First Name
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Last Name
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Email
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Phone number
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Beauty Business Name*
Beauty Business Industry
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How do you track your income/expenses?
I don’t (I just check by balance)
I use a spreadsheet/notes app
I use accounting software
I have a bookkeeper/accountant
Do you know your profit margin from last month?
What's a profit margin?
Nope.
Yes, I track my margin monthly.
Yes, and I adjust pricing based on it.
Do you know if you're set up in the right tax structure?
What tax structure?
Is that my LLC?
I've considered an S-Corp but I am not sure.
I know my structure and why it works
Do you set aside money for taxes?
Nope, I just pray!
I try, but not consistently
Yes, I have a percentage I put aside
Yes, and it's automated
Do you have separate bank accounts for business & personal use?
No
Yes, but I get transfers to my personal account sometimes
Yes, I keep everything separate
Yes, I have multiple business accounts for taxes, expenses, and profits
How do you determine the prices for your services?
I know I’m undercharging
I copied what others charge
I charge what feels right
I calculated based on costs
How do you feel about tax season?
STRESSED
I always owe + don’t know why
Slightly anxious
Pretty good, I plan ahead
How do you currently pay yourself?
I pay myself last
I take money randomly
Consistent salary or payroll company
I have a system & percentages
Do you know your breakeven number?
(bare minimum you must make to NOT lose money)
No idea
I have an idea
Yes, I know
Yes, and I adjust decisions based on it
What is your current tax strategy?
I don't have one
My accountant does my taxes once a year
I actively plan throughout the year
I have multiple strategies that I use to save 10K-60K per year
Which best describes how you currently operate?
Hybrid / unsure
Booth/Suite rental
Commission-based
Salon Owner/Independent service provider
Do you currently have employees, contractors, or support in your business (assistants, stylists, admin, etc.)?
No, and I’m not sure where to start
No, but I know I need help
Yes, but it feels messy/misaligned
Yes, with clear roles and processes
Are there documented processes for onboarding stylists, assistants, contractors, or team members?
No, everything is verbal or informal
Some processes, not documented
Yes, documented and consistent
Not Applicable
Do you currently have revenue streams beyond one-to-one services?
No, services only
Team-based income
Retail or digital products
Memberships or packages
Do you review your financials on a monthly basis?
No, I just pay my bills and keep it moving
Yes, but only to make sure nothing bounces
Yes, so that can see where I can save some money
Yes, I have a structured system that gives me detailed snapshots of all my money moves and cash flows
When making business decisions (pricing, hires, structure), how confident do you feel?
Overwhelmed and avoiding decisions
Not confident, I’m guessing
Somewhat confident, but second-guess often
Very confident, I have a clear strategy
If you stopped working for 30 days, what would happen?
What questions, concerns, or decisions around your business finances would you like clarity on right now?
Does your business currently support your lifestyle?
No
Barely, most things get paid monthly
Yes, just enough to pay my bills
Yes, but I'm not living the life that I deserve