The Pretty Profits System
Build, manage, and multiply your money
If you are committed to experiencing more clarity around your personal and business finances and understanding how to build wealth.
This 6-month private advisory engagement focuses on strategy, structure, tax planning, and long-term wealth positioning, not day-to-day execution.
Following your Beauty Business Audit, select clients are invited into an ongoing advisory relationship focused on high-level decision-making, tax positioning, and long-term wealth strategy.
You’ve already built momentum. This is where we refine, structure, and position your business and income to support sustainable growth and long-term wealth. This is a private-client experience designed for founders who no longer need basic guidance, but require strategic partnership across business, tax, and financial decisions. It’s no longer about asking “What should I do?” It’s about making informed, intentional decisions that build wealth beyond the day-to-day.
This strategic wealth, tax, and business advisory is for founders operating at a higher level. This is a Private-Client Wealth Strategy & Advisory. For select clients, this engagement may expand into a fractional CFO leadership role depending on business complexity and needs.
where does this experience fit?
Every client engagement begins with the Beauty Business Audit, where we analyze your business, finances, and tax position in detail. From there, we recommend the appropriate level of advisory based on what your business actually needs. This is not a one-size-fits-all advisory program. This experience is one of the pathways clients are placed into following that analysis.
The Pretty Profits System
If you are committed to experiencing more clarity around your personal and business finances and understanding how to build wealth.
Twelve Months
You don’t need more clients. You need a strategist in your corner. You are ready to build wealth with intention, not intuition.
Topic: Setting Up a Strong Financial Foundation
Choosing the right business entity (LLC, S-Corp, etc.)
Registering your business properly
Opening a business bank account & separating personal/business finance
Understanding financial statements (P&L, balance sheet)
Action Items: Set up business entity (if not already done), open business bank account, start tracking income/expenses
Topic: How to Keep More of What You Earn
Creating a budget & cash flow system for your business
Pricing your services for profitability
Understanding profit margins & service costs
Setting up an emergency fund for your business
Action Items: Adjust pricing structure if needed, set up a business budget, calculate your break-even point
Topic: Tax Strategies for Beauty Professionals
Common tax mistakes beauty professionals make
Business deductions that reduce your tax bill
How to track & organize expenses for tax season
Estimated taxes: how much to save & when to pay
Action Items: Adjust pricing structure if needed, set up a business budget, calculate your break-even point
Topic: Making Money Management Easy
Bookkeeping essentials for beauty professionals
Best accounting & bookkeeping software to use
Creating a system for tracking income & expenses
Automating savings, payroll, and tax payments
Action Items: Choose a bookkeeping system, set up automations for taxes & savings
Topic: Smart Investments for Beauty Professionals
Retirement accounts (SEP IRA, Solo 401k)
Stock market basics: brokerage accounts & ETFs
Real estate investing for beauty professionals
Passive income strategies
Action Items: Open a brokerage or retirement account, start researching investment opportunities
Topic: Long-Term Growth & Financial Freedom
Setting financial goals & a 5-year wealth-building plan
Expanding your income streams (products, education, rental space, etc.)
When to hire a team or accountant
Recap: Key takeaways from the program & next steps
Action Items: Create a personal financial & business growth plan
Private group chat for accountability
Weekly homework & templates (budgeting sheet, tax checklist, pricing calculator)
End-of-program Q&A + bonus strategy session
done for you!
Business Entity Setup Checklist – Steps to register an LLC, S-Corp, or Sole Proprietorship
Business Budget Template – Google Sheets/Excel file to track business expenses and income
Pricing Calculator – Helps beauty pros set profitable service prices based on costs and profit margins
Cash Flow & Profit Tracker – Spreadsheet to monitor monthly revenue, expenses, and profits
Tax Deduction Cheat Sheet – List of industry-specific tax write-offs
Estimated Tax Calculator – Helps them figure out how much to set aside for quarterly taxes
Bookkeeping Spreadsheet (If software/app is still in process) – Simple tracker for income and expenses
Monthly Finance Checklist – Guide to staying organized with taxes, bookkeeping, and budgeting
Investment Account Setup Guide – Step-by-step instructions for opening a brokerage or retirement account
Wealth-Building Roadmap – A 5-year financial plan template with goals and action steps
Income Strategy Guide - A tax-focused planning worksheet that helps you design and structure additional revenue streams in a way that reduces tax liability and increases long-term wealth
Tax Strategy Blueprint - A personalized tax plan that shows how to legally reduce your taxable income, protect your earnings, and structure your business.
