reverses when payroll runs.

Transaction volume and prepaid balances. Visits drive the volume of tickets, refunds, chargebacks and tips to reconcile. Packages, memberships and gift cards add a liability rollforward every month: opening balance, sales, redemptions, refunds, expirations, closing balance, reconciled to the POS.

Inventory. Injectables and retail on the balance sheet, a monthly count, and cost of goods sold from units dispensed. Without this, gross margin is noise.

States. Retail products are taxable nearly everywhere, and each state you are registered in is a return. Shipping skincare across state lines eventually creates economic nexus, which most states set at $100,000 of sales.

MSO and professional-entity structure. Two entities, a management fee under a written agreement, intercompany reconciliation, and two tax returns that have to agree with each other.

The condition of the books. If deferred revenue has never been recorded, inventory has never been counted and commissions were paid from a spreadsheet nobody kept, the first job is a rebuild, and that is priced on its own.

What a $1,500-a-month engagement includes, and what moves it up

Our med spa engagements start at $1,500 a month. That starting point fits a single-location, single-entity practice with one POS, one payroll provider, retail sales tax in one state, and books that are clean after onboarding. The monthly work is the close: posting the sales summary from the POS, reconciling bank and merchant accounts net of fees, the package and membership liability rollforward, the inventory and cost of goods sold entry, the commission accrual, the sales tax return, and a monthly package with a P&L by service line, a balance sheet and a KPI sheet. A CPA reviews the close before it reaches you.

The fee moves up with each driver above. A second location roughly doubles the reconciliation work even when it shares an entity. An MSO/PC structure adds a second set of books and the intercompany work. Multi-state retail adds returns. Adding the business return, owner tax planning and quarterly estimates to the monthly engagement is the most common step up, and usually the right one, because the person who recorded the deferred revenue and the inventory should be the person deciding how they are treated on the return. Controller-level reporting (budget versus actual, a 13-week cash forecast, location P&Ls, provider productivity) is a further tier.

TierScopeWho it fits
Bookkeeping and monthly closePOS sales summary, bank and merchant reconciliations, liability rollforward, inventory and COGS, commission accrual, sales tax return, monthly financial package with CPA reviewSingle-location practice that wants to keep its current tax preparer
Bookkeeping plus taxEverything above plus the business return, owner-level planning, quarterly estimates, 1099 filing, year-end entity and tax-method decisions, notice handlingMost practices from one to a few locations; one accountable party for books and return
With controller-level reportingEverything above plus budget versus actual, 13-week cash forecast, location and provider P&Ls, monthly KPI review call, support for lenders, buyers or investorsMulti-location groups, practices preparing for a sale or raise, MSO/PC structures

We describe tiers by scope rather than publish a price list because two practices with the same revenue can be very different amounts of work: one has four locations and a membership program, the other has one location and no packages. The quote is written after a diagnostic, and it is flat.

Cleanup is a separate fixed project

If the books need rebuilding, do not let anyone fold that into the monthly fee. Cleanup for a med spa usually means reconstructing the package and gift card liability from POS history, counting inventory and backing into cost of goods sold, reclassifying commissions and payroll taxes, confirming whether retail sales tax was charged and filed, separating entities that ran through one bank account, and reconciling every month that was skipped. Our guide to catching up on months of bookkeeping covers the general process.

The right structure is a diagnostic first, a fixed quote for the cleanup, then the monthly engagement starting on clean books. Hourly cleanup rewards slow work; a fixed project puts the risk of a messy file where it belongs, on the accountant who scoped it.

In-house bookkeeper versus outsourced: the loaded cost

Owners often compare a monthly fee to a bookkeeper's salary and conclude the employee is cheaper. Load the salary first. The Bureau of Labor Statistics puts the median annual wage for bookkeeping, accounting and auditing clerks at $50,670 as of May 2025. The employer's share of Social Security and Medicare is 7.65% of wages, which on $50,670 is $3,876. Federal unemployment tax nets to 0.6% of the first $7,000 after the state credit, or $42. Florida reemployment tax for a new employer is 2.7% of the first $7,000, or $189. Benefits, paid time off, training and workspace vary widely; we assume 15% of salary, or $7,601, as a placeholder you should replace with your own numbers.

