Organized Financial Systems for Salons, Spas, Med Spas, and Professional Service Firms
Your books stay current. Your reports make sense. And you always have someone in your corner who understands your business as well as your numbers.
100%
Client Retention
5+ Years
Bookkeeping Experience
Long-Term
Partnerships
Why Choose South Ridge Financial Solutions
QuickBooks ProAdvisor
Certified Levels 1 & 2 + Payroll
Industry-Focused Systems
Salons, spas, med spas & professional service firms
Direct Access to Your Bookkeeper
No middlemen, just clear communication
Long-Term Advisory
Strategic guidance, not just data entry
Certified Precision, Not Guesswork
QuickBooks ProAdvisor certified across Levels 1, 2, and Payroll. Your financial systems are built and maintained by someone who knows the platform inside and out, not someone learning on your dime.
Built Around How Your Industry Operates
Commission structures, membership revenue, POS reconciliation, deferred income. South Ridge specializes in the financial realities of salons, spas, med spas, and professional service firms, not generic small business bookkeeping.
One Person. Direct Communication. Always.
No call centers, no ticket queues, no being passed around. You work directly with De'Anne, someone who already knows your business, your numbers, and your goals. Questions get answered, not routed.
A Financial Partner, Not a Data Entry Service
Beyond monthly books, you get pricing analysis, cash flow planning, growth guidance, and CPA coordination. The kind of strategic support that turns your reports into decisions you can act on with confidence.
“Thank goodness for South Ridge Financial. Thanks to De'Anne she helps keep my books up to date and I have more time I can spend teaching rather than on the computer!”
Gail Hakli
Business Owner · Middlefield, OH
Three Ways Your Business Is Supported
Built for salons, spas, med spas, and professional service firms that are ready for financial systems that actually keep up with them.
Monthly Bookkeeping and Reporting
Know exactly where your business stands, every single month.
Reconciled books, clear P&L and cash flow reports, and monthly commentary that tells you what actually matters. No guessing. No scrambling at tax time.
QuickBooks Setup, Cleanup, and Payroll
A financial system that works the way your business actually runs.
Whether you need a clean setup, a backlog reset, or payroll properly integrated, everything is built right and kept running. POS platforms like Clover, Boulevard, and Vagaro included.
Strategic Financial Partnership
A trusted advisor, not just someone who enters data.
Pricing strategy, cash flow planning, compliance, and CPA coordination. The kind of support that turns your numbers into decisions you can actually feel confident about.
Simple. Structured. Intentional.
Getting started is straightforward. A clear process designed for business owners who value their time.
- Step 01
Clarity Call
Up to 30 minutes via Zoom. A focused conversation to assess alignment and discuss your current financial structure and needs. Your inquiry is reviewed first. If there is alignment, you will receive a private scheduling link.
- Step 02
Financial Diagnostic ($450)
A thorough review of your QuickBooks Online file, chart of accounts, reconciliation status, and reporting structure. You receive a written summary with clear next-step recommendations. The fee is credited toward your first month if you proceed.
- Step 03
Long-Term Financial Partnership
Your books stay current, your reports arrive on time, and you always have a direct line to your financial partner. Structured systems. Reliable clarity. Every month.
Every Client Stays
100% client retention rate. When established businesses experience structured financial clarity, they do not go back.
“Thank goodness for Southridge Financial. Thanks to De'Anne she helps keep my books up to date and I have more time I can spend teaching rather than on the computer!”
Gail Hakli
Business Owner
Middlefield, OH
“I used South Ridge Financial Solutions to assist me with my use of QuickBooks for my LLC. They were instrumental in my successful submission of my first year's taxes. I would not hesitate to recommend their services.”
Richard Taylor
Business Owner
Myrtle Beach, SC
“Working with De'Anne has been a huge relief. She brought structure to our finances, cleaned everything up, and now our monthly reports actually make sense. It's taken a lot of stress off our plate.”
Owner, Professional Services Firm
Cleveland, OH
A Note from De'Anne
If you're here, there's likely a reason.
Maybe your business has grown, but your financial systems haven't quite kept up. Maybe you're in a season where things are moving quickly and you need more structure behind the scenes. Or maybe you've been managing the books yourself and you're starting to feel the weight of it.
Whatever brought you here, you're not alone in that.
Most of the business owners who work with South Ridge felt the same way before getting started. Nothing was necessarily wrong, but things were not as clear, organised, or manageable as they could be.
You might not be in crisis. But you know things could feel easier.
Your reports may not be giving you the full picture. Payroll might feel more complicated than it should. Your systems might work, but not in a way that gives you confidence.
What you're really looking for is not just someone to handle the books.
You're looking for structure. You're looking for clarity. And you're looking for someone you can rely on.
That's exactly what this partnership is built for.
South Ridge works with service-based businesses to bring order and consistency to their financial systems in a way that feels calm, clear, and manageable. When your books are clean, your reports make sense, and you know exactly where you stand, everything changes. Decisions feel easier. Planning feels possible. And the pressure starts to lift.
Everything stays structured and consistent so you always know where things stand. Communication is clear so you are never left wondering. And the approach is proactive so small issues do not turn into bigger ones.
Every new client relationship starts with intention.
It begins with a Clarity Call, followed by a Financial Diagnostic, so your business is properly understood before any recommendations are made. It is important that this is the right fit for both sides.
If that sounds like what you're looking for, let's talk.
De'Anne Kelly
Owner, South Ridge Financial Solutions
Ready to Stop Guessing and Start Knowing?
A Clarity Call is a focused 30-minute conversation to see if this is the right fit for your business. No pressure. Just clarity.
Your inquiry is reviewed first. If there is alignment, you will receive a private scheduling link.
Schedule a Clarity CallServing service-based businesses across Ohio and beyond.