Some people just are not ready to hire a full time bookkeeper or even someone to do their books on a monthly basis, but they still want their systems to be set up correctly and ready for them to do the books themselves.

That is the purpose of these intensives. Below you will find details and feel free and reach out if there is something you’d like to work on that isn’t listed and we will see if it’s something I can help with!

Not ready for a full intensive? Look to the bottom of the page for a la carte pricing.

Who should get an intensive?

The Intensives are designed to help you either revamp or build your bookkeeping systems from the ground up.

This is designed for small service based business owners who are not quite ready to hire a bookkeeper but they definitely want to make sure that they are doing their books correctly.

I’m going to sit down with you and make sure that your current software is working well for you, that you are handling your books appropriately and that you are not leaving money on the table in terms of lost deductions.

How does it work?

The Intensives happen over the course of a week.

The first day begins with an audit. I’ll have you fill out a detailed questionnaire and provide 3 bank statements. I’ll comb through the info you’ve given me and create a game plan.

I’ll also take a look within your current bookkeeping system to see where any loopholes are and how we might go about closing those up.

Next we will meet for roughly 90 min and i’ll share with you my findings and suggestions and then we will create an action plan to get your system where you’d like it to be in a way that makes sense for you, the way you work, and how your business is structured.

I continue to work through the next few days or so on revamping or building your system within your accounting program and creating recurring task lists to remind you when it’s time to do different aspects of your bookkeeping.

And finally you will receive a personalized video where I review the changes that have been made, go through your customized checklist, and run through some suggestions with regards to your budget and how you can save money. You will have time to ask questions about the video and contents via email.

What's Included
  • Analysis report of your current bookkeeping system with recommendations
  • Transition to Xero from another bookkeeping software
  • Chart of accounts setup or review
  • A quick step by step video on how to create bank rules for yourself to speed up your monthly bookkeeping
  • Custom Bookkeeping Workflow and checklist for your business
  • Recorded training video (live call optional)
  • 3 mo subscription to the Elevate Bookkeeping Check-in Program ($240 value)

How much will it cost?

The total cost of the Intensive is $1499.

I’m also offering the option to split the payment into 2 equal payments of $750.

Stay Connected