If you're ready to level up your financial management game and create or improve your process, we're here to help!
Here's what you'll receive from our exclusive Financial Firestarter VIP Package -
✨ A 1-on-1 initial consultation and intake session
✨ A guide to help you organize all of the necessary information to ensure a smooth, efficient VIP Day
✨ Kickoff 15-30 minute meeting at the start of your half-day VIP session
✨ Complete setup/updating of your cloud-based accounting system (We specialize in QuickBooks Online, Wave, Zoho Books and Xero)
✨ Accounting system customizations to match your business
✨ Setup of automations to streamline your financial management process going forward
✨ 15-minute session closing call/email wrap-up
✨ Up to a 1-hour follow-up/check-in call within 90 days following your Session
Please note, VIP Sessions are typically held during mornings in Eastern Standard Time (EST). If you need to request different timing, just reach out first so we can coordinate an option that will work for you! Our email address is [email protected].