DIY YOUR BOOKKEEPING THE RIGHT WAY

Our VIP Intensives will help you set up your systems, get your financials in order, and learn to manage your books with confidence.

When it comes to finances, there’s only so much you can learn on your own. 

Are you using the best billing software? Getting the best merchant fee rate? Should you set up an LLC or an S-Corp? Do you really have enough cash flow to support that new hire?

Business advice is never one-size-fits-all, so what you read online isn’t custom to your situation, but this service is!

Our bookkeeping team is here to be your back-pocket support, with strategic financial advice tailored to your business. 

 What do you need support with?

Initial Books + Systems Set-Up Intensive

YOUR SHORTCUT TO A STREAMLINED FINANCIAL SYSTEM

This week long intensive is perfect for you if you’re not ready to invest in monthly bookkeeping yet, but are ready to get your finances properly set up once and for all. No more stressing about if you’re doing it right, and feeling confused about where to turn for insight. This service ensures you’re on the right track to keep your business finances in order. 

The full set-up includes:

  • Bookkeeping and systems setup

  • Training and templates to help you maintain the system long-term

  • 2 x 45-minute support calls to ensure you’re feeling confident after our day together

Investment: $2,497

BOOK NOW —>

  • “It’s an amazing feeling to have our finances & payroll organized!"

    “Managing our finances felt overwhelming and like it would be a daunting process so we put it off and off. We were referred to The Bookkeeper Edit and it’s been one of the best decisions we have made. They walked us through the process so well, helping us get tools in place to simplify everything, and being available for additional support when we need it. They taught us that it doesn’t have to be complicated to have good books and manage our team.”

    -KATIE

  • “The Bookkeeper Edit team has been instrumental to our business’ recent growth.

    “Knowing we have a trusted advisor watching out for us is such a great feeling. There isn’t anything that we don’t run by them first.”

    -AMANDA

Advisory Intensive

This half week intensive is perfect for you if you’ve already got your books in order, but want help putting together a custom financial plan, setting a budget for growth, or managing your cash flow. Even if you have a handful of topics you want to conquer, but don’t know what you should implement first, we can help with that! 

This advisory intensive includes:

  • Financial consulting to help you make empowered decisions for your business

  • Any relevant training based on your chosen topic(s)

  • A detailed roadmap to help you achieve your personal and business goals

Investment: $1,497

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Go from overwhelmed to empowered CFO of your business.

Here are a few ideas of what we can cover in a Half-Week Advisory Intensive:

  • Invoicing and payroll systems

  • Utilizing tax deductions & the “how to” of implementation

  • Saving for unexpected expenses

  • Setting up an EIN

  • Budgeting and managing cash flow

  • Maximizing your profit

  • Best banks and credit cards for your business

  • How to make an informed investment decision

  • When and how to start hiring employees

Got a question about something not covered here?

 Let’s put more profit in your pocket.

We can help you uncover which of your services are most profitable, which needs improvement to increase your margins, and how to maximize your tax deductions. We’ll also walk you step-by-step through hiring your first employees and how to plan for your future growth.

Most importantly, we’ll help you keep the big picture in mind as your business evolves—so you always stay one step ahead.

 Not your average accountant

We don’t believe in dry CFO language or unnecessarily complex spreadsheets. Yes, it’s important to know your numbers, but it’s equally important that you understand what’s going on behind the scenes in your business.

Our goal is to help you implement a financial strategy that works for you—one that you’ll be able to maintain long-term as your business grows, without paying a bookkeeper every month!

Not only have I managed a multi-7-figure catering company with many complex moving parts, but I also started this business from scratch, so I understand the beginning stages of getting everything in place & running smoothly for my sake, my employees & of course, our client's experience.

Having both experiences helps me understand what you’re going through, and know how to set you up for the next-level growth you’re after!

WITH THE RIGHT SYSTEM IN PLACE, YOU’LL BE ABLE TO:

✓ Get back to moving the needle forward on your business
✓ Create a game plan to achieve your growth goals
✓ Focus on living your best life, instead of stressing over taxes and payroll

TAKE THE FIRST STEP

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TAKE THE FIRST STEP -

It doesn’t matter where you’re starting from.

We meet you where you’re at — even if you feel unprepared, disorganized, or overwhelmed by your books. Trust us, we’ve seen it all! 

The hardest part is getting started, but once you do, gaining financial clarity will change every aspect of your business. All you need to do is reach out, and we’ll take care of the rest together.