First Name

Last Name

Email *

Beauty Business Name *

Beauty Business Industry *

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?

No idea

I have an idea

Yes, I know

Yes, and I adjust decisions based on it

(bare minimum you must make to NOT lose money)

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 or do you just pay your bills and keep it moving?

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