Luma Practice Advisors
Hero + Nav coming in Batch 4
Everything else is here.
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.
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 of professional experience in Finance and Accounting, Zach brings the analytical rigor and financial frameworks that turn raw practice data into clear, actionable insight. He specializes in financial performance analysis, operational benchmarking, and helping business owners understand what their numbers actually mean.
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.
The Process
How it works
We work with your practice management system and financial records to get everything in one place.
Each month we produce your full financial and operational reporting package, measure your performance against plan, benchmark key metrics against peer practices, and update your live client dashboard after period close.
We meet to review findings, flag what needs attention, and give you clear recommendations you can act on before the next month begins.
The Deliverables
What you get every month
Everything in one place, updated monthly, built around your practice.
A private, secure portal with your KPIs, financial trend, revenue mix, provider performance, marketing efficiency, and inventory status updated each month.
See exactly where your practice stands relative to peers matched by revenue, market, practice age, and service mix. Not just your numbers but what they mean compared to practices like yours.
A clean income statement, cash flow statement, and balance sheet highlights, with month-over-month, year-over-year, and budget-to-actual context built in.
A dedicated monthly conversation focused on findings, flags, and clear recommendations tailored to your practice.
Why It Is Different
The benchmarking is what changes everything.
Any bookkeeper can tell you your revenue went up. We tell you whether your margins are in the top quartile, whether your provider utilization is lagging, and whether your marketing spend is generating patients efficiently. That context is what turns numbers into decisions. And because we pair a CFO with a practicing nurse practitioner, we see angles a purely financial advisor would miss.
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.
Book a Free Strategy CallOr email directly: zach@lumapracticeadvisors.com