VIP Week: Bookkeeping Catch-up

Spring clean your books - Fall edition

Keep your finances squeaky clean

like a CEO Queen

In just ONE week, you’ll have more than just your standard financial statements.

Tax season is just around the corner, and we know how overwhelming it can be to get your financial records in order. Don’t let disorganized books add to your stress!

With our VIP Week Clean Up, you can rest easy knowing your finances are in expert hands! You can sip your pumpkin spice latte and peppermint mocha in peace while we handle the rest.

Owning a business is takes a lot of time and energy and a lot of times, bookkeeping tends to fall behind.

We get it! You are trying to do a million and one things at a time. You may get by with it after a while, but eventually it will catch up with you and things start falling apart.

Up to date bookkeeping gives you the objective information you need to make strategic, profitable decisions, no matter what stage of business you're in. 

  • Onboarding.

    We'll have you fill out an kick off form/hop on an onboarding call to get all the information we need to get started with your cleanup.

    This is the stuff you don't want to do so we're doing it for you!

  • As we're going through your books we'll compile and email you our questions via a Google Spreadsheet to make sure we categorize and set everything up properly for you to answer and send back to us.

  • Send us your answers by Wednesday so we can continue getting your accounts set up and up-to-date!

  • We're working behind the scenes to make sure everything is tied up, reconciled, finalized, and ready to deliver to you by Friday.

  • We'll deliver your reports with a custom Loom video walking you through the work we did and explaining everything so you know exactly where you're at with your finances!

BASE PRICE STARTING AT:

$250

for each month we clean up!
Payment options available.

*base price includes up to 3 bank accounts, 1 credit card, and single-member LLC or S Corp with 1 employee

SPRING CLEAN YOUR BOOKS, FALL EDITION. 

You don’t have to scramble and stress at the end of the year trying to get your books in order and everything prepared for tax season.

Let us take the stress off your plate now so you can go into the holiday season without that weight on your shoulders!
Not only that, but you’ll be set up for success in your business going forward.

Save Time and Reduce Stress

Let us handle the tedious task of bookkeeping so you can focus on running your business. We’ll take the worry out of tax preparation, giving you that peace of mind and space to do what you do best!

Ensure Compliance

Avoid costly mistakes and potential penalties. Our experts stay up-to-date with the latest tax laws and regulations, ensuring your books are compliant.

GET CAUGHT UP ON YOUR BOOKS

Not only will we prepare your Profit & Loss and Balance Sheet, but we’ll also:

#1

Set up your Custom Chart of Accounts in Xero/Quickbooks to make sure your reports are clear and easy to read.

#2

Import of all year-to-date transactions into Xero/Quickbooks so that you know that you aren’t missing any hidden tax deductions.

#3

Reconcile all your bank accounts to ensure accuracy and have our CPA and CFO review your reports to make sure everything is set to go!

Next steps…

Interest form

Fill out our interest form and we’ll send you a quote within 24-48 hours.

Onboarding + Clean Up

Once it’s official, we’ll take a 60-min 1:1 deep dive into your biz to get organized and walk through your account setup.

Recap

After you get your first reports in your inbox, we’ll chat again to go over everything so you feel comfortable and informed.

Ready to save yourself the stress of getting your books ready for tax season?
Fill out the form below and we’ll get back to you within 24-48 hours!

Not ready to invest in a clean up? 

That’s okay! There’s a better way to do your books, even if an investment like this isn’t in the cards yet. 
DIY’ing doesn’t have to include complicated (and expensive!) software that’s more confusing than it is helpful. 

Keep simple, easy books with the DIY No Stress Money Manager.

Want even more support? 

Are you ready to build a firm foundation for your business? 

  • Understand what your numbers are telling you. 

  • Increase profitability in your business.

  • Be proactive with your finances to make better informed decisions.

Or maybe you just really don’t want to have to do your bookkeeping ever again and want someone else to take care of it for you…

You may be a perfect fit for our monthly bookkeeping services.