Revenue Advisory · Toronto

Your booking data
is telling you
something.

Most service businesses have never looked at their numbers the way we do. We analyze what’s already in your booking system — and show you what it’s been trying to say.

Start your audit → See what we look for
Works with Vagaro · Square · Mindbody · Acuity · Fresha
Report delivered in 5 business days
Based in Toronto · Serving businesses across North America
What we do

We find what your
data has been
quietly tracking.

Your booking system has been recording everything — every client, every cancellation, every no-show, every gap. We turn that history into a clear picture of where revenue is being left behind, and exactly what to do about it.

01

Client Retention

How many clients came back — and what it cost when they didn’t. We calculate the real dollar gap between your retention rate and what it could be.

02

Cancellation Leakage

Unprotected appointments have a dollar value. We calculate what your cancellation rate is costing you annually — and what a policy could recover.

03

Lifetime Value Gap

The difference between a one-time client and a loyal regular is one of the most important numbers in your business. Most owners have never calculated it.

04

Service Mix

Which services are actually driving your revenue — and which aren’t earning their time. We map your mix and show you where to focus.

Who we are
Josh, Founder of Booked and Banked
Founder · Toronto

Built by someone who does
this for a living.

I’m a data analyst at one of the largest insurance companies in North America. Finding opportunity in numbers is what I do every single day. I hold a Bachelor’s in Biochemistry and a Master’s in Analytics — and I’ve spent years applying that rigour at an enterprise scale.

What I kept noticing was that independent service businesses were sitting on the same kinds of gaps — and nobody was looking. The same analytical approach that surfaces opportunity in a large organisation can genuinely shift the trajectory of a service business. The impact is faster, more visible, and far more personal.

Booked & Banked is what happens when you take enterprise data analysis and bring it to the people who need it most — with no jargon, no overwhelm, and no inflated promises.

“I genuinely want to see you win. That’s not a tagline — it’s why this exists.”
BSc Biochemistry
Undergraduate degree
MSc Analytics
Graduate degree
Toronto, ON
Based · North America
Services

Three ways to work with us.

Every engagement starts with the Revenue Audit. It’s the foundation everything else builds on — you can’t optimise what you haven’t yet understood.

Starter
Revenue Audit
$597 · One-time

For business owners who want to know exactly where they’re leaking revenue.

  • Full revenue audit — retention, cancellations, LTV, service mix
  • Revenue recovery opportunity map — numbered & prioritised
  • PDF + Word report within 3 business days
  • 45-minute strategy call included
Most popular
Growth
Business Optimizer
$1,400 · One-time

For owners ready to optimise how they price, retain, and structure their client base.

  • Everything in Revenue Audit
  • Client segmentation: VIP identification, churn risk, rebook patterns
  • Service mix optimisation to raise average order value
  • Deposit & cancellation policy recommendation
  • 60-minute strategy call included
Pro
Full Advisory
$2,400 · One-time

For growth-focused owners who want the full picture and a 6-month roadmap.

  • Everything in Business Optimizer
  • Competitive benchmark vs. local market
  • 3–6 month revenue forecast & scenario modelling
  • Automation opportunity report
  • 90-minute strategy call included

Monthly Intelligence

BI workbook, KPI dashboard, at-risk client lists, outreach copy & revenue forecast. Cancel anytime.

$197/mo

Quarterly Strategic Review

Full refresh + updated 6-month forecast. Requires prior Full Advisory.

$997/qtr
The process

Four steps to clarity.

No complicated setup. No integrations. Just your booking history and a clear picture of what it’s been telling you.

1

You share your data

Export a CSV from your booking system — Vagaro, Square, Mindbody, Acuity, or Fresha. Upload it to your private folder. No logins, no integrations.

2

We run the analysis

We process your appointment history and calculate your retention rate, cancellation leakage, LTV gap, and service mix — with dollar figures attached to each finding.

3

You receive the report

A numbered set of findings delivered within 5 business days. Every gap has a dollar amount and a prioritised action attached.

4

We talk through it

A strategy call is included with every engagement. We walk through the findings together — no jargon, no overwhelm, just clarity and next steps.

Who we work with

Any appointment-based
business with booking data.

If clients book with you and your business runs on repeat visits, we can look at your numbers.

Lash Studios & Estheticians

High-frequency repeat services where retention drives everything.

Hair Salons & Barbershops

Regular clients are the backbone. We find what’s slipping and what it’s costing.

Massage & Physiotherapy

Treatment plans depend on return visits. We show you where drop-off happens.

Personal Training & Fitness

Cancellations and no-shows are normalised but fixable. We quantify the leak.

Cleaning & Home Services

Recurring revenue businesses where client retention determines stability.

Dog Grooming & Pet Services

Loyal clients return every 4–6 weeks. We find the ones who came once and drifted.

“Honest
opinion.
Real data.”
How we work

We work with integrity.
Full stop.

This isn’t a consultancy that tells you what you want to hear. We look at your data honestly, report what we find, and tell you what we think you should do about it.

  • No inflated promises. Every business is different. We tell you what we see — not what sounds exciting.
  • No vanity metrics. We don’t do social media, content strategy, or follower counts. We do revenue.
  • No implementation. We tell you what to change and why. Execution is yours — we recommend specialists when you need them.
  • Complete transparency. You understand what’s happening at every step. No jargon, no black box, no surprises.
Get started

Curious what’s
in your data?

We don’t know until we look. But we’ve found that most service businesses have never analyzed their booking history this way — and that gap tends to be interesting.

Start your intake →

No obligation · We review before your call · Takes about 5 minutes

▶  See a real sample audit ▶  Try the revenue leak calculator