Custom financial analysis; Personalized tax planning
Business Organization and Systems (cash
flow analysis and management, debt
analysis and management, assets, liabilities)
Investment planning (Core investment
strategy and plan - diversified portfolio
options)
Tax Planning (Tax efficiencies,
filings, ownership structures)
Financial Planning (Books,
records, systems setup, income.
deductions, )
Retirement/education planning
(401Ks, 529s, brokerage accounts)
Estate Planning (wills, trusts, life
insurance,directives )
worksheets
(tax savings planner, investment roadmap)
The Financial Strategy Deep Dive
This is where your transformation begins. During this private session, we break down your Beauty Business Audit, review your numbers, and identify the exact gaps holding your business back. Together, we map your income, clarify your expenses, and outline the core financial systems you need. You’ll walk away with clarity, direction, and the foundation for your new money strategy.
Your Custom Blueprint + Tax & Profit Strategy
In this session, you receive your personalized 12-month financial blueprint, built around your real numbers, business model, and goals. We walk through your new CEO money flow system, refine your tax-saving strategy, map out your profit allocations, and make sure your financial plan is practical, manageable, and aligned with the lifestyle you want. This call gives you the step-by-step plan your business has been missing.
Wealth Account Setup + Portfolio Foundations
This is where your long-term wealth takes shape. Together, we’ll set up the accounts that support your financial future including brokerage accounts, retirement accounts, 529 college savings plans, high-yield savings buckets, and any additional wealth structures needed. We finalize your blueprint, walk through your systems, and ensure you feel confident managing, growing, and multiplying your money. By the end of this session, your full financial infrastructure is built clearly, correctly, and ready to scale.
financial
Business Entity Setup Checklist – Steps to register an LLC, S-Corp, or Sole Proprietorship
Business Budget Template – Google Sheets/Excel file to track business expenses and income
Pricing Calculator – Helps beauty pros set profitable service prices based on costs and profit margins
Cash Flow & Profit Tracker – Spreadsheet to monitor monthly revenue, expenses, and profits
Tax Deduction Cheat Sheet – List of industry-specific tax write-offs
Estimated Tax Calculator – Helps them figure out how much to set aside for quarterly taxes
Bookkeeping Spreadsheet (If software/app is still in process) – Simple tracker for income and expenses
Monthly Finance Checklist – Guide to staying organized with taxes, bookkeeping, and budgeting
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An Exclusive 3-Day Luxury Retreat for Beauty Professionals Ready to Elevate Their Business, Finances & Lifestyle Step into the Belle House Luxe Weekend - a high-end immersive experience in Miami where beauty professionals come to master their business, build wealth, and indulge in the luxury they deserve. This transformational weekend blends live financial and business education with elevated self-care and opulent experiences, giving you the perfect balance of success and serenity.
Join Now!An exclusive lifestyle and wealth-building club created for beauty professionals who do more than work behind the chair — they build legacies.Inside this members-only community, hairstylists, estheticians, makeup artists, nail techs, and beauty entrepreneurs come together to elevate their craft, expand their income, and embrace a life of luxury, travel, and self-care.From curated wellness retreats to high-level money and business experiences through our signature Houses — Belle House, Power House, Pent House, and Zen House — A New Status Quo™ gives beauty pros the strategy, sisterhood, and sophistication to grow wealth and live beautifully, inside and out.
Join Now!
Luxury & Self-Care at the Forefront – Indulge
in exclusive wellness retreats, high-end travel
experiences, and curated self-care practices
designed to help you thrive inside and out.
Beauty & Business Mastery – Learn how to
build a premium brand, attract high-paying
clients, and create a business that gives you
financial freedom.
Elite Travel Experiences – Expand your horizons
with luxury getaways and networking events in
stunning destinations, all while connecting with
like-minded beauty professionals.
Smart Money & Business Strategies – Get
insider knowledge on pricing your services,
managing business finances, investing, and
scaling your beauty empire.
A Powerful Network of Beauty Pros –
Surround yourself with ambitious, successful,
and supportive beauty entrepreneurs who
inspire you to level up in business and life.
For select clients, this engagement may expand into a deeper financial leadership role depending on business complexity and needs.
