1-on-1 Financial Consultations

Working together

to get your money working for you.

LET ME GUESS

Your business is growing & sales are pouring in, but you still feel stressed about money.

You’re not alone. And here’s what I know you know: It’s one thing to make money but entirely another to manage it (& manage it well).

That’s where we come in.

Money Overhaul VIP Day

A 1-ON-1 CUSTOM SERVICE AIMED TO HELP CLEAN UP YOUR BOOKS & CREATE A FORWARD-LOOKING FINANCIAL PLAN

THAT WORKS FOR BOTH YOUR BUSINESS & YOUR LIFE.

See if you can relate:

  • You want to pay yourself more but don’t know what’s realistic

  • You’re ready to scale but aren’t sure if you have the funds to hire or invest

  • You’re consistently stressed you’re doing something wrong or the IRS is going to show up at your door with a 5-figure tax bill

  • You want to ensure you are being smart with your money, both professionally and personally

Topics We Cover

  • ENTITY STRUCTURE

    LLC? S Corporation? We’ll help you determine the best structure for your business.

  • TAX STRATEGY

    A deep dive into ways you can save on taxes, from maximizing deductions to taking advantage of tax loopholes.

  • BOOKKEEPING CLEANUP

    We’ll work behind the scenes to clean up your books and review how to manage going forward.

  • CASH MANAGEMENT

    Simple systems that help you determine how much to allocate to expenses, tax savings, owner’s pay, etc.

  • BUDGETING + PROJECTIONS

    Creating a financial plan for the future based on trends + income & expense projections

  • OTHER

    Payroll setup, assessing hiring needs, self-employed retirement accounts…we’re here and ready to help.

OUR PROCESS

  • PREP

    Upon scheduling the session, initial pre-work assignments and/or data requests will be sent. These are due at least 2 business days prior to our session.

    Money Overhaul VIP Day

  • VIP DAY

    We will hop on an initial call to get started and then work in the background to clean up your books & prepare deliverables. We will end the day with a 1-2 hour call to review your financials, systems, and plans for ongoing management. (Note: While you don’t need to be on a call all day, we do ask that you are available for questions.)

  • SUPPORT

    After your VIP Day, you will have 14 days of ongoing email + Voxer support from the Knies & Co team to ask any questions that come up while implementing your new financial plan.

EARN MORE. SAVE MORE. PAY YOURSELF MORE.

EARN MORE. SAVE MORE. PAY YOURSELF MORE.

Money Overhaul VIP Day

Get the clarity to make better financial decisions for you & your business with a little help from the experts.

$1,797

(or 2 Payments of $947)

FAQs

  • Since a lot of the work is done behind the scenes, these are typically done virtually; however, if you are local to the Indianapolis area, we can discuss if an in-person session would be beneficial.

  • While we don’t require you to be on a call with us all day, we do require that you be available (either via Zoom or call/text) to answer questions as they come up.

  • We help both service or product-based businesses, spanning industries like wedding planning to web design to children’s retail, who are bringing in consistent revenue.

  • If you’d like to inquire about hiring us to perform your monthly bookkeeping, you do not have to register for a Money Overhaul VIP Day. As part of our onboarding for new bookkeeping clients, we do an initial cleanup and consultation the we will price specifically for you.

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DON’T QUITE NEED A FULL-DAY SESSION?

Schedule a 1-hour 1-on-1 consultation, where we can help answer questions around:

  • Whether an LLC or S Corp structure is best

  • Saving on taxes

  • The best way to allocate your cash between operating expenses, tax savings, and owner’s pay

  • Simplifying income & expense tracking

  • Sales tax

  • Payroll setup and management

  • And more…

1 Hour: $297