Cosmetology School Bookkeeping
Set-up
DIY OPTION
Your roadmap to accreditation starts with financial readiness.
We break the process into clear, manageable steps to help you move forward based on your current financial standing.
Accreditation Financial Consultation – $499 (One-Time)
An in-depth consultation on the financial aspects of the accreditation process
What You Get:
✔️ Step-by-Step Overview of Accreditation from a Financial Perspective
The entire accreditation timeline explained (books audit-ready → financial audit → report to NACCAS → submission to the Department of Education).
The financial records and reports required at each stage.
Understanding your Composite Score and why it matters.
✔️ What It Takes to Get Your Books Audit-Ready
The exact GAAP financial requirements for accredited schools.
Why schools must track student tuition, refunds, and receivables correctly.
How to prepare for third-party audits without financial red flags.
✔️ Personalized Financial Readiness Assessment
Identify where your school currently stands in the process.
Customized recommendations for your next steps.
Q&A session to clarify any concerns about costs, expectations, and timelines.
📌 Who This Is For: New or existing school owners who need a clear understanding of accreditation financial requirements before making any major decisions.
Bookkeeping Setup & One-Year Financial Catch-Up for Automation – $2,999 Setup + $299/Month (Optional Support)
Structuring your books now means an easier path to accreditation later.
What You Get:
✔️ Complete One-Year Bookkeeping Setup
We will recreate your financials for the past 12 months to establish a clean foundation.
Ensure proper categorization of tuition income, payroll, and expenses.
Set up cash-based accounting to align with your current system.
✔️ Custom Rule Automation for Monthly Bookkeeping
Implement QuickBooks rules & automations for tuition tracking, expense categorization, and reconciliation.
Set up custom reports for school owners to track key financial data.
Create monthly financial workflows to make DIY bookkeeping easier.
✔️ Training & DIY Financial Guide
60-minute training session on how to maintain clean, audit-friendly books.
Custom guide on how to record tuition, expenses, and payroll.
📌 Who This Is For: Schools that want organized, automated books but aren’t ready to pay for full bookkeeping services every month.
🛠️ Optional Ongoing Support: After setup, you can choose to pay $299/month for monthly check-ins & troubleshooting.
Basic Financial Policies & Procedures Setup – $1,499 (One-Time)
Not ready for full accreditation but want to maintain financial control and compliance?
What You Get:
✔️ Simple, Easy-to-Follow Financial Policies
Tuition payment & refund tracking guidelines.
Expense approval processes to prevent financial mismanagement.
Record-keeping requirements to ensure financial transparency.
✔️ Internal Controls for Small Schools
How to segregate financial duties (even with a small team).
Best practices for cash handling & fraud prevention.
Setting up monthly financial checklists to stay on track.
✔️QuickBooks & Financial Process Documentation
We’ll document how to maintain clean financial records.
Templates for tracking student payments, expenses, and accounts receivable.
A simple financial oversight process to stay organized.
📌 Who This Is For: Schools that want financial organization and control but aren’t ready for accreditation yet.
Ready to get started?