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Licensed CPAs

30+ Years in Practice

Members AICPA & ASCPA

(928) 224-8389

Cash-Pay Medical → Longevity

Accounting for Longevity Clinics.

Peptide and longevity clinics combine two things a generalist CPA rarely sees together: real per-patient compounding costs, and a regulatory environment that shifts by state and year. We track those costs by protocol, report each membership tier separately, and keep your structuring current as the rules evolve.

Longevity clinic providers consulting in an exam room

Where this accounting goes wrong

The problems specific to this model.

01

Compounding costs untracked per protocol

Peptide protocols sourced from compounding pharmacies carry real, often significant per-patient costs that vary by protocol and dose — without tracking COGS at the protocol level, margin on your most popular programs is a guess.

02

Membership tiers with wildly different cost profiles

A basic labs-and-consult tier and a full concierge longevity program have very different underlying costs. Blended into one membership revenue number, you can’t tell which tier is actually profitable once compounding and lab costs are factored in.

03

Structuring that hasn’t kept up with a shifting regulatory landscape

Peptide and longevity medicine sits in an evolving, state-dependent regulatory environment. Entity and compliance structuring set up at launch often hasn’t been revisited as the rules — and the practice — have changed.

04

Rapid growth outrunning the back office

Many longevity clinics grow fast in their first two years. Financial infrastructure built for a single-provider startup often can’t answer basic margin questions once the practice adds providers or locations.

How we help

What that looks like in practice.

Compounding costs tracked by protocol

Per-patient compounding and sourcing costs tracked at the protocol level, so margin on every program is a real number.

Membership tiers reported individually

Each tier’s revenue weighed against its actual underlying costs, so you know which levels of program are genuinely worth offering.

Structuring reviewed as the landscape shifts

Entity and compliance structure revisited as regulations evolve and the practice grows — not left as it was set up on day one.

Financial infrastructure built to scale with you

Reporting and systems built for where the practice is going, not just where it started, so growth doesn’t outrun your ability to see the numbers.

Cash-Pay Medical Practices

Six other specialties, one pillar.

See the full Cash-Pay Medical Practices overview →
Direct primary care physician greeting a patient at check-in

Direct Primary Care

Membership dues, panel-size economics, and PMPM revenue recognized correctly.

Concierge physician greeting patients warmly

Concierge Medicine

Annual retainers, provider comp, and structuring for multi-location growth.

Medical spa esthetician performing a facial treatment

Medical Spas

Package revenue, injector compensation, and product inventory that actually reconciles.

Functional medicine consultation with nutrition notes and fresh produce

Functional Medicine

Supplement inventory, lab markups, and membership tiers under one clean chart of accounts.

Patient receiving IV drip therapy with a nurse at bedside

IV Therapy Clinics

Per-visit and membership revenue mix, plus multi-provider payroll.

Naturopathic practitioner preparing an herbal tincture

Naturopathic Medicine

State-specific licensure, dispensary revenue, and solo-owner compensation.

Common questions · FAQ

Longevity, answered.

At the protocol level — so the real cost of sourcing and compounding is matched against what each program bills, and you can see which protocols are actually profitable.

Yes — each tier has a different cost profile once compounding and lab work are factored in. Tracking them individually is the only way to know which ones are worth the price you’re charging.

We keep your entity and compliance structuring current as the landscape shifts by state and by year, and flag when a change in the rules should prompt a change in how you’re set up.

That’s one of the most common calls we get from longevity clinics. We rebuild the financial infrastructure to match where the practice is actually headed, not just where it started.

Keep exploring

Industries

Cash-Pay Medical Practices

Every cash-pay specialty we work with, one level up.
Industries

Functional Medicine

The root-cause discipline longevity medicine builds much of its protocol on.
Accounting & Advisory

Fractional CFO Consulting

Margin work for a model that mixes memberships, labs, and protocols.

Begin

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