ER Doc Advisor - Financial Planning & Taxes for Emergency Physicians

Ep 37: Your MedSpa Year-End Business Checklist: What to Do Before December 31st

As we approach year-end, this is the time to get your MedSpa’s financial house in order. From reconciling accounts and organizing your books to checking compliance, payroll, and year-end tax strategies, these next few weeks set the tone for how smoothly your new year begins.

Whether you handle most of the details yourself or delegate them to your team, having a clear checklist ensures nothing slips through the cracks. Let’s walk through the key areas to review so you can finish strong and enter 2026 organized, compliant, and ready to grow.

WHAT YOU’LL LEARN:

  • The essential year-end accounting tasks every MedSpa should complete before December 31.
  • How to reconcile your books, inventory, and vendor credits to start 2026 clean.
  • Key compliance updates you can’t overlook.
  • Smart year-end tax strategies, including Section 179, bonus depreciation, and payroll timing tips.
  • The often-missed contract and insurance reviews that protect your business from surprise renewals and costs.

Tags:

medspa owner, business profitability, financial planning, business strategy, medspa business, year-end checklist, bookkeeping, compliance, tax planning, section 179, payroll, HIPAA, OSHA, vendor contracts, financial organization, profit strategy, medspa accounting, business operations, year-end review, medspa management

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