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While you're running your business, it's easy to fall behind with keeping things up-to-date in your books almost overnight. Maybe you have existing books that have multiple months of uncategorized transactions or books that have never been reconciled and you don't know where to begin. It could be that you're at a point of needing to get new bookkeeping setup for the first time in your business but unsure where to begin.
You understand as a CEO that understanding the financial health of your business is important to the success of the business but don't know how to gain back control. Well, you are not alone! We're excited to introduce an exclusive opportunity tailored just for you – our VIP Bookkeeping Day Services.
Imagine a day dedicated solely to not only catching up your bookkeeping but, also having an expert available to work work with you to refine your business's financial strategies and streamline processes to allow valuable insight. Our team of expert bookkeepers is ready to partner with you on a personalized journey that will transform your financial management approach to get you the clarity in your business needed.
A VIP Day may be perfect for your business if any of the following are you:
During the VIP Bookkeeping Day Services process, you'll have dedicated access to me, Hope Brown, MSA. I'm both a certified QuickBooks Online ProAdvisor and a Licensed IRS Tax Practitioner that works with you to feel confident about your books.
During your VIP Day, you will receive the undivided attention of a bookkeeping expert who is concentrating just on your books exclusively! This means no distractions, allowing for deep dive into identifying bookkeeping issues and getting them resolved!
The VIP Day is designed to deliver maximum results quickly in a concentrated timeframe that allows an actionable solution without long-term commitments or delays to get your bookkeeping organized.
The VIP Day is designed to provide a dedicated timeframe to tackle the pressing financial challenges in your business, such as organizing records, optimizing cash flow, and preparing for the upcoming tax season quickly.
You'll have clarity on financial data, enabling you as a business owner to set a clear path for growth and success. No more wondering what the numbers are or if information is correct.
VIP Day can be scheduled to accommodate the your unique schedule and availability, making it convenient and accessible.
Many business owners emerge from their VIP Day experience empowered! You'll have organized financial information and tools that allow you to strategize, take back control of your finances and make informed decisions moving forward.
Hi! I'm Hope Brown... your Certified Quickbooks ProAdvisor. I love helping solopreneurs and small business owners like you correct, organize and systemize your day-to-day business accounting workflows so you can increase profits and never feel behind on your books again.
Sure, I've got the certifications to back up my work... but being laser-focused on the techniques that regain control of business finances FAST and FOREVER is what clients really love about working with me during their VIP Day experience!
Our approach to your VIP Bookkeeping Day Services will consist of a (4) step process that maximizes your service from beginning to end. for clients. Following your service, we are also available for is a 4 step process provide proactive and responsive service to our clients. We are always available to answer questions and provide guidance. We also provide ongoing support to help our clients stay on top of their finances and make informed decisions.
In Step 1, we'll first take the time to perform an assessment of your current Quickbooks Online books to identify areas that we will cover during your VIP Day to maximize your service. Prior to your VIP Day service, we'll meet directly to discuss the strategy to address issue areas or other new setup activities that need to be completed to bring your books up-to-speed!
During Step 2 of your services, we'll be in the books doing the clean-up work. Items identified in the assessment and follow-on strategy sessions will be worked on to bring-your-books up-to-date and/or corrected in each area identified. During clean-up time, we'll be working independently but will need to reach out to you with questions using our direct method of communication for the day which will be either Slack or Voxer.
Yes, we made it to Step 3 and this means it's time to walk you as the CEO thru your completed books. We'll review items on your task list which have been identified and now completed. We'll discuss an action plan for you to continue management independently of your Quickbooks Online books so you have a solid process moving forward for continued bookkeeping.
In Step 4, we return control of your Quickbooks Online account back over to you! You're now empowered with organized books along with defined processes to continue general bookkeeping tasks moving forward.
Following the completion of your VIP Bookkeeping Day Services, don't worry! We will still be here to support you with 30 days of support following your VIP service days as follows:
And if you need continued support and accountability, we can introduce you to the CEO Tax Minded Bookkeeper Support Community which provides bookkeeping and tax related support to members.
We also are able to support you with your reoccurring bookkeeping needs on a monthly or quarterly basis!
So, are you ready to super charge your books so that they serve the purpose they're designed to do and empower you with financial data to use in your business?
In everyone's business, there comes a point when you have to decide how you're going to show up.
Remember, having good financial information is not only about using it for the tax season! Smart CEOs also use the financial data found in their books to gain a fresh perspective on their business's financial health and to seek growth opportunities continuously throughout the year.
Getting that data into the type of shape where it is meaningful is important but may be slightly challenging for you as a CEO especially when your specialty is in a whole other area!
Working together though we can get you there and it is totally worth the investment in both yourself and your business's future.
You can know questions such as:
Let us get you there with the VIP Bookkeeping Day Services to answer these type of questions and help you feel confident once and for all about your books!
VIP services can get you there and for only a 1 time investment of $2,500.00.
Let's get you there!
Once you select the 'Reserve VIP Service' button on this page, you’ll get access to VIP Bookkeeping Services application. Please complete the form which request details about your current QuickBooks Online account and information on what your ideal goal list is for your VIP day. Following submission, you'll receive a request to schedule your VIP Bookkeeping Day Discovery Call. During that call, we'll discuss initial questions and see if the service will be a good fit prior to reserving services.
Once you select the 'Reserve VIP Service' button on this page, you’ll get a VIP Bookkeeping Services application to complete which request details about your current QuickBooks Online account and your ideal goal list is for your VIP day.
The cost for your VIP Bookkeeping Day Service is $2500.00. This includes services for the pre-strategy session, Quickbooks Online clean/catch-up work discussed, walk-thru session and follow-on 30 day support services described.
On the day of your VIP Bookkeeping Day Service, we ask that you reserve availability the entire day with us to communicate questions we have while performing your service via Voxer and/or Slack depending on service selected.
Depending on the type of accounts your Quickbooks Online books are connected to or will be later connected to, we may request copies of the various account statements to use in the reconcile process. We will determine what is needed during your strategy call so you have time in advance to plan coordinating any documents needed.
Yes! We do have payment plans available but, final payment will be due prior to start of your VIP services.
Yes, I am here for your questions! Just complete the VIP Bookkeeping Services application which submits to my inbox and I'll reach out personally to you.