FAQ

Frequently Asked Questions

Everything you need to know about the services and billing.

What services do you offer?

We provide full financial management for wellness and med spa businesses — including bookkeeping, payroll, tax strategy, and Profit First consulting — all designed to help you build clarity, consistency, and long-term profit.

How do I book an appointment?

Simply choose an available time slot on our calendar, fill out a few details, and you’ll receive a confirmation email with your appointment details.

Do I need to bring any documents to the appointment?

If possible, bring recent financial statements or reports such as income, expenses, and tax filings. Don’t worry — our team will guide you on exactly what’s needed before your session.

Can I get help with both personal and business finances?

Absolutely. We support both personal and business financial needs, ensuring your entire picture — from salary to spa — works together to build healthy profit and cash flow.

What happens if I miss my scheduled appointment?

Please let us know as soon as possible, and we’ll help you reschedule at a convenient time. Our goal is to keep your business finances on track with minimal stress.

What makes True Profit Spas different?

We blend real financial strategy with the heart of the wellness industry, combining structure, clarity, and care to help you grow profitably and sustainably.

FAQs

Frequently Asked Questions

Have questions about working with True Profit Spas?
Here are clear answers to the ones we hear most often.

Have questions about working with True Profit Spas? Here are clear answers to the ones we hear most often.

What types of businesses do you work with?

We work with day spas, med spas, and salon–spa hybrids that want financial clarity, steadier cash flow, and sustainable profit.

What’s the difference between the Discovery Call and the Financial Assessment?

The Discovery Call (free) is a short call to learn about your spa, your goals, and whether we’re a good mutual fit.

The Financial Assessment (paid) is a deep dive with a spa finance expert. We review your books, pricing, and cash flow and deliver a clear 90-day action plan.

What services do you offer?

Our core services are:

- Financial Assessment

- Ongoing Accounting (bookkeeping, payroll, advisory)

- Tax Filing & Year-Round Tax Strategy

- Profit First cash-management setup and support

All of them are built specifically for spas and med spas.

How do pricing and contracts work?

The Financial Assessment is a flat fee (currently $500usd).

Ongoing services are monthly, based on your revenue, locations, and complexity.

We keep scopes clear and operate month-to-month—no long-term lock-ins or surprise invoices.

Do you replace my current CPA, or work with them?

We can partner with your existing CPA or take a more complete role, depending on what you need.

During onboarding we define who handles bookkeeping, tax filing, and strategy so everyone knows their lane.

Where are you located, and how do you work with clients?

We work virtually with spa owners across Utah, Nevada, Texas, and New York.
All meetings are online, and we use cloud-based tools like QuickBooks Online, Xero, and modern payroll platforms that support commission, tips, and multi-location teams.

What if my books are a mess or I’m behind on taxes?

You’re not alone—that’s when many spa owners call us.
We’re used to cleanup and catch-up work and will prioritize what to fix first, then build a realistic plan to get you current and compliant.

How do I know if True Profit Spas is the right fit?

We’re usually a strong fit if:

You own or lead a spa, med spa, or salon–spa hybrid, and you want clarity, structure, and profit, not just someone to “do the books.”

The best way to know for sure is to book a Discovery Call—we’ll be honest if we’re not the right partner for you. We’re used to cleanup and catch-up work and will prioritize what to fix first, then build a realistic plan to get you current and compliant.

What types of businesses do you work with?

We work with day spas, med spas, and salon–spa hybrids that want financial clarity, steadier cash flow, and sustainable profit.

What’s the difference between the Discovery Call and the Financial Assessment?

The Discovery Call (free) is a short call to learn about your spa, your goals, and whether we’re a good mutual fit.

The Financial Assessment (paid) is a deep dive with a spa finance expert. We review your books, pricing, and cash flow and deliver a clear 90-day action plan.

What services do you offer?

Our core services are:

- Financial Assessment

- Ongoing Accounting (bookkeeping, payroll, advisory)

- Tax Filing & Year-Round Tax Strategy

- Profit First cash-management setup and support

All of them are built specifically for spas and med spas.

How do pricing and contracts work?

The Financial Assessment is a flat fee (currently $500usd).

Ongoing services are monthly, based on your revenue, locations, and complexity.

We keep scopes clear and operate month-to-month—no long-term lock-ins or surprise invoices.

Do you replace my current CPA, or work with them?

We can partner with your existing CPA or take a more complete role, depending on what you need.

During onboarding we define who handles bookkeeping, tax filing, and strategy so everyone knows their lane.

Where are you located, and how do you work with clients?

We work virtually with spa owners across Utah, Nevada, Texas, and New York.
All meetings are online, and we use cloud-based tools like QuickBooks Online, Xero, and modern payroll platforms that support commission, tips, and multi-location teams.

What if my books are a mess or I’m behind on taxes?

You’re not alone—that’s when many spa owners call us.
We’re used to cleanup and catch-up work and will prioritize what to fix first, then build a realistic plan to get you current and compliant.

How do I know if True Profit Spas is the right fit?

We’re usually a strong fit if:

You own or lead a spa, med spa, or salon–spa hybrid, and you want clarity, structure, and profit, not just someone to “do the books.”

The best way to know for sure is to book a Discovery Call—we’ll be honest if we’re not the right partner for you. We’re used to cleanup and catch-up work and will prioritize what to fix first, then build a realistic plan to get you current and compliant.

FAQ