New Services That We Are Offering
In November, Kristin went to a life changing business event called Mega Success hosted by JT Foxx.
This is what she had to say about it:
“Thank you JT Foxx for helping me realize I’ve been complacent. That my business has grown stagnant. I realized I DID want to take my business to the next level. I spent an entire weekend figuring out my 2023 goals and back engineering into how to reach those goals.
I dug deep and figured out what I LOVE doing in my business is meeting with my clients after the monthly books are done, and helping them understand their books and strategically think of ways to grow and improve their business.
A few days later, I stumbled across a company that helps bookkeepers and CPAs start offering CFO services to their clients. I realized THIS is what my monthly meetings were that I was having with my clients. Well, it was my own attempt, but not giving any credit to what my advice was giving my clients or that THIS was what they have been wanting from me.
So, I took a leap of faith and decided to go back to school and get my CFO certificate. I finished all the self training in December, I am 2 weeks away from finishing my 10 weeks of group training, and just landed my 2nd CFO client last week! So in about 2 weeks I will officially have my CFO certificate!”
What Are CFO Services?
Kristin’s first change with the business is offering CFO services. But what does that mean?!?
* Getting a one-clear path on how to have a growing and more profitable business.
What a CFO does for a business …
1. Track revenue, profit & cash flow.
2. Analyze the financial strengths & weaknesses.
3. Propose corrective actions.
What you as a client will get …
– Know exactly what to focus on.
– Finally understand the financial health of your business (and what do do about it).
– No long have to be in this by yourself.
CFO Services are NOT…
-bookkeeping or tax compliance work
Kristin is going to limit herself to 5 CFO clients a year. She already has 2 so if you want to try to get one of the remaining spots, see if we are a good fit for CFO services, the first step is to click here to schedule a call with Kristin.
In February, Gundersons Bookkeeping will be celebrating its 11th birthday! Do you know only .4% of small businesses make it to their 10th birthday?With all this change and celebrating, I am doing some rebranding. Go ahead and check out our old logo, and our new logo!
New Mission Statement
Our new tag line: We Strengthen Small Businesses!
We also want you to know that we changed our mission statement:
Our mission is to lead small businesses into strategies that will produce long term, successful results.
Our services now include: Small Business CFO Services, Monthly Bookkeeping, QuickBooks Online Training, and Income Taxes.
Gold Star Discount
If you are one of our tax clients, just remember we are offering the Gold Star Discount again this year. In order to qualify for this discount, you need to turn in all of your tax documents by February 15th, 2023. This discount is $75 off of your taxes return if it is $500 or more; $50 off if the tax return is less than $500.
Kristin is still filming weekly episodes for the Biz Talk Show! Each one of these segments are about 10-15 minutes long, and talk about different questions that come into the studio. Some topics include “Knowing Your Numbers – what the heck does that even mean”? “Budgeting – why is it important and how do you do it”? We go ahead and upload our segments to our YouTube channel, we would love for you to subscribe to our YouTube that way you don’t miss an episode. Also, if you have questions that you would like answered, please send them to us so that we can add them to the list!