SERVICES

Ready to See Your Numbers Clearly?

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You handle your clients. I handle your books. Whether you need a one-time assessment or a full cleanup, every service at Profit & Precision is done for you — starting with one goal: a clear, accurate picture of where your business stands financially. All you need to do is provide access and let me get to work.

Clean books. Clear numbers. Confident decisions. — Financial clarity for solo suite owners, by a CPB who gets the beauty industry.

Close-up of a pricing spreadsheet for estheticians showing a four dollar and twenty cent profit margin per facial.

Start Here Before Anything Else.

Books Assessment Review

Investment: $397 · One-time service

Before any cleanup or advisory work begins, we start with a clear picture of where your books actually stand. This is a professional review of your current financials — delivered as a written report with plain-English findings and clear next-step recommendations.

  • Identifies errors, gaps, and missed opportunities in your current books.
  • Delivered as a written report you can actually understand and act on.
  • Required before any cleanup work begins — so nothing gets missed.
BOOK YOUR assessment

DONE-FOR-YOU SERVICES

How It Works

STEP 1 · REQUIRED

$397

Professional review of your current books
Delivered as a written report, you can understand
Identifies errors, gaps, and missed opportunities
Clear next-step recommendations included

Every engagement starts here. This gives us both a clear picture of exactly where your books stand — before any work begins.

STEP 2 · OPTION A

Quoted after Books Assessment Review

Scope and investment confirmed after assessment Full prior year categorized and reconciled
Done entirely for you
Delivered tax-ready for your accountant or tax preparer

For suite owners who need last year’s books cleaned up and organized before moving forward. You provide access — I handle the rest.

STEP 2 · OPTION B

Strategic Advisory
Coming Soon

For suite owners who are ready to understand their numbers and make confident decisions going forward. Strategic guidance, benchmarks, and personalized recommendations — available after your books are clean and current.

Join the waitlist to be notified when advisory spots open.

How this Works

01

iPad Pro displaying a tax readiness bar chart with estimated annual tax owed and current savings for a solo esthetician.

Book Your Assessment

Before anything begins, we start with a clear picture of where your books actually stand. Schedule your Books Assessment Review, and I’ll review your QBO or accounting software, identify the gaps, and deliver a plain-English findings report with clear next steps.

02

Profit and Precision financial dashboard on a laptop in a luxury esthetician suite with copper calculator and marble desk.

Review Your Findings

Within a few business days, you’ll receive your written findings report — no jargon, no overwhelm. Just a clear summary of what’s off, what’s missing, and exactly what needs to happen next so your books are ready for your tax preparer.

03

Top-down view of a financial calculator and notebook diagnosing a service mix revenue ceiling for a suite owner.

Decide Your Next Step

Some suite owners stop here — the clarity alone is worth it. Others move forward with a Prior Year Books Cleanup. Either way, you leave knowing exactly where you stand financially. No more guessing.

Work With Me

Work With Me

Behind every profitable suite is a bookkeeper who actually understands the beauty industry. I work exclusively with solo estheticians and suite owners — so you’re never explaining your business to someone who doesn’t get it.

Book Your assessment