Frequently Asked Questions:
I work with Healers and Creatives because they relate differently to money.
Healers and Creatives need to live out their passion and purpose with alignment, and there is no amount of money enough to sacrifice your values or drain your energy.
It is my purpose in life to help people who are changing the world make more money AND to create more change.
Our Clients range from start ups to 10 million a year. You will not grow out of the systems I've created, but you grow INTO them.
I have taken companies to 3 year losses to over 6-figures, and from 2 employees to 20.
I've helped businesses create team structures, improve communications from management and staff, generate thousands of dollars in annual savings, and implement new revenue streams.
Learn more about the clients I work with right HERE.
You will have a direct line to me throughout the onboarding process, and you'll have ongoing support.
At Coaching With Kaylee (CWK), I am your your partner in business. I don't just show up as the expert, but I also educate you along the way.
I ensure everything we do is aligned with your values and personal goals. You have access to a team of experts, templates, guidelines and leverage.
I have close personal partnerships with various experts and software in the industries in Legal, Tax, Payroll, and Insurance.
With CWK as the translator and manager, I can speak both the languages of the creative and the tax jargon of the accountant. I also keep up 75+ hours of IRS approved CE credits within my field annually to maintain my licenses and certifications.
Once you are onboard, you'll have access to all the assets. You are also the owner of all the assets- everything is transparent to support abundance and trust.
I'm in the business of money. Therefore, I always ensure that the value I bring matches or exceeds what you need and in a way that supports growth, not creates debt.
The prices on my website are on a sliding scale depending on what level of complexity, risk, frequency of support you desire. We will create a customized plan for you.
Any additional software fees will be covered by the client (QuickBooks Online subscription, sales tax filing, bill pay, payroll fees etc.) This allows us to keep costs down and layer in services as you need them.
You will know these numbers ahead of time and ensure to add it into your cash flow projections.
The deposit is 50% refundable if you decide not to move forward after our call. You also get to keep all the assets up until that point. This includes the QBO Audit, the recorded kick off call, and all the templates in the Dropbox file (16 folders and several dozen templates in each one).
As an accountant dedicated to enriching lives through teaching people to build Financial Independence, this 1:1 coaching program is designed to help you grow from SCARCITY to ABUNDANCE. It's a deep dive into your habits as they are now. When we're done, you will have the skills and tools that every entrepreneur needs to be successful.
We work with Quickbooks Online and Netsuite.
Yes! We can review what you’ve already completed and check your work, clean up prior year to start fresh, or show you how to start from ground zero.
We offer CFO services for businesses as well as QuickBooks training. We've also got some exciting new services in the works, too!
Check out or Services page right HERE and get the scoop on everything we're currently offering!
Of course! Click HERE, book a free consultation call, and we'll see if we're a good fit.
QuickBooks Online FAQs
Yes! We can review what you’ve already completed and check your work, clean up prior year to start fresh, or show you how to start from ground zero.
We actually specialize in QBO clean up! We often take on projects that re-build your entire file to be accurate and set up a foundation for ongoing support success. The whole process takes 2-4 weeks and we can take on your ongoing bookkeeping needs, or transition to an in-house staff.
Here's a short video that'll show you how to run your P&L through QuickBooks:
Need to reconcile a Credit Card Account in your QuickBooks? No problem! Here's how:
Here's how to make a deleted bank account active again:
This short video will walk you through the process:
Great question! I break down how to clean up bookkeeping disasters before tax time. Check out our post on this topic right HERE.
Creating a new product or service for and sending invoices through QuickBooks is covered in this video:
Yes! I have 6 QuickBooks hacks you can us to catch any potentially disastrous bookkeeping mistakes. Check them out right HERE!
There are a few ways that you can tell if there's something fishy going on with your bookkeeper. Find out the top 3 red flags, what to do about it if you find them, and how to prevent these things from happening in the first place! Check that out HERE.
Check out our quick little video that shows you how to set up receipt forwarding in QuickBooks online right HERE!
We offer training programs for those who want to better understand bookkeeping and for those who want to learn how to use the software. Learn about QuickBooks Fresh Start, our signature course, HERE.