THE PROCESS

Our Streamlined Onboarding Process

We understand the unique financial intricacies of the beauty industry. Our process is designed to seamlessly integrate our expertise with your business, ensuring precision and strategic growth.

Step 1: Strategic Discovery Assessment

Your journey begins with our Advanced Discovery Questionnaire. This essential tool allows us to gain a deep understanding of your salon's operations, current financial challenges, and long-term aspirations. By providing these crucial details upfront, we can develop a highly targeted bookkeeping strategy that proactively addresses pain points, streamlines your financial processes, and empowers superior decision-making. This initial investment of your time directly translates into more efficient, impactful bookkeeping support, propelling your business forward.

Step 2: Personalized Consultation & Alignment

Following the questionnaire, we invite you to book a complimentary consultation. During this meeting, we'll thoroughly review your responses and delve into your specific objectives and business needs. This collaborative discussion is vital for us to identify how we can deliver maximum value to your salon. It's also an excellent opportunity for you to ask any questions. If we both determine a strong synergy, we'll proceed to the next phase, which involves either a comprehensive File Review or a new File Build.

Step 3: Foundation for Financial Excellence

Depending on your current financial setup, we'll initiate one of two critical processes:

Option 1: Comprehensive File Review

Every client relationship begins with a required, paid File Review. This is a meticulous examination of your existing financial records and processes, designed to uncover inefficiencies, errors, and potential risks. This vital step ensures your financial foundation is robust and identifies key areas for improvement. It typically includes:

• A thorough review of financial records and documents for accuracy and completeness.

• An assessment of how transactions are recorded, categorized, and reconciled.

• Identification of areas that may impact financial accuracy and efficiency.

• Recommendations for actionable solutions to address identified problems.

Upon completion, you will receive a comprehensive report detailing our findings and recommended solutions for your current challenges. This report will feature a customized action plan tailored to your specific needs, along with a personalized proposal outlining your monthly bookkeeping service fee and any necessary clean-up work.

Option 2: Customized File Build

For new businesses or those requiring a fresh start, we offer a Customized File Build. This involves the bespoke setup of your entire business account within either QuickBooks Online or Xero. Your new file will be meticulously tailored to your salon's unique operational needs and specific personalization requirements, ensuring a perfectly optimized financial system from day one.

Step 4: Ongoing Partnership & Strategic Reporting

Once your financial foundation is established, you will be seamlessly integrated into our standard recurring monthly bookkeeping service. This ensures predictable support without any surprises. At the close of each month, you'll receive a detailed report outlining the month's work, along with tailored financial reports designed specifically for your business. We also offer the option of a video or phone meeting to thoroughly review the details and address any questions you may have, fostering an ongoing partnership focused on your salon's financial success.

Ready to elevate your salon's financial health? Let's discuss how our expert bookkeeping services can empower your business.