Financial Clarity, Made Cozy
Practical tips, guides, and resources for salon and spa owners who want calm, organized books and financial confidence they can actually feel.
Featured Guides & Resources
Cash Flow Guide Made Simple for Salon Owners
A cozy guide to understanding money in, money out - and what it means for your business.
Cash flow isn’t about spreadsheets or scary financial terms.
It’s simply the story of:
➡️ money in
➡️ money out
➡️ and what you have left.
Booth Renter vs Commission Model Breakdown
Which structure makes the most sense for your salon’s growth?
Ask yourself:
Do I want independence or leadership?
Is team culture important to me?
Do I want stable income or scalable income?
What’s my stress tolerance?
The Product Cost & Inventory Checklist
Track what’s coming in, going out, and which products are actually profitable.
Inventory is one of the biggest silent profit killers in salons and spas.
Monthly Bookkeeping Checklist for Beauty Pros
Everything you should look at each month - without the overwhelm.
A consistent monthly routine creates clarity, confidence, and long-term stability — even during busy seasons.
From The Cozy Ledger Blog
Insights, tips, and cozy clarity for beauty-business owners.
Blog
5 Signs Your Salon Books Need a Clean-Up
Here’s the cozy truth:
Messy books don’t mean you’re failing.
They usually mean you’re busy, growing, and doing your best.
Blog
How to Read Your Monthly Salon Financials
Your monthly financial reports don’t have to feel like a foreign language.
In “How to Read Your Monthly Salon Financials,” I walk you through your Profit & Loss, Balance Sheet, and cash flow in calm, plain English—so you can finally understand what your numbers are trying to tell you. You’ll learn which 5 numbers matter most for salons and spas, how to turn reading your reports into a cozy monthly ritual, and get access to a free Monthly Salon Financial Snapshot worksheet to make it all feel simple and doable.
Blog
Are My Prices Supporting My Lifestyle?
Are your prices truly supporting your life—or just keeping you busy behind the chair?
In “Are My Prices Supporting My Lifestyle?” I walk you through a calm, practical way to look at your top services, your time, and your take-home pay so you can see whether your current pricing is really working for you. You’ll learn simple signs your prices may be too low, how to check your real hourly rate (after product costs), and get a free Salon Service Pricing Check-In Worksheet to help you make gentle, confident adjustments that honor both your guests and your energy.
Running a salon or spa comes with a lot of moving pieces - your books shouldn’t add to the stress. This FAQ section offers simple, supportive answers to the questions beauty professionals ask most. Whether you’re looking for monthly bookkeeping, clean-up help, or clarity around QuickBooks, you’ll find what you need right here.
Answers to help you feel confident in your next steps.
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I provide bookkeeping services for salon & spa professionals - stylists, estheticians, lash artists, microblading technicians, booth renters, and beauty studio owners.
Your industry has unique expenses, seasonality, and financial workflows, so your bookkeeping should reflect that. -
No. Whether you're brand new to QuickBooks or switching from another system, I’ll guide you through a clean, stress-free setup tailored to your beauty business.
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Your bookkeeping tier depends on:
• How many bank & credit card accounts you use
• Monthly transaction volume
• Whether you have booth renters or employees
• How fast your business is growing
• Whether you need clean-up before onboardingWe’ll review everything together during your Discovery Call to determine the best fit.
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Absolutely — clean-up services is one of the most common services beauty pros need.
If your books are behind, inconsistent, or feel overwhelming, a clean-up ensures everything is accurate before we begin monthly support. -
Most salon owners only submit:
• Receipt photos
• Notes on unusual purchases
• Updates if you open a new account, team member, or revenue streamI handle reconciliation, categorization, reporting, and financial clarity so you can stay focused on your clients.
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Email is our main communication channel, and we also schedule monthly check-ins for updates, financial clarity, and ongoing support. You’ll always have a calm, reliable point of contact.
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You’ll receive your Profit & Loss, Balance Sheet, and Cash Flow Summary shortly after reconciliation each month. Everything is delivered consistently so you always know where your business stands financially.
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No shame. No judgment.
If you fall behind, I simply help you get caught up. The Cozy Ledger is built to support your growth, not pressure you. -
Yes — booth renters often fit perfectly into the Starter or Growth tier depending on their accounts and transaction volume.
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Yes - I support salons and spas across the United States.
All services are fully remote, giving you ongoing support without the need for in-person meetings. -
Book a Discovery Call.
We’ll review your current setup, discuss your goals, and recommend the best bookkeeping support for your salon or spa.
Ready for cozy clarity in your numbers?
Let’s talk about what your salon or spa needs — and how I can support you every month.
No pressure. No sales pitch. Just clarity.