Services | Radiate CPA

Our method

The RAY Method

This is how we work with your med spa, from the first call to whatever comes next. You'll see the scope and the fixed fee before any work begins.

R

Right now.

A free financial strategy call finds the step that matters most, like catching up the books, a tax plan before year-end, or the numbers behind a new provider or device. We take that step as one fixed-fee project.

A

All year.

If it's a fit for both of us, we become your accounting and tax department: financial reports every month, with packages and memberships accounted for, and taxes planned before year-end. Add a quarterly review if you'd like to walk through the numbers together.

Y

Your way.

Keep treating, step back from treatments or sell. Whatever comes next, we plan the numbers with you ahead of time, from replacing your own production to the taxes on a sale.

Services

What we handle for your practice

We can operate as your full-service accounting and tax department. We decide together exactly how you can use our help, along with our fixed fees, so you know exactly what you are getting and what the price will be.

Tax planning before year-end

We review your numbers while there's still time to act, including how you pay yourself, and bring you the opportunities that fit your practice. Then we help you put them in place.

Monthly accounting

Reconciliations and a monthly close, so your books are accurate and ready when you need them.

Reporting you can use

Plain-English reports on profit, cash and margin by service, with prepaid packages and memberships accounted for, so you know which services make money.

Tax preparation

Your practice's returns, prepared from books and a plan we already know.

Decisions before you commit

Hiring a provider, adding a device, opening a second location or selling the practice: we run the numbers with you before you sign.

Cleanup and catch-up

If the books need work first, we fix them as a fixed-fee project before anything else.

Is Radiate right for you?

Radiate is for you if

You own an established, profitable med spa
Your practice has outgrown the support that got it here
You want your taxes planned before year-end
You want clear numbers and someone who follows through
You'd rather run your practice than manage your accountant

Radiate isn't for you if

Your med spa hasn't opened yet
You're shopping for the cheapest tax return
You only want tax return help and don't care about proactive planning
You aren't willing to listen to professional advice about tax or financial matters

Proactive tax planning and managed accounting. Exclusively for med spas.