Documents Hub
Centralized documents for the conversion pilot.
Financials, leases, payroll, agreements, staff records, training materials, and implementation files — organized in one place.
Due Diligence & Document Checklist
Before the conversion begins, the operating team needs a clear picture of the business, liabilities, team structure, lease, financials, and operational baseline.
Financial Documents
- Last 24 months of monthly sales reportsMissing
- Last 24 months of P&L statementsRequired
- Current balance sheetRequired
- Bank statementsRequired
- Tax/HST filing statusIn Review
- Payroll summaryRequired
- Accounts payableMissing
- Supplier balancesRequired
- Loan or debt obligationsRequired
- Merchant processing statementsRequired
Lease & Legal
- Current leaseReceived
- Assignment/sublease restrictionsIn Review
- Renewal termsRequired
- Personal guaranteesRequired
- Existing lease and director obligationsIn Review
- Franchise/license obligations, if anyRequired
- Corporate documentsRequired
- Shareholder/director recordsRequired
- Insurance policiesRequired
Payroll & Employment
- Employee listRequired
- Compensation structureRequired
- Commission agreementsRequired
- Hourly wagesRequired
- Vacation pay obligationsMissing
- Employment contractsRequired
- Independent contractor agreements, if anyNot Applicable
- WSIB/EHT status if applicableRequired
- Termination exposureRequired
Operations
- Current service menuReceived
- Pricing listReceived
- Booking reportsRequired
- POS reportsRequired
- Client retention reportsRequired
- Retail sales reportsRequired
- Product cost reportsRequired
- Inventory listRequired
- Chair utilizationRequired
- Staff schedulesRequired
Brand & Marketing
- Website accessIn Review
- Social media accessRequired
- Google Business Profile accessRequired
- Client communication listRequired
- Existing marketing assetsRequired
- Reviews/reputation summaryRequired
- Signage detailsRequired
- Local promotionsNot Applicable
Training & Team
- Staff biosRequired
- Skill level assessmentRequired
- Assistant/junior profilesRequired
- Training historyMissing
- Education gapsRequired
- Leadership concernsIn Review
- Key stylist retention risksRequired
Status values shown are mock data. This checklist is structured so it can later connect to a backend with document uploads, owner-assignment, and audit history.
Upload Documents
Drop files here to upload
Upload financials, leases, payroll reports, agreements, staff documents, training materials, and implementation files.
File upload functionality will be connected in a future secure version.
Document Categories
Financials
0 files
Lease & Legal
0 files
Payroll
0 files
Staff & HR
0 files
Training
0 files
Brand Assets
0 files
Operating SOPs
0 files
Meeting Notes
0 files
Agreements
0 files
Reports
0 files
Recent Documents
| Document Name | Category | Uploaded By | Date | Status | Action |
|---|---|---|---|---|---|
| April Trading Summary | Financials | Joey | 2025-05-02 | Pending Review | |
| Lease Agreement | Lease & Legal | Joey | — | Required | |
| Staff Role Matrix | Staff & HR | Hair Republic | 2025-05-10 | Draft | |
| Training Plan | Training | Mario | 2025-05-12 | In Progress | |
| Management Services Term Sheet | Agreements | Hair Republic | 2025-05-14 | Draft |
Mock entries shown. Once connected, this table will reflect live uploads with role-based access.