VIP DAY

A Second Set of Eyes on Your Bookkeeping

Our one-day VIP experience is designed for business owners who have been keeping their own books but want a thorough review by a professional. Whether they're unsure about certain reconciliations, need guidance on transaction categorization, or want assurance that their records are accurate, this intensive day is dedicated to refining, correcting, and elevating their bookkeeping.

What We’ll Cover

Pre-Session Preparation

Gather Financials: Before the session, clients will send their financial data, recent reconciliations, and any areas of concern.

Preliminary Review: We’ll review the data ahead of time to understand the client's unique needs, noting any areas that might need closer inspection.

VIP Day Activities

Initial Consultation (1 Hour): We’ll start with a conversation to understand their goals, any specific worries, and areas where they’d like feedback.

Thorough Review: With the client’s involvement, we’ll walk through their QuickBooks (or other software) setup, examine reconciliations, and inspect accounts to ensure everything is correctly categorized.

Fixes and Improvements: Address and adjust any inaccuracies, missing entries, or incorrect categorizations.

Guidance on Best Practices: Show clients efficient practices for managing and reviewing their books so they feel empowered moving forward.

One-on-One Training (1 Hour): Hands-on guidance to help them fix errors, create easy-to-follow routines, and boost confidence in using their bookkeeping software.

Follow-Up Summary and Resources

  • Summary Report: We’ll send a summary of what was fixed, what should be monitored, and how to improve going forward.

  • Templates and Checklists: Customized resources to help maintain organization and consistency in their financials.

Client Benefits

  • Immediate Confidence: Gain peace of mind knowing their books are accurate and clear.

  • Streamlined Processes: Adopt best practices for easier and more accurate bookkeeping.

  • Enhanced Financial Insight: Learn how to spot trends, errors, and ways to improve their financial habits.

  • Empowered Independence: They’ll leave with the confidence and tools to maintain accurate books on their own.

Pricing starts at $997