Your Financial Success Starts with
the Right Bookkeeper.
From finding, vetting, hiring, and onboarding to tips on how to get the most out of your Bookkeeper,
we make it easy to UPLEVEL your bookkeeping!
How the Bookkeeper Package works:
💡 Consume all 4 Modules in less than 3 hours!
🗝️ We distill it down so you get the info you need FAST.
💡Our clients are BUSY business owners so our package is broken down into bite-sized nuggets that are easy to consume.
🗝️ Our 4 Financial Controls Coaches EXPLAIN the lessons with reality-based example.
💡5 Tips to Better Communicate with Your Bookkeeper.
🗝️ 7 Checklists for Immediate Download.
💡10+ QBO Shortcuts
One of the most common issues we hear from our Coaching Clients
is that they’re not sure how to hire and work with their Bookkeeper.
They know it should be easier, but they don’t know HOW to make it happen.
DO any of these sound familiar?
⁉️➡️ Can my Bookkeeper do that?”
❓➡️ “I’m not sure what to ask for.”
⁉️➡️ “When should I be getting my reports?”
❓➡️ “How do I know I’m getting the right value for what I’m paying for?”
These are all VALID QUESTIONS that we hear all the time. So if this is you, you are not alone.
Hiring, training, and equipping the right Bookkeeper can not only save you time and money, it can also give you the accurate information you need to make strong decisions in every area of your company.
This Package gives you all the tools to find & vet bookkeepers so you hire the right one for your needs, and then all the tools to onboard & work with the person so your business thrives!
What’s Included in the Bookkeeper Package?
The Bookkeeper Package is divided into 4 main sections:
The Mindset behind Hiring the Right Bookkeeper
Our Proven 5-Step Hiring Framework (including all hiring documents!)
Our Onboarding Blueprint
A Complete Roadmap for How to Work with Your Bookkeeper!
Each section has bonus resources to support you! From policies and procedures to hiring and onboarding documents to actionable checklists and short videos… we are focused on supporting you to hire, onboard, train and equip your Bookkeeper for success!
PLUS THIS BONUS!
30 Minute Implementation Call
With an Upleveling Your Business Coach
(Value $500 USD)
First, we will help you inventory what you have and show you what is in this package.
Then, we will help you prioritize which sections to work on first.
After that, we will help you set milestones to successfully use this package.
Finally, we will work together to develop your plan for full Implementation.
This course is based on hours of training that we have led our clients and their Bookkeepers through – as well as some fantastic bonus training modules from our very own Financial Controls Coaches!
The package includes everything your Bookkeeper needs to work productively and profitably from the start, and what you need to know to manage them properly.
💥 Financial Record Keeping
🔥 Bank Reconciliations
💥 Financial Reporting
🔥 Accounts Payable and Receivable
💥 Payroll Management
🔥 Tax Preparation Support
💥Financial Analysis
Each Chapter comes with corresponding videos with tips and tricks!
You’ll also find bonus trainings for law firms, real estate, and professional services!
Wave goodbye to mediocre service & step into a world of excellence by learning how to UPLEVEL your bookkeeping in 3 easy steps.
Step 1: Buy this Package.
Then, Step 2: Watch the bite-sized nugget lessons so you are empowered with knowledge and can use the tools we provide.
Finally, Step 3: Schedule Your IMPLEMENTATION CALL to get hands-on help!
Bookkeeper Package: Quickly Find, Hire & Onboard the Right Bookkeeper
You know you need to hire a strong Bookkeeper to help you stay on top of your numbers and run the right reports when you need them…but how do you find the right person? WE HAVE YOU COVERED!
And once you hire your new superstar, how do you onboard them? AGAIN, WE HAVE YOU COVERED!
Then, how do you delegate to them? Collaborate with them! WE HAVE YOU COVERED!
Do you have a 100% Certainty in Your Business Financials?
TAKE CONTROL!
We have worked with thousands of small and medium business owners, and we have the vital tips to support you so you can reinvest 20+ hours of your precious time.
This is why we created the Bookkeeper Package! After talking with many of our clients, we realized the need for
this package – and when our clients ask, we listen and act!
Ready to drive your business forward, get your numbers under control quickly, and save money?
Get Access Now – Purchase Below! ⬇️
You might have some questions though…
Do I have time to find the right person? We have you covered by giving you the key items you need to fast track.
How do I onboard or delegate to your Bookkeeper once I hire? We’ve taken care of that for you as well!
Can I afford to hire a strong Bookkeeper? Quite frankly, you can’t afford not to. That’s how much of a game changer this superstar is!
Discover the Art of Hiring, Onboarding, and Working
with Your Bookkeeper!
From starting the hiring process through using the right resources and workflows, this package will cover
everything you need including TIPS to help streamline your tasks.
We’ll even give you and your Bookkeeper access to our Systems Coaches to help you implement the program smoothly!
Meet Your Instructor:
Kristen David, Owner Upleveling Your Business
As a young attorney, I worked 80+ hours a week to build my practice – and though I loved my work, I had no freedom.
After ten years of trying to juggle it all, I learned how to truly run my business like a business. I wrote a business plan and executed on the things that matter.
I doubled and then doubled again over 18 months as I implemented the systems in all areas of business that allowed me to regain my freedom.
When I sold my successful law practice, I began coaching and teaching lawyers across the country (and all around the world) how to build and manage their businesses while living the life they love.
Since then, I have built a business that allows me to do what I love – coaching and teaching entrepreneurs in a variety of industries. I teach them how to manage their businesses through the replicable policies and procedures that have allowed me to double my own business, multiple times, while still taking time for myself.
Nothing beats a growing, profitable business and being able to spend time connecting with friends and family, sometimes at home and sometimes while visiting places I had previously only dreamed of.
