CFO VIP Day: The Accounting Solution You Need!

Are you ready to give your numbers the attention they deserve?

Give your Business Finances VIP Treatment

Lanesha was able to get DeAnna $13,247 in tax savings

"Being able to go from confused to organized in a matter of a weekend is such a stress reliever. My practice has grown so much due to the pandemic that I was honestly getting extremely burned out. Lanesha helped me submit my financial statements to my CPA for my 2021 tax filing after our VIP Day. She was able to walk me through errors I made at the beginning of the year, she answered all of my questions during the Q&A call. Many accountants are pessimistic but she was patient and broke down these confusing areas in my spending.

She showed me how to set up rules and a company email for all business expenses so my quarterly money reviews aren't a headache.

The time savings alone was worth the investment." -DeAnna

The way you take control of your business finances is through becoming clear on the money story, it will leave clues that will help you become empowered to truly experience the transformation you desire!

What's included in your


A CFO VIP Day is where I

  • Build out a business finance plan customized to your 12-month business goals all in 4-6 hours.
  • Your time, focus, and attention will only be needed for 1 hour during our

kickoff call (30-mins) & off-boarding zoom call (30-mins).

  • You'll be released for your day of relaxation as my team and I work behind the scenes to clean up your financials and deliver a saving-packed tax strategy & money management plan using my

3-step framework

Let's Break Down What to Expect...


Phase 1: Clarity


Phase 2: Cleanup


Phase 3: Confidence


Custom Client Financial Journey Mapped Out with an Accounting + Tax Strategy with two experts filled with your goals.


Financial Audit & Cleanup of your Current Money Workflows will be done 1-Week prior to your VIP Day.


Learn to fully use your Bookkeeping Software & Payment Processors without wasting your subscription payments.


We will automate and integrate all of your Financial Apps, Bank Accounts & Payment Merchants with ease.


Custom State Sales Tax Analysis + Strategy integrated with your e-commerce site, if applicable, for physical and digital products.


Get a Payroll analysis and software recommendations for yourself + team member(s) with the appropriate state & labor agency accounts setup without compliance issues.


Get up to 3 Years Tax Returns Reviewed for potential, missed tax savings.


Learn to create a

Cross-Training Library online for easy access as your team grows.


We will answer any money question you need answered for your business goal.

Let's Summarize...

Exactly what you get:

  • You tell us your goals

  • We review & clean up your systems, reports, and tax filings

  • Q&A with you for accuracy

  • We deliver your money management plan

  • You received a custom, detailed money strategy to follow for the next 12 months


  • Welcome Gift

  • Branded VIP Day Workbook

  • Paid Lunch Delivered to You


VIP Day Wrap-Up

  • Quarterly CFO reviews, as needed!

  • We will support you to keep your financials clean, organized,

reliable & updated!


Ready to get started? Click the button below.

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