The Advisory Vault is a membership that gives you access to a bookkeeper who has seen the back-end of over 100 businesses in her career.
You get her financial expertise to apply to your own sustainable growth strategy, for a fraction of investment.
FROM
- Trying to make sense of all of the finance words flying around
- Living in out-of-control cashflow chaos
- Trying to grow without a solid financial foundation
- Making money mistakes on the reg
- Praying your books are good enough
TO
- Having a clear understanding of your numbers and what they mean for your business
- Tapping into Lookout’s expertise and their love of turning messes into calm, collected, usable data
- Making decisions based on numbers, not prayers
- Learning the dos and don’ts that make or break businesses at every revenue bracket
- Feeling confident that your books are beyond good enough
A quick look at every month in
The Advisory Vault
Our optimal blend of learn, ask, and do
2 Calls per month, 45 minutes each
Community Access (via Heylo)
Access to Quickbooks certified pro advisiors
updates on tax & business News
Yes, we teach you about your numbers.
But the real aha in The Advisory Vault comes when you lean on us to step into your CEO identity. Not in a power suit, briefcase way. But in a way where the “founder fog” lifts and you realize you have actual systems in place to fuel your creativity with data-driven clarity.
We’ll hand over the vault keys, if:
- You’re a new or growing business who isn’t quite ready to invest in 1:1 financial advisory services
- You’re someone who struggles with systems, but is a self-identified sponge when it comes to wanting to learn systems and processes that work
- You want to take a proactive approach to reviewing your finances and using them to make decisions (even if you have no f*cking clue what to do in this moment)
- You’re growth-oriented and want to hit that next milestone sustainably
- You’re craving some damn peace of mind around your numbers
- You’ve figured out how to make money, but spreadsheets no longer cut it—you’re ready to transition into systems that actually work.
How To Gain Access To The Vault
Hint: We have to make sure you won't lose the keys...
Step 1
Fill Out The Intake Form
Every client starts here - this gives us the foundation to work from to be sure you're getting what you need.
- Once your intake form is received, we will review & send the proposal for the QBO set up & monthly membership
- After the proposal is accepted, we will set up the initial call to set up your QuickBooks Online file and get to work.
Step 2
We Will Set Up Your File, Sprint Style
Get out of your spreadsheets and into a system that is going to work for you - while being supported by us!
- QuickBooks setup and configuration
- Creation of your chart of accounts
- First month of allocations and reconciliations (with a Loom walkthrough video for future reference)
- Monthly reporting framework: you’ll see the reports I pull for clients and I’ll star/save them for you so you know exactly where to find them moving forward
Step 3
Review Your Account Set Up
When you file is set up & assets are completed, we will set up a call to review everything with you.
- Final Zoom to review everything with you & provide assets to you
- We will make changes to your file in real time during this call
- At this point, we will hand off the QuickBooks Account to you for monthly bookkeeping, and you'll be in our Advisory Vault Membership
Step 4
Gain Access To Your Vault Keys
You'll have the tools to do your books, accountability to doing the task monthly in our membership, and the ease of having your financials monthly & for tax time!
- Multiple Zoom calls for coworking & "Bookkeeper in your pocket" to be sure you're completing your bookkeeping
- Heylo community - ask questions, encourage each other, be in the know when tax updates happen
- Access to QBO experts on our calls and in our Heylo Community
