The end of year is always a stressful time for business owners. Maybe you’re missing receipts, haven’t reconciled your books for 6 months, never got around to setting up accounts...sound familiar?
We can get knock out all of these items you've been waiting to do "when you have an extra moment" in ONE DAY.
We have over 15 years of bookkeeping experience and are certified Quickbooks ProAdvisors, so we know our way around the program!
We can help you streamline processes, come up with a strategy for keeping it clean going forward, and taking care of HOURS of catch-up work in just ONE DAY.
Here’s what can happen during a QBO Clean-Up day!
Receipt Matching & Categorization
We can match all those receipts you have saved in a random folder, and categorize them into the correct accounts to get them ready for tax time!
QBO Reconciliation
We can reconcile your monthly accounts to make sure all transactions are correct and accounted for.
Strategy & Reporting
We can help you automate and organize your bank feeds and chart of accounts, and make sure you have accurate P&L and Balance Sheets for the year!
Here are just a few testimonials from our clients!
“Kristen has been a life-saver for me. I was hesitant about handing over access to my entire accounting process to someone who wasn't deeply entrenched in my day to day business, but she asked all the right questions, gave me a ton of free suggestions in the meantime to organize better for the future, and literally knocked out HOURS of reconciliations and receipt matching in one day.
She now handles our day to day bookkeeping and payroll and I am so glad we found her.”
- William W.
(Small Business Owner/Entrepreneur)
“We had a grant application due that required a whole lot of reports and files that we didn’t have ready and our accountant couldn’t get to in time. Kristen knocked the cleanup out in a day and made sure we had the accurate documents we needed to submit our application in time. Totally worth the investment and we love that it included a system for never getting that far behind again.”
-Shawn J.
(Independent Musician)
“Kristen was able to knock out ALL the things on my “pending” list and help me see where our Profit and Loss and Balance Sheets were for the year. I would have paid at least double for my accounting firm to do the same and it would have taken them weeks based on their schedule.
She made year-end taxes easy for my accountant to get through in January!“
-Amy B.
(Motivational Speaker/Author)
Case Study
Here's an example of what we knocked out for one of our clients during their Quickbooks VIP Day.
This business owner needed to make a major business purchase and couldn’t apply for financing until their books were caught up and accurate:
- Cleaned up and categorized 6 months of transactions in Quickbooks and created rules to help them stay on top of things moving forward.
- Matched receipts they had saved in their Dropbox folder to the relevant transactions in QBO and then organized them in Dropbox by month/year to make their books audit proof.
- Reconciled 3 months of bank and credit card statements.
- Created a custom strategy to follow each month going forward to prevent getting behind again.
We can do the same and more for you and your business!
Here's what every intensive includes:
- Kickoff and Strategy call to go over your list of needs
- Prep work the week prior to maximize your VIP Day
- VIP Day - your project has my undivided attention all day
- Post-VIP Day report
- 2 week post-VIP Day support period via Voxer
INVESTMENT: $1,500
The VIP Day Process:
Step 1
Choose an available day on my calendar for your Intensive. Usually a few weeks out to give us time to talk strategy and do any prep work we need to hit the ground running on the day of your intensive.
Step 2
We have our kick-off call to align on what your needs are, what the deliverables can be, how we will communicate going forward, and what items we'll need beforehand to maximize that time
Step 3
You'll get an email with information on your remaining payment, what I need from you, how to share any files or access I need, and a summary of what I'll be focusing on to ensure we're on the same page!
Step 4
Your day is dedicated to your books, and I'll be 100% focused on your business. We’ll communicate throughout...and at the end of the day, I'll send over a summary of completed items and reports!
Let's get started!
Choose a day from my availability calendar, and lock in your day with a 50% deposit! We'll follow up with an email and next steps!
Still unsure? Book a 15-minute discovery call here.
What hours do you work during a VIP Day?
There is some flexibility here as I want to make sure you are available during our day in case there's a need for clarification or feedback, but typically the active part of your VIP day where I will be communicating directly with you is 10am - 4pm CT.
Is a VIP Day a good fit for my particular business?
Most businesses are a good fit for VIP days as all businesses have the same basic financial needs, particularly in Quickbooks Online. While everyone’s books are different, the process remains the same. We are Certified Quickbooks Pro Advisor which means we know all the ins and outs of Quickbooks and can cleanup even the most messy of situations. That said, we do not provide tax advice or return processing, as we are not CPAs, but we do work directly with some that we can refer you to for tax advice.
Do you guarantee a set of deliverables for my VIP Day?
In short, no. The long answer is a VIP Day is designed to provide you with a full day of my undivided attention on your account and on the items you want completed in order of most important to least important. I design our kick-off call and prep work to eliminate any roadblocks that could get in the way of a super fast, successful, efficient day. We are completely sure you will be satisfied with your result, but we do allow existing clients to book half day sessions following their VIP day should there be remaining items that you want to get to, at a reduced price and 15 days of support after your VIP day in case you have questions that come up later on.
Do I have to be available all day during the VIP Day?
No, we should get most of our needs taken care of during our prep work and kick-off call. You only need to be available to provide feedback on anything we need clarification on moving forward. That said, the quicker you can respond with feedback, the faster we can move through things, so we do ask that you be available via our agreed upon communication channel throughout the day.
Hi, I'd like to introduce myself....
My name is Kristen Faulkner and I've been in the online business space for over 15 years now. I've worked with entrepreneurs, small businesses, government contractors, and huge multi-million dollar corporations.
My passion lies in creating more efficiency for businesses to help them focus on their growth vs getting bogged down in the day to day.
Whether that means creating automations to streamline your business processes or spending the day tackling your to-do list, I can make your life easier and your business grow, as I've done for over 100 other business owners over the years.
