Services That Support You Through Every Season

Clarity.

Partnership.

Growth.

You’ve built something meaningful. But when it comes to your finances, things still feel disconnected. Whether you’re just getting started, ready to grow, or scaling fast—we’re here to walk with you and bring structure, strategy, and calm to your money.

Know your numbers. Take back control.

Foundations

For the salon owner who’s done doing it alone. You want clean, accurate books and reports that actually make sense—without feeling overwhelmed. Foundations is your reset: supportive, simple, and structured.

 

What’s Included:

  • Full monthly bookkeeping

  • Customized financial reports & CEO snapshot

  • Subcontractor (1099) tracking

  • Client portal + support walkthroughs

This is for you if:

  • You’re ready to stop guessing and start understanding your numbers.

  • You want to stay tax-ready with zero stress

  • You’ve worked with bookkeepers before but still felt confused.

  • You want support from someone who explains, not just delivers.

Make your money work for you.

Growth

For the salon owner who’s ready to lead with intention. Growth includes done-for-you bookkeeping plus Profit First setup, quarterly check-ins, and strategic planning so you can start growing on purpose.

 

What’s Included:

  • Everything in Foundations

  • Quarterly Financial Focus Sessions

  • Annual Profit Planning Session

  • Profit First account setup + annual TAP review

  • Light Profit First accountability

  • CPA liaison support

This is for you if:

  • You’re making money, but not sure where it’s going.

  • You want structure and a plan to guide your growth.

  • You need guidance, but not full-on CFO advisory just yet.

Confident decisions. Consistent profit.

Scale

For the salon CEO scaling with intention. You want a full financial partner in your corner: someone to help you interpret the numbers, plan ahead, and make smart, strategic decisions as you grow.

 

What’s Included:

  • Everything in Growth

  • Weekly bookkeeping

  • Monthly Financial Focus Sessions

  • Mid-Year Strategy Check-In

  • Custom Profit Roadmap

  • Monthly Profit First coaching + allocation reviews

This is for you if:

  • You’re growing fast and need tighter insight.

  • You want expert partnership, not just reporting.

  • You’re ready to lead your salon like a CEO.

Let’s clear the chaos and start fresh

Cleanup & Setup

Whether you're brand new to QuickBooks or cleaning up a mess, this is where we reset your books and rebuild a clean, solid foundation.

QuickBooks Setup + Catch-Up (for new users):

  • Full QBO setup with custom chart of accounts

  • Integration of financial tools

  • Backdating and reconciling past transactions

  • Optional dashboard walkthrough (only if you want it!)

  • Free trial + subscription discount

QuickBooks Cleanup (for existing users):

  • Full financial checkup and data review

  • Error correction, transaction fixes, and reconciliations

  • Custom chart of accounts cleanup

  • Optional walkthrough of updated file

All Cleanup & Setup clients receive:

  • A 1:1 review and strategy session to walk through updated numbers.

  • Clarity on what changed, What's working, and what needs to shift.

  • Goal setting with actionable next steps to strategically move forward.

  • Insight into potential profit leaks and how to start closing them.

  • A glimpse into ongoing advisory support if you're ready to grow.

Custom pricing based on scope | Payment plans available

Add-On Services

Looking for extra support? These can be added to any core package (*or as needed):

Payroll processing

Sales tax filing

*1099 filing for contractors (each January)

*Profit First deep-dive assessment

Let’s Build a Business That Works With You—Not Against You

You don’t need to figure this out alone. If your finances have felt confusing, heavy, or like they’ve been on the back burner for too long—you’re in the right place.

Together, we’ll bring clarity, strategy, and structure to your numbers so your salon can grow from the inside out.

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“Successful mothers are not the ones who have never struggled. They are the ones who never give up despite the struggles.”

- Sharon Jaynes