ComponentAnnualBasis
Salary$50,670BLS median, May 2025
Employer Social Security and Medicare (7.65%)$3,8766.2% plus 1.45% of wages
FUTA (0.6% of first $7,000)$42After the 5.4% state credit
Florida reemployment tax (2.7% of first $7,000)$189New-employer rate
Benefits, PTO, overhead (assumed 15%)$7,601Assumption; use your own
Total$62,378About $5,198 a month

Two cautions. That median is a national figure for clerks across every industry; a bookkeeper who can run a deferred revenue rollforward and an inventory close for a two-entity practice is a more senior hire. And the employee does not replace a CPA: you still need someone to review the close, plan tax and sign the return. The outsourced comparison is a $1,500 monthly starting point, $18,000 a year, with CPA review built in, no vacation coverage to arrange and no turnover. In-house wins when there is enough daily work (payables, deposits and front-desk reconciliations across several locations) to fill a day, and even then most groups keep an outside CPA-led practice for the close and tax.

What you should not pay for

Hourly billing for routine monthly work, which makes the fee unpredictable and rewards inefficiency. Per-transaction pricing, which penalizes you for being busy and says nothing about whether the hard entries are being made. Markups on QuickBooks or payroll subscriptions; pay the vendor directly. A year-end "true-up" invoice for work that belonged in the monthly scope. Separate charges for answering a question; if you cannot ask whether to prepay a December injectables order, the engagement is not working. And cleanup buried inside the monthly fee, which means you cannot tell when it ends.

Questions to ask about any quote

What is the close date each month, and what do I receive? Is the package liability reconciled to my POS every month, and will I see the rollforward? Who counts inventory and who books it? How is the commission accrual calculated? Which tax returns are included, and are quarterly estimates and 1099s in scope? Which state sales tax returns are included? What happens to the fee when I add a provider, a location or a state? How is cleanup priced, and when does it end? Who does the work and who reviews it? What does it take to leave? Our guide on what a small business CPA costs covers the questions that apply to any business; our guide on choosing a med spa accountant covers the interview itself.

Where owners overpay and underpay

The expensive mistakes run both ways. Underpaying looks like a low monthly fee for a bookkeeper who books deposits as revenue, followed by a cleanup project, a sales tax assessment and a tax return built on the wrong numbers. Overpaying looks like hourly billing with no scope, a large retainer for "CFO services" at a practice that does not yet have a reliable monthly close, or an in-house bookkeeper's loaded salary for a single location that could be closed remotely in a fraction of the time. Get the close right first; add controller-level reporting when the numbers are trustworthy enough to steer by.

What med spa-focused firms publish (October 2026)

Most accounting firms that market to med spas do not publish prices. The ones that do give a useful range, as long as you read what each number buys. We checked the pricing pages of firms that advertise a med spa or aesthetics specialty on October 16, 2026; the figures below are their published starting points on that date and will change.

Firm (published on its own site)Published starting priceWhat the price covers, as described
Med Spa Accountant (DeLucia CPA)$995 per monthTax planning and preparation, financial reporting and advisory, CPA-supervised bookkeeping; payroll priced separately; stated best fit $750,000+ in annual revenue; month-to-month
Fairlight Accounting$310 per month bookkeeping and payroll; $1,795 CFO advisory; $1,955 all-in-oneBookkeeping tiers by transaction count with close by the 20th, 15th or 10th; CFO advisory adds a cash forecast and monthly review; all-in-one adds returns
Hunter Green CPA$200 per month bookkeeping; $350 books plus taxBookkeeping priced on monthly expenses; the books-plus-tax package includes sales tax filings and business and personal returns; multi-entity and MSA work quoted per engagement
AG Freideman CPA$300 to $600 per month bookkeepingBank reconciliations, payroll processing and reporting; business returns $1,000 to $2,000; tax planning from $197
Scale CPA$600 per month accounting; $400 per month tax planningMonthly accounting and compliance; tax planning as a separate subscription; business returns from $2,500 a year; advisory quoted
Balance Partners (this firm)$1,500 per month, Med Spa CoreBookkeeping, monthly close by the tenth business day, package and membership liability rollforward, inventory, provider pay tie-outs, retail sales tax, payroll coordination, quarterly estimates and business tax under one written scope; month-to-month after onboarding; fractional controller, CFO and tax director scoped separately

