TAKE YOUR QUICKBOOKS ONLINE FROM "OH NO!' TO "Heck Yeah!"
with a VIP day (or half-day)
Have your Quickbooks Online file set up, cleaned up, and/or organized by a Quickbooks Pro Advisor
without struggling and googling your precious hours and day away
Grab an accelerated “virtual” set up, clean up, training, and/or organization and get 1 weeks worth of work done – in a DAY!
Before the VIP day, we’ll have an hour-long strategic kick-off meeting where I'll get the details on your business and make sure you have done all the necessary steps to make sure that I can maximize the work I'm able to achieve in the VIP day.
VIP day includes:
- 1 hour pre-VIP strategy session.
- Access to my training materials (as-needed)
- Up to 8 hours of 1-on-1 remote Quickbooks Online clean up/set up, support, and/or training on the VIP day
- 1 Hour post meeting follow up to go over work completed and to provide next steps or homework.
Here are some options
TO USE THE DAY FOR
-
Quickbooks Set Up
You just got a new Quickbooks file OR you know you want to use Quickbooks Online but haven't even purchased the file yet because you don't know what to pick!- We walk through the Quickbooks purchase together, then set up the chart of accounts, Profit and Loss, Balance Sheet, Products and Services, Vendors, and Customers the way that works best for your business as well as integrating any tools you use to streamline your bookkeeping.
-
Quickbooks File Renovation
You've been winging it for a while now and you really don't know where to start. Overwhelm is a serious thing.
- We start by assessing the foundation of your chart of accounts, products and services, vendors, customers, and software integrations. Once I have found the pain points, we go through the items to restore, organize, and clean together and train on new and efficient methods. Video tutorials will be created and provided within 4 business days from the appointment. Every renovation is different and a completed file renovation is NOT guaranteed to be accomplished within the 8 hours allotted if there are a high volume of transactions in your Quickbooks file or clean up is extensive.
-
Quickbooks Online Training
You just want to learn more about Quickbooks and how to use it better but not from generic Quickbooks tutorials or from their chat or phone support.
- We use this time to create customized video tutorials for yourself or members of your team to use to keep your Quickbooks file spic and span every month.
-
Setting up a new employee on Quickbooks Payroll
I've hired or am about to hire an employee, now what? What forms do I have to give, what information do I need?
- We create an employee on-boarding packet, set up 30, 60, 90 day check in schedule after hire as well as a weekly huddle template. Lastly, we will set the employee up on Quickbooks payroll and create training videos for running and maintaining payroll.
- We create an employee on-boarding packet, set up 30, 60, 90 day check in schedule after hire as well as a weekly huddle template. Lastly, we will set the employee up on Quickbooks payroll and create training videos for running and maintaining payroll.
Here’s How It Works:
Step 1:
Secure your spot by making a non-refundable down payment. Once the payment is completed, a confirmation email will be sent with a link to my calendar to book the 1 hour Pre-VIP Quickbooks Assessment and strategy session. Choose a day that works best for you.
Step 2:
After the Pre-Session is Completed It's time to pay the balance and book the VIP day. You’ll need to be virtually “available” the entire day for providing feedback, and/or hopping in to do tasks along side of me so that you can learn how to do them on your own, as I work through your list of requests.
Step 3:
On the day of your VIP day, I'll check in via email or text to let you know that I'm starting the day and continue contact through out the day as needed. Depending on the nature of the VIP day, it can be that I'm doing the work solo texting with questions as I go or It can a very collaborative process. You may be requested to take part if necessary. It's my goal to make this process as easy and painless as possible, but when working with integrations outside of Quickbooks, there may be some research or chat support needed by account holder.
Step 4:
Once we’ve completed our day together, I’ll follow up to schedule a zoom meeting to go over the work accomplished, go over any questions you have, and provide a recommendation of next steps.
Shh...I'm going to let you in on a little secret
Setting up a chart of accounts is my jam. Seriously, I geek out on it and feel super accomplished when I scroll through a beautifully organized chart of accounts, but I'm guessing you don't feel the same way.
So why am I telling you this? Because, you need someone who lives and breathes this stuff on your team, so that you can rest easy knowing that when you hand your CPA your financials, they won't roll their eyes.
You'll hand it to them in confidence, because you actually know how to read it! Why?Because you watched me and helped me set it up!
Are you ready? Yeah me too!
