This day is dedicated solely to sorting out your finances, where you not only figure out what needs to be done but actively work through it, with a seasoned professional by your side to guide you, remove roadblocks, impart best practices - and most importantly help you get sh*t done!
Our day will take place on Zoom where we meet for two sessions (one 2.5 hour session in the morning, and one 2.5 hour session in the afternoon). You’ll receive a recording of the sessions so you can refer back to them whenever needed.
Two weeks after your VIP Day we will meet for a 1 hour integration call to answer any lingering questions and ensure you are feeling confident and clear about your finances.
Once payment and registration is completed, Jami will reach out to schedule your day.
Contact information
Maximize Your VIP Day with Exclusive Email Support
2 Weeks Unlimited Email Support
Choose a pricing option
- Preferred option
One-time payment$2997.00 - Preferred optionSplit pay (2x $1498.50)2x $1498.50
- Preferred optionWeekly Payment Plan ($499.50/wk)6x $499.50
- Preferred optionMonthly Payment Plan ($1,000/month)3x $1000.00
Choose your price
"I'm seriously lit up over the power of knowing your finances inside and out! I mean, I could talk about business and strategy all day long. But THIS takes it to a whole new level of hype."
- Andria Lauren, Mindset & Business Coach
Payment information
- I don’t think I need a full day of support, do you offer smaller packages?These live one-on-one working sessions are only available as a full day.
What I hear often is “I just need an hour or two” then once we dive in we find items that need to be worked through in more detail. The intention behind this day is that it is full service, you get what you came for and there are minimal loose ends (if any!). - Is there an option for additional support after our day together?There is a one hour integration call two weeks after our day together, this call is included as a part of the VIP Day.
There are also options for Slack support or additional custom packages as an add-on to the VIP Day (subject to availability). We can discuss what additional support you may need on a clarity call. Book one here: https://calendly.com/jamimonte/vipday - Do you provide tax filing support as well?I do not provide standalone done-for-you tax filing services. If you would like support filing your taxes yourself, I can provide guidance in completing or reviewing your filing during our VIP Day.
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- Clean up a year or two of backlog, so you can finally catch up with your taxes.
- Set up your bookkeeping system in QuickBooks so that you know exactly what needs to be done on a monthly basis
- Create a customized Cash Flow plan so that you can pay yourself and have enough money set aside for your future tax bills.
- Create a budget that will fuel the growth of your business
- Take a strategic look at your offers and pricing to increase your profitability and uncover additional revenue streams
- Get clarity on how your business is performing by learning how to generate and review your financial reports.
- Get answers to your burning tax questions - including a review of your most recent tax filing (Please note: I do not offer in-depth complex tax advice).
- Total payment
- 1xVIP Day$0-+
- 2 Weeks Unlimited Slack Support$997
- Discount
- Shipping$0
- Sales tax$0
- Total
- Today's payment
- VIP Day$0
- 2 Weeks Unlimited Slack Support$997
- Discount
- Shipping$0
- Sales tax$0
- Total
- Future payments
- $0
- Discount$0
- Shipping$0
- Sales tax$0
- Future amount
$0 - Today's payment:
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All prices in CAD
"I feel so empowered. Not only do I know how to properly work QB online, but I know how to run the proper reports to see how business is doing — where to focus my energy based on sales — I know where my money is going and can actually have an intelligent conversation with my accountant."
- Jillian Davis, Owner, Leaf & Root Co.
"Jami is a fantastic teacher. She breaks things down into bite size pieces, which makes it easy to understand even if you don't have a background in finance or accounting at all."
- Marjorie Celis, Realtor
"I am SOO grateful to have met Jami when I did — just prior to the launch of my new real estate business. Having owned my own business before, I learned that setting up your finances in the beginning is KEY!!"
- Wendy Smith, Matter Homes
