Client trainingVisited 0 of 32 modulesReference
Sources
Every page the modules quote or screenshot, with the date it was captured. Educational use with attribution; each screenshot shows only enough to identify the page and its claim.
| Used in | Source | Captured |
|---|---|---|
| Finance 1 | Investopedia, Accrual Accounting (updated Apr 7, 2026) | Sep 28, 2026 |
| Finance 1 | OpenStax, Principles of Accounting Vol 1, 2.1 and 4.1 | Sep 28, 2026 |
| Your two companies (private) | The client's management services agreement and Benchmark Advisors chart of accounts guides | Aug 2026 |
| Finance 2 | Investopedia, Deferred Revenue (updated Sep 28, 2026) | Sep 28, 2026 |
| Finance 2 | CDTFA, Tax Guide for Barbers and Beauty Shops, Industry Topics | Sep 28, 2026 |
| Finance 2 | IRS, Tangible Property Final Regulations (de minimis safe harbor) | Sep 28, 2026 |
| Finance 2 | IRS Publication 583; IRS, About Form 1099-NEC | Sep 28, 2026 |
| Finance 3 | Intuit QuickBooks help: Categorize online bank transactions, Set up bank rules, Reconcile an account | Sep 28, 2026 |
| Advanced 4 | Investopedia, EBITDA; Adjusted EBITDA; CFI, What Is EBITDA | Sep 28, 2026 |
| Advanced 5 | FOCUS Investment Banking, Medspa Valuation Multiples Dashboard (Aug 7, 2026); Breakwater M&A; CT Acquisitions Multiples Report 2026 (Jul 1, 2026); a Google search result shown as a sanity check, not a source | Sep 28, 2026 |
| Finance 4 and Finance 5 | Boulevard, Average Medical Spa Revenue in 2026; AmSpa State of the Industry; Mesirow, 2026 Mid-Year Market Update: MedSpa; benchmark figures compiled by Benchmark Advisors from OptiMantra, JeriCommerce, Sorso and CT Acquisitions | Sep 2026 |
| Finance 6 | AmSpa state legal summaries; card network surcharge rules; Benchmark client savings, rounded and shared with permission | Sep 2026 |
| Operations 3 | Investopedia, Inventory; Investopedia, Cost of Goods Sold; manufacturer prescribing information for reconstitution and storage windows | Sep 2026 |
| Operations 6 and Operations 7 | AmSpa State of the Industry (member visit frequency and spend); CT Acquisitions (membership and retention benchmarks); Boulevard published data on rebooking | Sep 2026 |
| Marketing 1 | Google, How to improve your local ranking on Google, Business Profile Help Center | Sep 2026 |
| Marketing 4 | Benchmark client funnel data, anonymized; AmSpa State of the Industry (marketing spend as a share of revenue) | Sep 2026 |
| Advanced 6 | The 2026 advisor reports listed under Advanced 5 (deal structure); Benchmark Advisors deal experience, no client or transaction named | Sep 2026 |
| Reading list | HBR Store; medspaprofitability.com | Sep 28, 2026 |
The Harbor Aesthetics figures are invented for teaching and are not drawn from any client. Client QuickBooks screenshots show account structure only; no balances, bank details or patient data appear, and company names are masked outside the private module.
Educational material from Benchmark Advisors, not tax, legal, medical or investment advice, and not a promise of any result. The sample clinic and its figures are invented. Rules differ by state and change; confirm anything that matters with your CPA, your attorney and your state board. Full disclaimers.