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Medical Spa Financial & Operational Audit Template
Section 1: Financial Compliance
1. Does the medical spa maintain accurate financial records?
Yes
No
2. Are all revenue sources properly documented?
Yes
No
3. Is there a process for regular financial audits?
Yes
No
4. Are expenses categorized and tracked accurately?
Yes
No
5. Is there a budget in place for operational expenses?
Yes
No
6. Are financial statements reviewed by management regularly?
Yes
No
7. Is there a system for tracking patient payments?
Yes
No
8. Are refunds processed in a timely manner?
Yes
No
9. Is there a policy for handling financial discrepancies?
Yes
No
10. Are financial records stored securely?
Yes
No
Section 2: Medical Spa Financial & Operational Audit
1. Is there a process for approving major expenditures?
Yes
No
2. Are all staff trained on financial policies and procedures?
Yes
No
3. Is there a system for tracking inventory levels and costs?
Yes
No
4. Are there controls in place to prevent fraud?
Yes
No
5. Is there a process for reconciling bank statements monthly?
Yes
No
6. Are financial forecasts prepared and reviewed regularly?
Yes
No
7. Is there a policy for managing credit and collections?
Yes
No
8. Are all financial transactions recorded in a timely manner?
Yes
No
9. Is there a process for evaluating the financial performance of services?
Yes
No
10. Are there regular reviews of pricing strategies for services?
Yes
No
11. Is there a documented process for financial reporting?
Yes
No
12. Are financial policies communicated to all employees?
Yes
No
13. Is there a contingency plan for financial emergencies?
Yes
No
14. Are external financial advisors consulted regularly?
Yes
No
15. Is there a process for tracking and managing patient billing disputes?
Yes
No