Why have Quarterly check-ins with us?

Hello, my name is Melanie Beech from Salon Expert Accountants. Today, I’m going to explain what happens during our quarterly check-ins with clients.

**The Importance of Regular Check-Ins**

Across our social media, you’ll see that we emphasize the importance of check-ins a lot. Many salon owners only hear from their accountants once a year, and we believe that’s just not enough. To get the best business and tax advice, you need to have regular contact with your accountant. This allows us to understand your business deeply and provide timely, relevant advice.

**What Happens During Check-Ins**

Video conferencing check-in
Video conferencing check-in

At the start of each check-in, we discuss anything that’s on your mind and address any immediate needs of your business. This flexible approach ensures that you get the support you need when you need it.

Our primary goal during these sessions is to help you achieve your business and financial objectives. This could involve:

  • Increasing Profitability: Offering advice on making your business more profitable.
  • Tax Planning: Optimizing tax savings throughout the year to avoid last-minute surprises.
  • Staying Updated on Tax Changes: Keeping you informed about upcoming tax changes and how they affect your business.

**Tailored Support for Your Needs**

Whether you need help with pricing, managing your money better, or understanding your financial reports, our quarterly check-ins are designed to address whatever issues are most pressing for you.

**Planning for Investments**

If you’re thinking of investing in new equipment, expanding your services, or opening a new salon, regular check-ins allow us to plan these moves strategically. This ensures that you make the most tax-efficient decisions and manage your cash flow effectively.

**Understanding Your Numbers**

One of the most crucial aspects of our check-ins is helping you understand your financial statements. We review your profit and loss statements and balance sheets, showing you how to make better business decisions based on these reports. Understanding your numbers is key to setting your salon up for success.

**Setting Your Salon Up for Continued Success**

Regular engagement with your accountant through quarterly check-ins can set your salon up for ongoing success. It helps you stay proactive, avoid surprises, and make informed decisions that benefit your business in the long run.

Get in Touch

If you think you would benefit from quarterly check-ins with us, please get in touch. You can contact us via DM or visit our website at www.salonexpertaccountants.com.

Stay engaged with your accountant and ensure your salon thrives!