CFO meets injectorBuilt for med spas
Luma Practice Advisors pairs a fractional CFO and a practicing nurse practitioner, combining 20+ years of financial and injector expertise, with a portal built for med spas: monthly reporting and peer benchmarks, live provider pacing synced daily, and an AI advisor that answers questions straight from your numbers.
The sample is the real portal with fictional data. No login required.
The Problem
Most med spa owners are running on instinct.
Your bookkeeper tells you if you made money last month. Your accountant files your taxes. Nobody is telling you whether your margins are strong or weak relative to similar practices, whether you're on track to hit your annual plan, or which marketing channels are actually generating patients versus burning budget. And almost nobody speaking your financial language has ever held a syringe.
The Product
A portal your whole practice actually uses
Your monthly reporting doesn't live in a PDF. It lives in a private portal, updated at every close and synced daily in between, with an AI advisor that answers questions straight from your numbers. Every screen below is the real product, shown with our fictional demo practice.
AI Advisor
Ask your numbers anything
Why did revenue beat plan? Which channel drove new patients? Who hasn't been in for tox in 6 months? The advisor answers from your reporting data, cites the period it's reading, and drafts the follow-up, any hour of the day, between your monthly calls with us.
- Answers cite your actual reporting periods, never generic advice
- Reads down to workbook detail: GL lines, budgets, PMS reports
- Builds patient reactivation lists and drafts the outreach
Providers Dashboard
Daily pacing, per provider
Month-end reporting tells you what happened. The live view tells you what's happening: net sales month to date against each provider's goal, the daily pace needed to close the gap, and a projection for where the month lands, refreshed from your practice management system.
- Team pulse plus a drill-down for every provider
- Each provider gets their own login and sees only their own numbers
- Goals, pace, and projections update as data syncs
Peer Benchmarking
Your numbers, in context
Revenue per visit means nothing in isolation. Every core metric is scored against practices matched by revenue, market, practice age, and service mix, so you know whether a number is a strength, a watch item, or the next thing to fix.
- Percentile scores across the metrics that drive practice value
- Peer medians on every KPI card, not just a quarterly report
Plan Calculator
Model the decision before you make it
Thinking about a new injector, longer hours, or a price change? Pull the levers and watch profit and cash recompute live, built from your practice's own service mix and comp structures, so the conversation moves from gut feel to numbers in one meeting.
- Built from your real provider economics, not industry averages
- Every lever reprices the P&L and cash trajectory instantly
- Cash flow view shows when the decision pays for itself
No login, no email required. Demo data is fictional.
Built for a medical practice's standards
Owners, managers, and providers each see exactly what you decide, nothing more.
Each injector's login shows their goals and performance, never a colleague's, and never payroll.
Reporting and AI answers work on de-identified data unless your practice turns identities on in writing.
Owners get a live view of every login on their practice and what each one can see.
The Process
How it works
We review your practice management system's key reports, your books, and your payroll, map your chart of accounts and PMS reports, and do the heavy lifting. Most practices are live within a month.
Every close publishes your full package to the portal: financials, KPIs, peer benchmarks, and plan vs actual. Between closes, provider pacing syncs daily and the AI advisor answers questions around the clock.
A monthly advisory call to review findings, flag what needs attention, and agree on the moves that matter before the next month begins. The portal keeps the conversation going in between.
The Deliverables
What you get every month
Everything in one place, updated monthly, built around your practice.
Your practice's private dashboard: KPIs, signals, revenue mix, retention, marketing, and inventory, plus the AI advisor, daily provider pacing, and per-provider logins. Updated at every close, synced daily in between.
A clean income statement, cash flow, and balance sheet highlights, with month-over-month, year-over-year, and budget-to-actual context built in, published straight to your portal.
Every core metric scored against comparable practices rather than national averages, so you can tell a strong number from a weak one before we get on the call.
A dedicated monthly conversation focused on findings, flags, and clear recommendations tailored to your practice, with a CFO and a practicing NP in the room.
Our Team
Two perspectives. One complete picture.
Our team brings something most financial advisors cannot: a CFO who works alongside a practicing nurse practitioner.
With 10+ years in finance and accounting, Zach builds the reporting and benchmarking behind every Luma package, and runs the portal and AI advisor that deliver it. He handles the performance analysis and peer comparisons, and explains what the numbers actually mean in language that doesn't require a finance background.
Julia is a Nurse Practitioner with extensive injectable and med spa experience. Her clinical perspective shapes every part of how we analyze and present practice performance. She understands what drives revenue from the treatment room out, which means we ask questions a purely financial advisor would never think to ask.
Why It Is Different
Benchmarking is what makes the numbers useful.
Knowing revenue went up is not the same as knowing whether it should have. We score your margins against the top quartile, flag provider utilization when it slips, and show which marketing spend is actually bringing patients through the door. That context sits behind every screen of the portal and every answer the AI advisor gives. And because we pair a CFO with a practicing nurse practitioner, we see angles a purely financial advisor would miss.
Questions
Answers before you ask
Can I see the product before booking anything?
Yes. The sample report is open to anyone, no login or email required, with a full month of reporting for a fictional practice. When you want the full picture, we do a live walkthrough of the portal, including the AI advisor and provider views, and leave you demo access to explore on your own.
What systems do you work with?
We're tool-agnostic. We build your reporting from the reports your practice management system, accounting software, and payroll already produce, whatever you run. The honest caveat: reporting is only as good as the data behind it, so part of onboarding is making sure your source reports are complete and reliable before we publish anything.
Do my providers get their own logins?
Yes, if you want them to. Each provider sees their own goals, daily pacing, and month-end performance, and only their own. No colleague comparisons, no practice financials, no payroll. Owners decide exactly which extra views, if any, each person gets.
Is the AI advisor using my data to train anything?
No. The advisor reads your reporting data to answer your questions and that's the whole relationship. Patient identities are removed from its context by default, and its access follows the same role rules as the dashboard: a provider's chat can't see practice financials you haven't granted.
Where do the benchmarks come from?
From practices matched to yours on those same four dimensions, drawn from industry data and our own client work. Your practice's numbers are never shown to anyone else; benchmarks you see are aggregates.
What does the monthly rhythm look like?
After each month closes, we build your full package: financials, KPIs, benchmarking, and plan vs actual, published to your portal. We then walk through it together on your advisory call. Between closes, the live provider view syncs daily and the AI advisor is there whenever a question comes up.
How long does onboarding take?
About a month for most practices. We work from the reports your systems already produce, map your chart of accounts against them, and build your first package around your first close. What we need from you is access and a couple of hours of questions, not a project to staff.
Get Started
Ready to see what your numbers are really telling you?
Book a free strategy call and we will walk through your practice financials, the levers that matter most for your specific numbers, and how Luma reports will sharpen your view of the business. No commitment required.
Not ready to talk? The sample report is open right now, no login needed.
Not a call person, or just have a question? Write to us instead. Leave a phone number if you'd rather text, and we'll follow your lead.