$825.00 USD

6 monthly payments

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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