Here’s How It Works:

Step 1:

Secure your spot by selecting a day and time and making the $500.00 payment . Once the payment is completed the next page you will book Pre-VIP Day Strategy session.

Step 2:

After the Pre-Session is Completed It's time to book the VIP day. You’ll need to be virtually “available” the entire day for providing feedback, and/or hopping in to do tasks along side of me so that you can learn how to do them on your own, as I work through your list of requests.

Step 3:

On the day of your VIP day, I'll check in via email or text to let you know that I'm starting the day and continue contact through out the day as needed. Depending on the nature of the VIP day, it can be that I'm doing the work solo texting with questions as I go or It can a very collaborative process. You may be requested to take part if necessary. It's my goal to make this process as easy and painless as possible, but when working with integrations outside of QuickBooks, there may be some research or chat support needed by account holder.

Step 4:

Once we’ve completed our day together, I’ll follow up to schedule a zoom meeting to go over the work accomplished, go over any questions you have, and provide a recommendation of next steps.

Shh...I'm going to let you in on a little secret

Setting up a chart of accounts is my jam. Seriously, I geek out on it and feel super accomplished when I scroll through a beautifully organized chart of accounts, but I'm guessing you don't feel the same way.

So why am I telling you this? Because, you need someone who lives and breathes this stuff on your team, so that you can rest easy knowing that when you hand your CPA your financials, they won't roll their eyes.

You'll hand it to them in confidence, because you actually know how to read it! Why? Because you watched me and helped me set it up!

Are you ready? Yeah me too!