VIB Day - Good Cents Bookkeeping

SET UP YOUR QUICKBOOKS THE RIGHT WAY.

Have a QuickBooks ProAdvisor do it for you. In one dayNo confusion, no stress.

IT’S TIME FOR YOUR
VERY IMPORTANT BOOKKEEPING DAY.

There comes a time in your journey as a service-based business owner, when you start to outgrow your current systems. Or maybe you haven’t implemented any systems, and to keep from going crazy you know it’s time to schedule an important day to meet with yourself and figure out what that system should be. 

It’s an important day! A very important day.

A Very Important Bookkeeping Day.

It’s the day when you decide it’s time to set up a real system. When you know it’s time to graduate from your spreadsheets + google docs and establish a polished, reliable way to manage your business’ financial aspects.

Sound daunting?

What if I said we could do this for you in one day?

Yup. For one day, our white-glove bookkeeping services are all yours.

You’ll be matched with a rockstar QuickBooks Pro Advisor from our tight-knit team, and together we’ll set up your accounting system with QuickBooks for lasting success… and then we’ll show you how to implement moving forward.

Good Cents will take your QuickBooks from zero to hero

IN ONE DAY

We’ll optimize your QuickBooks and set your bookkeeping system off on the right foot as we:

  • Connect your bank accounts to your QuickBooks Online account
  • Set up your invoicing and merchant account
  • Customize design your categories for expenses and income so it truly reflects your business, and your financial reports are clean and easy to understand
  • Set up and automate your expense tracking based on YOUR specific business and the types of expenses you incur 
  • Review generating and customizing reports
  • Give you access to Justine Lackey’s signature program which will make you the Chief Wealth Officer of your business

IT’LL ALL GO SOMETHIN’ LIKE THIS:

1. DEBRIEF CALL

We’ll have a debrief call and you’ll tell us everything you can about your current accounting systems (and if they don’t really exist, all good!). We’ll review common income and expense types, review your current client onboarding and offboarding process.

2. QBO FILE SET UP

We set up your QuickBooks Online File.

3. GET TO WORK

Throughout the day, we’ll hop on calls together as we hook up your bank accounts, set up your customized and recurring invoices, and set up Intuit Merchant Services if that’s a fit for you.

4. TRAIN YOU IN QBO

We’ll “train” you in QuickBooks using rules so that common transactions can be automatically input (yay for making things easier + on autopilot!). We’ll also create proper expenses and sub-expense categories so your financial reports are impactful and meaningful.

5. TEACH YOU REPORTING

We’ll teach you about QuickBooks’ report-generating features and how to create, customize, and run reports you need to understand the financial health of your business as you continue to grow.

6. REVIEW POLICIES

We’ll review financial policies to ensure that your cash flow cycle is optimized to get you your money fastest.

7. START IMPLEMENTING

After our big day of bonding, we’ll say our tearful goodbyes, and you or a member of your staff can start implementing your brand new policies and systems.

8. FOLLOW UP CALL

We’ll also include up to 1 hour of phone/zoom meeting support within 30 days of our day together (minimum phone call is 15 minutes).

FREE BONUSES

In ADDITION to these services, the following is included with your VIB Day for free:

My Chief Wealth Officer Program

My financial basics course for small business owners ($99 value)

Quickbooks Online Essentials Subscription

First month’s QuickBooks Online Essentials software subscription ($40 value)

Vendor Guidelines

A template that shares with you insider accounting best practices for onboarding and working with your vendors ($300 value)

Accounts Payable Workflow

A template on how Accounts Payables should flow through your business to prevent fraud, create accurate project accounting, and have a strong approval process in place ($300 value)

REAL TALK:

 If you’re reading through this, and you’re not sure if this is for you, or you think you’d rather set it up alone…
lemme just say these last few things:

QuickBooks Online only works if it’s set up right.

The investment in having a professional set up these systems with you is worth it. It costs significantly more to have a professional fix things if they’ve been set up wrong. What’s worse, is if your QuickBooks is wrong, your tax return is wrong, and that is never, ever good.

In the finance world, the accounting system of a business serves two functions:

1. Supporting the business owner in understanding how well their business is performing, and how they can improve

2. Supporting the tax preparer or
accountant in filing taxes.

It’s not easy to design a system that does both well, which is why you need us.

We speak “small business owner,” but we also work with accountants every single day, so we know what they need too.

PHEW! Should we do this thing?

HERE’S WHAT YOU GET

Here’s a recap of everything you’ll get with this VIB day.

  • Connect your bank accounts to your QuickBooks Online account
  • Set up your invoicing and merchant account
  • Set up and automate your expense tracking
  • Review generating and customizing reports
  • My Chief Wealth Officer Program – My financial basics course for small business owners ($99 value)
  • First month’s QuickBooks Online Essentials software subscription ($40 value)
  • Vendor Guidelines – A template with insider accounting best practices for onboarding – and working with your vendors ($300 value)
  • Accounts Payable WorkFlow – A template on how Accounts Payables should flow through your business to prevent fraud, create accurate project accounting, and have a strong approval process in place ($300 value)

Total Value: $2,157

Yours for Only: $1,497

Want to get crystal clear this is right for you? Book your free consult call here.

P.S. Already set your QBO up (or someone else did) and you’re not sure if it’s fully optimized (aka if it was done right)? Or you’re having some issues you need help with? We also offer QuickBooks Quick Fix. We’ll audit your QBO and make quick fixes.