Two patterns are worth noticing. First, the low monthly figures are bookkeeping-only and are priced on volume, so a practice with 400 transactions a month, three providers on commission and a package liability to roll forward will not land at the starting number. Second, the firms that bundle tax, close and reporting under one fee cluster between roughly $1,000 and $2,000 a month for a single location, which is where our Core tier sits. Compare the deliverables, not the headline, and ask every bidder whether a deferred-revenue rollforward and an inventory reconciliation are in the monthly scope.

When to get help

If you cannot say what your package liability is today, whether retail sales tax is being charged, or what each provider costs as a percentage of the revenue she produces, your accounting is under-scoped regardless of what you pay. Balance Partners is a CPA-led accounting practice in Tampa working with med spas and aesthetics practices nationwide; our med spa accounting and tax services page describes the monthly engagement, and every engagement starts with a diagnostic, a written scope and a flat fee.

If you want a number for your own practice, request a 20-minute fit call. Bring last month's financials and your POS outstanding-balance report; we will tell you what the work is and quote it in writing. Our pricing page explains the starting point.

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Frequently asked questions

Why do med spa bookkeeping quotes vary so much?

Because the quotes are for different work. One bookkeeper is coding a bank feed; another is reconstructing a package liability from the POS every month, counting inventory, accruing commissions and filing retail sales tax. Ask each bidder to describe the monthly close step by step and you will usually find the cheaper quote leaves out the entries that make med spa books accurate.

Is $1,500 a month a lot for med spa bookkeeping?

Compare it to the alternatives. An in-house bookkeeper at the BLS median wage costs about $5,200 a month once employer taxes and an assumed benefits load are included, with no CPA review. A generalist bookkeeper may cost less but typically books deposits as revenue and skips inventory, commissions and sales tax, which costs more later in cleanup and tax exposure. The right question is what the fee includes and who reviews it.

Should I pay my accountant hourly or a flat fee?

Flat, with a written scope. Hourly billing makes the monthly cost unpredictable and rewards slow work, and it discourages you from asking questions. The exception is a true one-off project, and even then we prefer a fixed quote after a diagnostic so you know the total before work starts.

Does the monthly fee include my tax return?

It depends on the tier. A bookkeeping-only engagement usually does not; a bookkeeping-plus-tax engagement includes the business return, planning and estimates. Ask specifically which returns are included, whether 1099s and sales tax returns are in scope, and whether owner personal returns are covered, so there is no surprise invoice in March.

What does a med spa bookkeeping cleanup cost?

It is quoted as a fixed project after a diagnostic, because the price depends on how many months are open, how many entities and accounts are involved, and whether the POS history is available to rebuild the package liability. We do not price cleanup sight unseen, and you should be wary of anyone who does, in either direction.

Can I start with bookkeeping only and add tax later?

Yes. Many practices start with the monthly close and move the return over at year-end once they trust the books. The handoff is cleanest when the same practice does both, because deferred revenue, inventory and accounting-method decisions made during the year determine what the return looks like.

What do other med spa accounting firms charge?

Among firms that publish prices (October 2026), bookkeeping-only starts around $200 to $600 a month and is priced on transaction volume, while bundles that include tax, a monthly close and reporting run roughly $1,000 to $2,000 a month for a single location; fractional CFO advisory is typically quoted separately. The table in this guide lists the published figures with sources. Compare what each fee includes rather than the headline number.

Jenny Gao, CPA, EA
Jenny Gao, CPA, EA

Founder of Balance Partners. Florida-licensed CPA and IRS Enrolled Agent with more than a decade of accounting and tax experience. Jenny writes and reviews every guide on this site. About Jenny

This article is general educational information for U.S. business owners and is not accounting, tax, legal, payroll or financial advice for your situation. Rules change and vary by entity, state and facts. Balance Partners, LLC does not provide audit, review or other attest services. Last reviewed October 16, 2026.

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