Bookkeeping coaching
Initial Coaching Includes:
(1) 90-min Coaching Intake Assessment and Planning
In-depth unaudited bookkeeping review of your current file and suggestions for revision, refinement, and journal entries.
In-depth execution feedback and suggestions for streamlining bookkeeping workflows
(12) 60-min weekly virtual coaching sessions/training for you and/or your staff
Templates and training on setting a cadence and workflow for internal unaudited bookkeeping reviews
Training and Cheat Sheets for troubleshooting common bookkeeping issues
Training on how to interpret the financials in a way that provides useful information for operational decision-making
On-going Coaching Includes:
Monthly or Quarterly oversight of staff bookkeeping reviews.
60-min monthly or quarterly virtual coaching sessions/training for you and/or your staff.
Continued support for conducting an internal unaudited bookkeeping review
Option for expanded consulting services and/or training in strategic budgeting, forecasting, financially informed operational decision-making.