Phase Two: Delegate and Grow
Empowering Growing Businesses to Stay Focused on Growth
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Who is Phase Two for?
Phase Two is designed for business owners who are experiencing rapid growth and finding it hard to keeping up with their bookkeeping. This program is perfect if:
You're outgrowing your current processes and need a scalable solution.
You're spending more time than you can afford on bookkeeping instead of growing your business.
If your business has grown beyond DIY systems, Phase Two offers the support you need to streamline and outsource your financial processes.
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What Happens In Phase Two?
1. Books Clean-Up
Done For You: We'll clean up your books back to your last filed tax return, ensuring a fresh start without needing to amend previous filings.
Accurate and Organized: We set your books up for success, free from errors or inconsistencies.
2. Training in Best Practices
Proven Systems: Learn streamlined, efficient processes that minimize your involvement in accounting.
Customized Guidance: Adopt systems tailored to your business’s unique needs.
3. Fully Managed Bookkeeping
Flexible Packages: Choose the bookkeeping package that fits your business needs.
Seamless Integration: Focus on running your business while we handle your books.
4. Quality Check and Q&A
Fast Answers: Get timely responses to all your bookkeeping questions.
Quality Scores: Receive a monthly VerifyIQ score for your books, so you can rest easy knowing they're accurate and audit-ready.
5. Annual Tax Preparation
Comprehensive Service: Add tax preparation to your bookkeeping package, eliminating the need for separate tax prep fees.
Stress-Free Filing: Stay compliant with tax laws and avoid last-minute scrambles.
6. Tax Planning
Strategic Advice: Access full-year tax planning to implement strategies that maximize your savings legally.
Practical Guidance: Avoid misinformation from unreliable sources. Get clear, actionable steps to implement effective tax strategies.
How Much of My Time Does Phase Two Free Up?
Our process is designed to make your transition to outsourced bookkeeping smooth and efficient:
Books Clean-Up: Achieve a VerifyIQ score of 90%+ in 1 to 3 months.
Ongoing Bookkeeping: Spend only 30–90 minutes a month managing your books, depending on your package.
Year-Round Support: Access continuous tax guidance and planning.
Ready to Delegate and Grow?
With Phase Two, you’ll save time, reduce stress, and have confidence in your business finances. Let us take bookkeeping off your plate so you can focus on scaling your business.
Schedule Your Free Consultation