YOUR NEXT STEP
Ready to run a business that no longer runs you?
Let’s make running your business as smooth as that glass of wine that’s waiting for you at the end of your highly profitable week.
To get started, simply choose from the following options:
ONE-DAY INTENSIVE
System Setup Day
There’s no better time than now to make your business more efficient – especially when it will only take us ONE day. Plus, the systems we put in place for you will help you and your business thrive for years to come!
Automate your onboarding using Dubsado. We'll create beautifully branded forms, design all of your workflows, and set up the scheduler so you can book and onboard new clients in your sleep!
Streamline your client work with ClickUp. We'll create a repeatable process you can use for each client, apply it to your current clients by adding them to ClickUp, and then create high-level views and dashboards so you can manage everything in one place.
"I felt like the process was smooth and always moving forward, I really enjoyed working with Corinne. With this system in place it will save me a ton of time and fiddling around."
Done For You Systems Setup Client
-MICHELLE
ONE HOUR CALL
Power Hour Strategy Section
Are your systems almost perfect but need a couple of tweaks? Book a Power Hour Strategy Session; no fluff included. Show up to the call prepared with your target list and we’ll share screens and tackle each item one by one.
Recorded Zoom call with you and/or your team, which you can go back to and reference any time.
Clear, easy-to-implement action items for after our call. (Because nothing’s worse than wondering, “What the heck do I do next?”)
"It 's a relief to have all CRM data in one place and organized - such an improvement over Excel sheets! It's so much easier to stay on top of renewal dates and rate increases."
Done For You Systems Setup Client
-SHEILA
RETAINER
Systemized Marketing
Once your systems are set up, it’s time to attract more clients! Let us handle the marketing for you. We have experienced copywriters who know the bookkeeping and accounting niche,
who will speak in your language and tone of voice.
Monthly or weekly blog posts, written and posted on your website.
Weekly or monthly newsletters geared towards getting subscribers to book a discovery call.
Social media packages to fit your goals – because everyone knows social media is a BEAST of its own. One minute you’re “just checking to see who’s commented,” the next; you’re five hours into a mindless scroll!
"Thank you so much Corinne! I am so excited to jump in and start learning and using these accounts. We really appreciate all of your work, and expertise, as well as the training videos."
Done For You Systems Setup Client
-KIMBERLY
LET'S DO THIS
Adding more clients shouldn't make you cry in your coffee.
Let us help you systemize your business with easy-to-use systems and tech tools, so you can take on more clients and grow your business without working more hours!
MAKE ONBOARDING A BREEZE WITH THE ONBOARDING WORKFLOW GUIDE!
Enhance your client onboarding with our exclusive guide! Discover the step-by-step workflows used by top accounting firms, get a list of software for automation, and learn how to charge for your Diagnostic Review/Scope Quote. Grab this essential guide now before it’s gone!