Med Spa & Healthcare Bookkeeping and Advisory
Your schedule is full. So why does it feel like you’re barely covering overhead?
Clean books, a monthly strategy call and a client portal for your questions, so you know which services actually make money and can grow on purpose instead of guessing.
CLEAN BOOKS ~ CLEAR NUMBERS ~ CONFIDENT DECISIONS
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CLEAN BOOKS ~ CLEAR NUMBERS ~ CONFIDENT DECISIONS ~
Sound familiar?
You're great at what you do. The numbers are a different story.
"I get overwhelmed every time I open QuickBooks."
"I've been putting off the books for months."
"I don't know which service is actually profitable."
"I don't know what I can afford, and it gives me anxiety."
You're seeing patients all day, then trying to figure out your finances at night. You wait until tax time to find out if you made money. And when a big promo comes around, you discount without knowing if you can afford it.
Where you'll be
In 10 to 12 weeks, you'll know exactly what's making you money.
Your books will be caught up and clean. You'll see your profit by service, so you know which treatments to push and which ones are quietly costing you. And you'll have a plan for your goals, built on real numbers.
A bookkeeper and an advisor, in one
Most owners pay a bookkeeper to keep the books, then pay someone else to tell them what the numbers mean, or never get that second part at all. With Growth Advisory, you get both.
Monthly bookkeeping. Categorized, reconciled and closed every month.
A monthly strategy call with me. One on one, every month. Are you profitable, are you charging enough, is your ad spend paying off?
A client portal for your questions. Message me anytime in between calls, so nothing gets lost in texts or email.
Reports, explained. Your P&L and balance sheet, plus what they mean for you.
Profit by service. Know which treatments earn the most, and check a discount before you run it.
Tax ready books. Sales tax and 1099 due dates on my radar, not yours.
How it works
Week 1: Consultation and setup. We meet, I get access to your accounts, and you tell me your goals. You won't have to learn QuickBooks or chase bank statements.
Weeks 2 to 6: Clean books. I catch up and clean up your books in 4 to 6 weeks.
Weeks 7 to 12: Profit by service and your plan. We look at what each service earns, whether your pricing and discounts work, and build your plan for growth.
Every month: Books closed and your strategy call. Your reports are explained in plain English, we meet one on one to make your next decisions, and your client portal is there for questions in between.
Growth Advisory starts at $1,697/month. Just need the books done? Monthly bookkeeping is available too.
Results
What I've found and fixed in real client books.
A med spa owner: on October 1 she had no idea what she was making, spending, or if she was profitable. After her cleanup, she knows her most profitable service and exactly what she needs to make to break even.
Cassie, service business owner: her P&L was wrong and holding up her tax documents. Now she's down to a few transactions a week and feels "relieved and way less stressed."
John, landscaping company: $9,000 in mismatched deposits fixed, sales tax caught up, and a 50% gross margin he can actually see.
Melissa, solo entrepreneur: "It has taken a huge burden off my plate."
I've also caught overstated income that would have cost a client about $1,000 extra in taxes, and missed monthly sales tax filings that led to about $1,200 in penalties.
I’m Jessie.
Hey!
I'm the bookkeeper who explains it, so you finally understand your numbers.
Before bookkeeping, I spent years as a floor nurse and nurse practitioner, including time in oncology, the ER and two vein clinics. When a med spa or practice owner talks about providers, patients and appointments, I already speak the language!
I'm also a homeschool mom of four, and I build my business around my life, not my life around my business. Paying close attention to my own profit margins added about $9,000 in profit to my business this year. I want that same clarity for y'all.
Board Certified Nurse Practitioner · Boulevard and Jane App experience · Sales tax filing included · Fathom reporting
Who I work with
Med spas and aesthetic practices, especially nurse and NP injectors
Therapy practices
Physical, occupational and speech therapy practices
Psych and telehealth NPs
Not in healthcare? I still work with service based business owners too.
Which of your services actually makes you money?
The free Service Profit Calculator shows you the real profit on each service after your time, products and overhead.
I was lost and feeling overwhelmed. Jessica was kind, easy to work with, knowledgeable, and patient with my many questions. I would highly recommend Jessica for any of your QBO or accounting needs!
— Emily
Questions
Do you work with med spas outside South Carolina?
Yes! I work with clients virtually, so location doesn't matter.
Does Boulevard connect to QuickBooks?
Not directly. I record your deposits and match your Boulevard reports to QuickBooks every month so your sales and books line up.
Do you file sales tax?
Yes. Sales tax filing is included in monthly bookkeeping if your business needs it.
Do you do taxes?
No. I work alongside your tax pro and get them clean, tax ready books so tax season is easier on everyone.
How much does bookkeeping cost?
Monthly bookkeeping starts at $497/month. Cleanups are based on how many months you're behind. You'll get your exact price on our call.
How is this different from just hiring a bookkeeper?
A bookkeeper tells you what happened. With Growth Advisory you also get a monthly strategy session about what to do next: pricing, discounts, ad spend and growth.
Ready to actually know your numbers?
Book your free 30 minute call. We'll pull up your QuickBooks together and you'll walk away with a clear next step and a price.
If you want 2026 clean for your tax preparer and your 1099s out by January 31, the work has to start before December closes.
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Let’s Be Friends!
