Private Individual Mentoring

Immediate Coaching for Any Road Block

Leave the confusion behind, and gain real direction and clarity.

You’re out of time to waste.

& Right Now You're Not Sure Where To Find The Answer

Failed Google Searches That Leave You Lost

"...??? I tried to look it up on Google

but can't find anything on this.."

Flexible Scheduling

"Do we have any coaches with availability this evening for possibly tomorrow late afternoon that could help me target a few cleanup questions. I feel stuck."

There For You When You

Encounter Something New

"I would like to schedule a 1:1 with a coach that is experienced with A/P for clients. I have questions about the process in QBO and best practices for handling this for clients"

THIS IS FOR YOU IF...

  • You have your first bookkeeping client but no idea what steps to take or the order to take them in.

  • You have so many negative thoughts running through your mind like fear of failure, imposter syndrome, who do I even think I am, complete overwhelm, and on and on.

  • You don't want to waste time trying to figure it out all on your own.

  • You've tried on your own, weren't set up for success, and wish you could start over with the support you need to get it right.

  • You haven't started because you are intimidated by how to set up the business side (tech, marketing, bookkeeping, registering, etc.)

  • You wish you had a second pair of eyes on a client's books.

  • You are putting in the time and effort but aren't seeing results you expected by now.

  • You have your first bookkeeping client but no idea what steps to take or the order to take them in.

  • You have so many negative thoughts running through your mind like fear of failure, imposter syndrome, who do I even think I am, complete overwhelm, and on and on.

  • You don't want to waste time trying to figure it out all on your own.

  • You've tried on your own, weren't set up for success, and wish you could start over with the support you need to get it right.

  • You haven't started because you are intimidated by how to set up the business side (tech, marketing, bookkeeping, registering, etc.)

  • You wish you had a second pair of eyes on a client's books.

  • You are putting in the time and effort but aren't seeing results you expected by now.

GOOD NEWS...THESE ARE ALL THINGS

YOU CAN LEARN WITH THE RIGHT TRAINING!

Here is what our Bookkeepers are saying...

THIS COULD BE YOU...

Over 2,000 Private Coaching Calls Done With Bookkeepers Like You

What To Use Private Mentoring Calls For...

  • Reviewing Financials

  • QuickBooks Online Tutorials

  • Reconciling 3rd Party Integrations

  • Working with Accounts Receivable, or Accounts Payable for the first time

  • Reconciling Payroll

  • Wondering what to do next

  • Marketing

  • Back Office Set Up

  • Creating Processes & Procedures

  • Hiring Team Members

  • Sales Call Review

  • & When things aren't going as you hoped

  • When you want to burn it all down

  • Fear calling a client

  • Want that client email reviewed before hitting send - Yep, that too.

  • Handling Overwhelm

  • Pricing and Quoting Help

  • Tech & Automations

Ready to Book Your Private Coaching Call?

Single Session

One Half Hour Private Coaching Call

$85

Coaching Package

3 Hours Private Coaching Calls

$450

GET ANSWERS TO QUESTIONS LIKE...

Customized Advice & Answers

You know how to Google and Research but you haven't gotten the answer to your specific question or situation. It's time to move forward. Get the answer (not just more opinions).

Kick Doubt To The Curb

Ultimately, we fear the unknown. The unknown response we'll receive from clients, leads, friends, or family. Gain the support and education to move forward and make confident decisions.

Personalized On-Demand Training

Being your own boss means no stepping by your coworker's office to ask where that button is for the umpteenth time - on the task you do once a year when Sally is on vacation. We are that co-worker. Get that additional training, the how to, or pick a VIP Coaches brain before you try a new thing.

Meet The VIP Coaches

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Chelsea Kanke

Bookkeeping Coach

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Sandra Gall

Bookkeeping Coach

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Bonnie Vatovec

Bookkeeping Coach

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Megan Davis

Bookkeeping & Mindset Coach

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Sherry Staggs

Advanced Bookkeeping Coach

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Kyle Staggs

Sales |Marketing Coach

FAQ's

These are answers to almost every question that were asked from us previously. Insert text...

When can I schedule?

You can use the form to schedule at any time. Coaches have a wide variety of calendar availability and you can typically find a spot 7 days a week.

How far in advance do I need to schedule?

As soon as you know you need help we encourage you to book a call. Availability becomes extremely competitive about 48 hours out.

I need to cancel or reschedule my call!

Absolutely we get it! Life happens and sometimes we figure it out 5 minutes after booking your call. We ask that you cancel or reschedule 48 hours out to allow the spot to open for someone else. Calls canceled within 24 hours out of the call will be forfeited.

I no longer need my private coaching call...

Due to the nature of this product, our desire to keep these affordable, once you purchase a call there are no refunds. These calls do not expire but we cannot guarantee they will always be available. We recommend saving the call for the next time you want to pick our brains.

Where do I schedule?

After scheduling you'll receive an email confirmation to the email you submit on the form. Please check spam messages and other emails in case the form auto-filled.

Who will I be matched with?

Our VIP Coaching Team has a wide range of expertise and niche experience. On the scheduling page you'll be introduced to each coach and use a routing form to ensure the coach has experience with the topic or question.

How long are coaching calls?

Coaching calls are a half hour long. This addresses most problems we encounter having solved literally thousands of problems on calls.

I need someone to see my screen - is screen sharing allowed?

Often the most efficient way to troubleshoot is to share your screen. Do not share client tax returns or other personal client information. Please take good notes as we do not record these calls due to the nature of your business!

Ready to Book Your Private Coaching Call?

Single Session

One-Time Private Coaching Call

$85

6 Session Coaching Package

Bundle of 6 Private Coaching Calls

$450

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