Where this accounting goes wrong
The problems specific to this model.
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.
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.
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.
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
Membership dues, panel-size economics, and PMPM revenue recognized correctly.
Concierge Medicine
Annual retainers, provider comp, and structuring for multi-location growth.
Medical Spas
Package revenue, injector compensation, and product inventory that actually reconciles.
Functional Medicine
Supplement inventory, lab markups, and membership tiers under one clean chart of accounts.
IV Therapy Clinics
Per-visit and membership revenue mix, plus multi-provider payroll.
Naturopathic Medicine
State-specific licensure, dispensary revenue, and solo-owner compensation.
Common questions · FAQ
Longevity, answered.
Keep exploring
Cash-Pay Medical Practices
Every cash-pay specialty we work with, one level up. IndustriesFunctional Medicine
The root-cause discipline longevity medicine builds much of its protocol on. Accounting & AdvisoryFractional CFO Consulting
Margin work for a model that mixes memberships, labs, and protocols.Begin
Talk to a CPA who already speaks longevity medicine.
Free, no obligation — a 20-minute call with a partner. Bring your last return and we'll read it live.
Book a discovery call






