You have a busy enough schedule and finding time for your bookkeeping is challenging! I find VIP Days to be the most efficient and productive way to work on bookkeeping. Momentum and energy are high. Imagine eliminating the back-and-forth emails and only having to focus on your bookkeeping for one day a month... yes, please!
What's Possible to Achieve in a Day:
What will you do when you have your valuable time back?
There are 3 Levels of Monthly Retainer VIP Days:
The Luminous - Essentials
The Radiant - Mid-Level
The Divine - Premier
Add Profit First to any package
Monthly
Bookkeeping
In a day, you will get a strong financial foundation for your business that you deserve coupled with post-intensive support.
Accounting System
Set-Up
If you are behind on your monthly bookkeeping for this year, it is possible to get tax prep ready in time! This service would be dependent on a Diagnostic Review.
Bookkeeping
Catch-Up
I will help you implement the Profit First system created by Mike Michalowicz and review with quarterly assesments
Prioritizing Profits with Pam
There is a minimum 3-month initial engagement period, after which you can choose month-to-month VIP Day billing or receive a discount when you secure multiple months in advance.
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Your commitment secures my full day exclusively dedicated to managing your business books with the utmost efficiency.
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When choosing a date for your Monthly VIP Day, be sure it is after your closing dates for your credit card(s), if applicable. For ease, we will try to stick with that day each month as closely as possible.
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By staying actively engaged and responsive during your VIP day, you can expect to finalize all your bookkeeping records for the previous month and the financial reports provided by the end of that day!
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For the One-Day intensives, all pre-work must be completed/uploaded 3 business days prior to our VIP day or the day will be rescheduled.
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If you're not sure if a VIP Day is the right solution for you, book a free Clarity call where we discuss your goals to see if it will be a good fit!
“Pam is so flexible and adaptable.
Pam genuinely cares about bringing success, balance, and happiness to her clients. She will go above and beyond.”
-Lindsay Connolly
What's Included:
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New clients will receive a one-time, done-with-you setup that gives me view-only access to your accounting system and banking
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A professional virtual bookkeeper dedicated to you and your business for the day
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With Monthly Retainer VIP Days, you get to choose the day each month that you want to focus on your bookkeeping and business financials and eliminating the need for back-and-forth communications
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Monthly Retainer VIP Days include:
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Categorization of the previous month's transactions with Maximum Tax Savings
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Reconciliation of all business accounts
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Financial Reports provided
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All work is completed virtually
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Your choice of a Zoom call or video recording to review the reports
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There is a 3-month minimum initial engagement period for the retainer VIP Day packages
Monthly Retainer VIP Day
THE LUMINOUS - ESSENTIALS
Good for Small Businesses or Solopreneurs
Investment starts at: $367/Month
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Monthly & Year-End Financial Reports
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Monthly Zoom Call or Loom video recording to review reports
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Ongoing Email Support
THE RADIANT - STANDARD
Good for Growing Businesses with Multiple Accounts
Investment starts at: $525/Month
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Payroll Processing through 3rd-party vendor
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Monthly Bill/Vendor Payments
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Monthly Budget
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Monthly & Year End Financial Reports
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Monthly Zoom Call or Loom video recording to review reports
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Ongoing Email Support
THE DIVINE - PREMIER
Good for Larger Businesses with Multiple Accounts
Investment starts at: $787/Month
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S-Corp Accountable Plan Management
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Payroll Processing through 3rd-party vendor
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Sending Invoices
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Payment follow-up on invoices
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Monthly Bill/Vendor Payments
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Paying Quarterly Estimated Taxes
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Monthly, Quarterly, & Year End Financial Reports
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Monthly Zoom call or Loom video recording
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Ongoing Email Support
VIP Day Experiences
ACCOUNTING SYSTEM SET-UP
Setting the foundation for your bookkeeping financial success
Investment: $400 (October 2024 Promotional Pricing)
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Creation and Set-Up of Accounting Software (QBO or Wave)
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A Customized Chart of Accounts
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Connect Business Bank Accounts, Credit Cards, and third-party payment processors
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Messaging access on the VIP day
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1-hour Zoom training
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30-Day Post Intensive email support
CURRENT YEAR TO DATE CATCH-UP
Getting you tax prep ready
Investment starts at $480 (October 2024 Promotional Pricing
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Streamline and consolidate the Chart of Accounts
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Categorize/re-categorize transactions to maximize tax savings
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Reconcile Balance sheet
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Reconcile bank and credit card accounts
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A/R and A/P aging
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Financial reports are provided for each month of the catch-up
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Year-to-date Profit & Loss statement
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Messaging support and updates throughout the VIP Day Experience
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30-Day Post Intensive email support
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Note: this may require more than one day depending on the complexities of your business
PRIORITIZING PROFITS WITH PAM
You deserve to not have your profit be an afterthought.
Introductory Rate: $1312
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A brief introduction to the principles of the Profit First system will be provided
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Profit First Accounts Set up at Relay Bank (or your preferred bank if it is compatible with this system)
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The allocation schedule is set up with the percentages recommended by the Profit First system
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Messaging access on the VIP day
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30-Day Post Intensive email support
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One year of Quarterly assessment check-ins (Email or Zoom call)
“Pam is delightful to work with and prompt in her work Pam has cut hours many hours out of my work week so that I could focus on higher-revenue tasks. Pam made me feel supported and at ease.”
-Rhonda Linn
You likely have complex or diverse income streams for your health and wellness business. Streamlined financial processes and proper cash flow management, will save you time and help you achieve a better work-life balance. Imagine being able to attend that retreat you've been eyeing! Not only will you be happy to go and de-stress, but you will also have the funds to do it. Who knew money could be so fun?
Here's how it works:
01.
Schedule a complimentary, no-obligation clarity call to see if we vibe. You can do that here.
02.
Sign the contract, pay the initial invoice, complete the onboarding questionnaire, book our onboarding call.
03.
Have our Onboarding call and complete the done-with-you access and systems set up. Book your VIP Day!
04.
Your Bookkeeping VIP Day is here! *The day before or the morning of your VIP Day, upload any required documents. Be available and responsive on your VIP day.
*Monthly Retainer VIP Day clients can upload documents the day before or the morning of their chosen VIP Day.
For clients choosing the one-time VIP Day Experiences, please provide all required documents and access at least 3 business days before our scheduled VIP Day to avoid having to reschedule or cancel.
Hi Friend! I am Pam Williams, Your Soulful Profit Guide, and Professional Virtual Bookkeeper!
I am passionate about serving soul-led businesses and service providers toward abundance through efficient, consistent, and accurate bookkeeping.
I want to bridge the gap between the feminine intuitive, creative flow, and masculine structure and organization. I can achieve that for your business by combining my passion for life and all things metaphysical with my natural strengths of being detailed and organized.
As a mom and business owner, I understand the importance of balancing work and life. You are busy enough to be putting energy and resources toward aspects of business that do not bring you joy or light you up!
You are ready to have an extension of your team and a professional, trusted, and relatable partner in business.
I am so glad you were guided here!
“[With Pam's] clean-up help with transaction coding and bank reconciliations, I was able to focus on other work without worrying if I would be able to get the clean-up done by the due date. Spiritually, I felt at peace. [Pam] communicated with me frequently to ask questions when needed and to provide a status along the way. [She] works in a timely manner and I like [her] energy and patience. Thank you so much for helping me, I would not have been able to do this without you. You are awesome!”
