The Spring Cleaning Bookkeeping Bundle
The Go-To Solution For Cleaning Your Books With Confidence
Understanding your finances and making business decisions can (and should) be simple.
And, we get it. You’re not quite ready to hire a financial consultant year round – but you know you need more clarity with your business finances…
and that’s why we created
The Spring Cleaning Bookkeeping Bundle.
You’ve been there and…
Realized how hard tax season was when you didn't have all your information together.
Were hit with an unexpected tax bill because you had no idea how much you actually made or how much to put aside.
Want to know if you can afford that new investment but aren't really sure if it’s in your budget.
It feels like you need the financial side of your business caught up but you don't have time.
You have a million questions about your business finances, but your Google searches haven’t been helping. You wish you could ask someone who actually understands your business.
And that’s why you need….
The Spring Cleaning Bookkeeping Bundle
Our Spring Cleaning Bookkeeping Bundle is focused on ensuring you get caught up & feel confident or the first 6 months of 2024.
What’s Included:
Catch Up of Books from January - June 2024
3 Months of Support with Designated Bookkeeper
1 Tax Meeting with CPA for Questions
Access to Your Client Portal: You will have access to our secure client portal to ask important questions if you have concerns between meetings. This is included in your package and you will not receive an additional bill - we want you to feel informed & confident!
Limited to 6 Total Spots.
Pricing starts at $650 per month (price varies based on transaction volume).
This service is intended for service-based business owners (no products or inventory) who are making <$25k per month, are meeting <150 transactions per month and have <5 accounts.
The Spring Cleaning Bookkeeping Bundle .
The Spring Cleaning Bookkeeping Bundle .
In order to appropriately service you during the 3 month scope of The Spring Cleaning Bookkeeping Bundle, we require communication through our Client Portal. We ask that responses are completed within a timely manner so that we can check all the boxes needed for accomplishing your books catch up.
Once your start date arrives, you will receive a welcome email from us as well as an immediate invite to our Client Portal with more details on how to access it. From there, you will find a list of information requests so we can begin understanding your business.
More information regarding communication and meetings will be provided via our Welcome Packet!
Disclaimer: This offer begins on the first of the month and will end after 3 consecutive months regardless if information is not provided to our team in a timely manner. This is why we ask you to maintain timely communication with our team through our Client Portal so that nothing is left out at the end of our 3 months today.
If you choose to continue working with Christy Bowie Financial Solutions, your onboarding fee will be waived.
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The SCBB is for you if you’re…
The real estate agent who wants to be ready for tax season in 2025.
The content creator who wants to see how much they can pay themselves.
The business coach who feels like finances have taken a back burner…until now!
The marketing agency owner who wants to see if a new contractor is in the budget.
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The SCBB is NOT for you if you’re…
The shop owner with lots of products & inventory.
The established business making over 350k.
The CEO who doesn't see the value in proper financial records.
The business owner who doesn’t have time to commit to getting your finances in order
Not sure what category you fall into? Contact our team today and we will help determine if this service is right for you. Email us at team@christybowie.com.
Hey there! I’m Christy!
CPA & Financial Consultant who empowers service-based entrepreneurs to grow their business by taking away the stress of finances & creating strategic plans to scale.
After starting my career serving some of the world's largest private equity companies as well as high net worth business owners and investors, I’ve learned the powerful strategies that successful CEOs use to scale.
I've served hundreds of small businesses in various industries, stages of businesses, and revenue ranges and have a passion for helping founders build legacy businesses that can provide generational wealth and a lifestyle they love.
My goal is to help you feel empowered as a business owner & get back to being the CEO instead of stressing about details, and with the Spring Cleaning Bookkeeping Bundle, we’re at the perfect beginning steps to get you there.
Don’t wait! The Spring Cleaning Bookkeeping Bundle is a LIMITED TIME offer and we are only opening 6 spots total for May 2024 - July 2024.
The SCBB start date options are:
2 Spots for May 1st, 2024
2 Spots for June 1st, 2024
2 Spots for July 1st, 2024
(All ending 3 months from the start date)
With us, you don’t need to be apologetic about your desire to make more money and impact your business.
Let us help you get there, starting with our Spring Cleaning Bookkeeping Bundle.