1-on-1 Financial Consultations
Working together to get your money working for you.
Your business is growing & sales are pouring in, but you still feel stressed about money.
You’re not alone. And here’s what I know you know:
It’s one thing to make money but entirely another to manage it (& manage it well).
That’s where we come in.
Money Overhaul VIP Day
A 1-ON-1 custom service aimed to help clean up your books & create a forward-looking financial plan, on that works for both your business & your life. Get the clarity to make better financial decisions for you & your business with a little help from the experts.
$1,797
(or 2 Payments of $947)
Earn more. Save more.
Pay yourself more.
Our Financial Consultation Process
Prep
Upon scheduling the session, initial pre-work assignments and/or data requests will be sent. These are due at least 2 business days prior to our session.
01.
VIP Day
We will hop on an initial call to get started and then work in the background to clean up your books & prepare deliverables. We will end the day with a 1-2 hour call to review your financials, systems, and plans for ongoing management.
(Note: While you don’t need to be on a call all day, we do ask that you are available for questions.)
02.
Support
After your VIP Day, you will have 14 days of ongoing email + Voxer support from the Knies & Co team to ask any questions that come up while implementing your new financial plan.
03.
Topics We Cover
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Entity Structure
LLC? S Corporation? We’ll help you determine the best structure for your business.
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Tax Strategy
A deep dive into ways you can save on taxes, from maximizing deductions to taking advantage of tax loopholes.
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Bookkeeping Cleanup
We’ll work behind the scenes to clean up your books and review how to manage going forward.
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Cash Management
Simple systems that help you determine how much to allocate to expenses, tax savings, owner’s pay, etc.
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Budgeting + Projections
Creating a financial plan for the future based on trends + income & expense projections
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Other
Payroll setup, assessing hiring needs, self-employed retirement accounts…we’re here and ready to help.
Frequently Asked Questions
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Since a lot of the work is done behind the scenes, these are typically done virtually; however, if you are local to the Indianapolis area, we can discuss if an in-person session would be beneficial.
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While we don’t require you to be on a call with us all day, we do require that you be available (either via Zoom or call/text) to answer questions as they come up.
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We help both service or product-based businesses, spanning industries like wedding planning to web design to children’s retail, who are bringing in consistent revenue.
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If you’d like to inquire about hiring us to perform your monthly bookkeeping, you do not have to register for a Money Overhaul VIP Day. As part of our onboarding for new bookkeeping clients, we do an initial cleanup and consultation the we will price specifically for you.
Don’t quite need a full-day session?
1 Hour: $497
Schedule a 1-hour 1-on-1 consultation, where we can help answer questions around:
Whether an LLC or S Corp structure is best
Saving on taxes
The best way to allocate your cash between operating expenses, tax savings, and owner’s pay
Simplifying income & expense tracking
Sales tax
Payroll setup and management
And more…