Full financial review of your books, pricing, and cash flow.
Clear profit & cash snapshot with key gaps and quick wins.
90-day action plan + live Q&A so you know exactly what to do next.
Full financial review of your books, pricing, and cash flow.
Clear profit & cash snapshot with key gaps and quick wins.
90-day action plan + live Q&A so you know exactly what to do next.








Clarity on where your profit truly comes from.
Smooth, stress-free daily operations.
Predictable bookings and loyal clients.
Confident pricing that supports real growth.
Balance, structure, and accountability - every month.






Clarity on where your profit truly comes from.
Smooth, stress-free daily operations.
Predictable bookings and loyal clients.
Confident pricing that supports real growth.
Balance, structure, and accountability - every month.
Every tax season feels like chaos — endless receipts, missing numbers, and unclear deadlines.
You’re unsure if you’re overpaying (or underclaiming) — worried you might be missing hidden deductions or credits.
You lose sleep over compliance — afraid of making a costly mistake that triggers an audit.
You wish someone could just handle it all — so you could focus on growing your business, not decoding tax jargon.

Profit & Pricing Audit

System & Process Optimization



1:1 Strategic Mentorship

Profit & Pricing Audit
We analyze your financial structure, margins, and service pricing to ensure every treatment contributes to profit.

System & Process Optimization
Streamline booking, communication, and team workflows with structure that supports effortless daily operations.

Profit Growth Plan
A clear, actionable roadmap to reach consistent monthly income and growth goals.

Client Experience & Retention Strategy
Build experiences that attract high-value clients and naturally
drive rebookings.

1:1 Strategic Mentorship
Personal consulting sessions designed to keep your spa evolving
— and you in control.

Through guided dashboards, audits,
and visual workflows, we help you understand what’s really happening in your business so you can make confident decisions every day.
No more guessing. No more “hope marketing.” Just clarity, structure, and measurable growth.

Cari combines her background in nursing with her passion for business to help wellness and med spa owners achieve clarity, control, and sustainable profit.
With over a decade of experience and a Profit First certification, she leads with both strategy and heart—guiding entrepreneurs toward financial freedom and fulfillment.
Profit First Certified Expert helping spas build lasting financial clarity and control.
Rooted in Care blending compassion from her nursing background with sharp business strategy.
Purpose-Driven Leadership guiding entrepreneurs toward profit, freedom, and fulfillment.

Erika combines her background in cosmetology with her passion for the beauty and wellness industry to help spa owners create structure, clarity, and confidence in their business.
With years of hands-on experience and a client-first mindset, she bridges the gap between daily operations and long-term growth — guiding owners to build smoother systems and sustainable success.
Relationship-Focused Advisor helping spa owners feel supported and confident.
Operational Insight turning daily challenges into clear, simple solutions.
Calm, Strategic Presence bringing structure and clarity with a personal touch.

Recognized Expert in Tax Planning and Preparation
Trusted by 100+ Clients for Maximising Deductions
Awarded for Excellence in Financial Strategy



Through guided dashboards, audits, and visual workflows, we help you understand what’s really happening in your business so you can make confident decisions every day.
No more guessing. No more “hope marketing.”
Just clarity, structure, and measurable growth.


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


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