$825.00 USD

6 monthly payments

Your payment information will be stored on a secure server for future purchases
Change payment method

An account already exists with this email address. Is this you?

Sign in

Bookkeeping Makeover

Take your Xero or Quickbooks Online file From "Oh No!' TO "Heck Yeah!"  in  a day.

Have your Xero or Quickbooks Online file set up and organized by a Quickbooks Pro Advisor without struggling and googling your precious hours and day away

Bookkeeping Makeover Package Includes:

  • (1) VIP Day that accomplishes:
    • Completely customized bookkeeping and financial reporting set up and routine for your specific business
    • 1 hour Prep Documentation & Business Finance/ Bookkeeping Strategy call.
    • Xero or QBO Complete Set Up or Reorganization of Chart of Accounts, Products, Invoicing Structure, Etc. to organize and streamline your bookkeeping process
    • (1) Basic App Integration (what I can get done in the day). 
    • Catch Up/Clean Up: up to 12 months of bank transactions for (1-2) Checking or Bank Accounts (@300 average monthly transactions)
    • Financial Reporting Set up & Training
    • (1) post- VIP day follow up call to go over Questions and Custom Training. 

 

  • Win Your Books - Xero & QBO Coach Membership:
    • 12 month access
    • Weekly Small Group Q&A Office Hours with Courtney.
    • 50% Member discounts on 1:1 bookkeeping trainings or services.  

IMPORTANT:

For more or complicated app integrations or additional bank accounts to catch up, training for you to take care of the remaining items will be provided OR a quote for me to complete the remaining work will be provided at the end of the Makeover day. 

What People Are Saying:

I need to say a HUGE f*cking that you to Courtney. I didn't know. I didn't know what I didn't know. And now that I know what I didn't know - I can't believe I ever thought I could sort out my hot mess financials by myself. My books are now balanced. My stress levels are down. I know exactly where my business is at financially. I know exactly what I need to do to bring more shmoney in the door. I'm not gonna lie, after making the investment, I started to think "Maybe I gave up figuring it out on my own too early." NOPE. Now I KNOW I just gave myself back so much time and so much happiness for removing my frustration. She took me through what I had been struggling to do for two months. LOL.

Carolina