Shore Haven Financial Partners

Fractional CFO for Tampa Bay medspas

Clarity behind the numbers.

Most medspas lose margin in three places owners rarely check: pricing, provider comp and product. Send us a few reports and we'll show you, in dollars, where yours is slipping. Free, within five business days.

Book a free Profit Leak Teardown See a sample report
  • Mutual NDA before any data changes hands
  • No pitch unless you ask
12checks across pricing, provider comp, product margin and fees
30 minfor your team to pull the reports we need
5 daysfrom data received to your one-page report
$0for the teardown and the 20-minute walkthrough

Where medspa margin actually goes

Revenue can look healthy while profit quietly drains. These are the places we look first, because they rarely show up on a standard P&L.

Pricing

Prices that stopped keeping up

  • Toxin price per unit against your real landed cost
  • Discount and promo depth on your best sellers
  • Memberships that give away more than they bring in
  • Device pricing that doesn't cover the lease

Provider comp

Commissions on the wrong base

  • Commission on gross revenue, including your product cost
  • Comp paid at list price on discounted services
  • Comp as a share of revenue, provider by provider
  • Paid hours versus booked hours

Product

Units bought, never billed

  • Toxin units purchased versus units charged
  • Retail skincare margin, shrink and expired stock
  • Manufacturer rebates that never hit the books
  • Card processing and software you're overpaying for

Run two of the checks yourself

Enter your monthly numbers. Nothing is saved or sent anywhere. The full teardown covers ten more.

Pre-filled with the illustrative practice above. Not every dollar is recoverable: moving commissions to a net basis usually comes with a higher rate.

Commission is calculated on
Unbilled units, per year$15,600
Commission on product cost, per year$90,000
Total, per year$105,600

That's money leaving before it reaches profit. The teardown shows how much is realistically recoverable.

Get the full teardown

How the teardown works

  1. Book and sign an NDA

    A 15-minute intro call. We sign a mutual NDA before you send anything.

  2. Send a few reports

    Six months of P&L, your price list, provider comp plans and a sales report by service.

  3. Get your one-page report

    Every finding with an annual dollar amount and a specific fix, within five business days.

  4. Walk through it together

    A 20-minute call. Keep the report either way. If you want help fixing things, we'll talk about that then.

See exactly what you'll get first

The report is one page. Each finding shows what we checked, what we found, what it costs you per year and what to change. No jargon, no 40-slide deck.

Open the sample report

After the teardown: keep the leaks closed

Pricing, comp and unit reconciliation need monthly attention. We work alongside your bookkeeper and CPA, not instead of them.

One-time project

The Proforma

For practices opening, expanding or financing a device.

  • Three-year financial model
  • Startup or expansion budget
  • Device and equipment ROI analysis
  • Lender-ready financing package
Most practices start here

Monthly

The Harbor

Monthly financial oversight for established practices.

  • Monthly close review and KPI dashboard
  • 13-week cash flow forecast
  • Monthly toxin unit reconciliation
  • Quarterly pricing and provider comp review
  • Monthly call with the owner

Monthly

The Flagship

For multi-provider or multi-location practices.

  • Everything in The Harbor
  • Annual budget and location-level reporting
  • Provider comp plan redesign
  • Bank and lender relationship support
  • Quarterly strategy session

Pricing

Every engagement is scoped to your practice and quoted after your free teardown, once we know what's worth fixing.

Start with the free teardown

Underwriting discipline, sized for your practice

Shore Haven is a Tampa Bay fractional CFO practice. Our background is in commercial real estate acquisitions and asset management: underwriting deals, reviewing contracts and structuring financing for capital-intensive projects.

We bring that same rigor to medspas, where a single device purchase or comp plan decision can swing a year's profit. You work with the same CFO from teardown through every monthly review.

  • EducationB.S. in Finance
  • ExperienceAcquisitions and asset management
  • Based inTampa Bay, Florida

Questions owners ask

Who will I actually work with?

One dedicated CFO, the same person from your teardown walkthrough through every monthly review. You'll meet on your first call.

Is my data kept confidential?

Yes. We sign a mutual NDA before you share anything, and we never name clients or share their numbers without written permission.

What's the catch with a free teardown?

There isn't one. You keep the report. Some owners fix things themselves; others ask us to help keep them fixed each month.

How much do your services cost?

It depends on your practice's size and what the teardown finds. We quote after the walkthrough, and you'll know the price before you commit to anything.

Do you replace my bookkeeper or CPA?

No. Your bookkeeper records the numbers and your CPA handles taxes. We turn the numbers into decisions on pricing, comp, cash and growth.

Which software do you work with?

Standard exports from QuickBooks or Xero and from common medspa platforms such as Boulevard, Zenoti, Aesthetic Record and PatientNow.

Do you only work with medspas?

Our process is built around medspa and aesthetic practice economics, but we also support other small businesses in Tampa Bay.

Find out what your numbers are hiding

Tell us a little about your practice. We'll reply within one business day to set up a 15-minute intro.

hello@shorehavenfp.com
Serving Tampa, St. Petersburg, Clearwater, Brandon and Wesley Chapel

We never share your information.