The VIP Experience
The VIP Experience
Deep dive into your business finances and get intentional with your money
Ever open your online banking account, put on some slow jams, and sing these words into a spatula?
🎤 “Where’d all my money go?”
😭 “If it’s a write off… does that mean it’s free?”
(Spoiler alert: It’s only free if you don’t buy it)
🍷 “How much should I be saving for taxes each month?”
😅 “Am I saving enough to retire?”
😵💫 “Is it time to raise my prices yet?”
(Yes. Yes, it is.)
🙆♀️ “Can I afford to hire help?”
YOU HAVE?! WELCOME
You’re in the right place
(We sing/rap into kitchen utensils around here)
Here’s the thing about business finances
Whether you want to hire a web designer to beautify your website, price your services to bring home more green, or save up for your dream home a block from the beach…
You have to be intentional with your coins.
Cause if you don’t give your money a job, it’ll pop in a Britney track and do whatever the heck it pleases.
And one day you’ll find yourself serenading the toaster, wondering what happened to all your hard-earned cash.
In other words, if you don’t put your money to work, it doesn’t understand the assignment.
The only problem is...
No one’s ever taught you how to make your money #werk
😬 So you end up ignoring your books and hoping the numbers balance themselves before tax season
*Squints eyes shut, plugs ears, and yells lalalala*
Or, even worse…
😬 You underprice your services—which makes reaching your big goals *a lot* harder than it needs to be
Even when you work with an accountant or a tax preparer, you feel like you’re just outsourcing tasks (a plus, for sure!)...
But at the end of the day, you still don’t feel in control of your finances.
✋ HOLD UP, HOLD UP
What if you could get your bookkeeping in order, optimize your pricing, and dial in new money habits in the next 3 months?
💸 You’d know exactly how to price your services for max profit so you could stack mo’ money in your pockets
💸 You’d be saving automatically toward your taxes each month so you didn’t owe extra at the end of the year. (In the words of Lil Jon, Yeayuh!)
💸 You’d be perfectly on track to join that high-ticket mastermind next year—without breaking the bank
💸 You’d be able to hire that dream designer or copywriter you’d been following on socials to help you scale your business even faster
💸 You’d be able to wave bye-bye-bye to money stress altogether
In other words, you’d finally be in control.
Of your money.
Of your business.
Of your future.
Sound too good to be true?
Nah. Not with me in your crew—
Give it up for...
The VIP Experience
A 3-month money glow up for online business owners who want to take control of their finances and get intentional with their money
During our 1:1 sessions, we’ll give yo’ cheddah the VIP treatment with personalized consulting, customized action plans, and unlimited expert support
It’s like taking your money on a hot date.
To the Grammys.
(...Yes. There will be dance parties.)
✔️ Personalized financial consulting
You get my math-n’-money lovin’ brain on your finances with suggestions to help you make smart money moves
✔️ Action plan based on your needs
Together, we’ll create a customized plan to help you reach your unique money goals
✔️ Easy money-management software set-up
So you can set it and forget it
✔️ Bite-sized financial literacy lessons
So you can finally understand the HOWs and WHYs behind your finances
✔️ Weekly accountability from yours truly
You’ll get homework to complete each time we meet. How’s that for accountability?
✔️ 3 months of unlimited expert support
Questions pop up? Hit me up on Zoom, email, or Voxer for unlimited support
ROLL OUT THE RED CARPET
The VIP Experience will take your business finances from hot mess to oh, YES!
1 / Let’s Talk Money
First, we'll do a deep dive into your business finances so we can establish your goals and set your money priorities.
2 / Organize & Automate Your Money System
Next, we’ll set you up with cloud accounting software and automate your bookkeeping, digitize your expense receipts, and maximize your tax savings
3 / Put Your Money to Werk
Once you’re clear on your financial goals and we’ve got your bookkeeping organized, you’ll learn how to make smart money moves and increase your profitability
4 / Maximize Your Profit
Together, we’ll use my Burn-Rate Calculator to get clear on what you’re making and how much you’re spending.
Then, we’ll price your services for max profit so you can stack more green each month.
5 / Money On Yo’ Mind
You’ll create a simple, sustainable monthly money process to stay in control of your finances forevah-evah
MIC DROP MOMENTS
What the A-listers are saying about the VIP Experience
KRISTINE HELPED ME GAIN SO MUCH CLARITY ABOUT MY FINANCES AND TAUGHT ME HOW TO KEEP MY BOOKS. FOREVER GRATEFUL
Kristine really knows her numbers! I’ve done a few 1:1 coaching calls with her this year and they’ve been so beneficial that I know I’ll continue coaching with her in 2021. She has helped me gain so much clarity about my finances and taught me how to correctly keep my books (forever grateful).
But the main thing you should know so that Krsitine has an extremely magnetic personality and is so fun to work with! Definitely not your typical accountant. I would 10/10 recommend her to a friend.
— Ang Zalucki, Videographer, A List Studio
I FEEL COMPLETELY CONFIDENT IN MY OWN MONEY MAKING DECISIONS NOW
Kristine at Caritas Company is an absolute accounting legend! Forget what you think about accountants. Kristine is relatable, warm, energetic, and an amazing listener.
Not only will she expertly help you with anything accounting, she will also ask all the right questions, so she can thoroughly understand you and your business to guide you and your money on the right path. I feel completely confident in my own money making decisions because I have Kristine’s expert advice and support by my side.
— Ashlee Steinhauer, Founder, Worthy Jams
KRISTINE EMPOWERS ME TO MAKE THE RIGHT DECISIONS IN MY BUSINESS AND, MOST IMPORTANTLY, NEVER MAKES ME FEEL ASHAMED FOR ASKING QUESTIONS
I cannot say enough good things about my experience working with Kristine. She provides me with the tools and resources to be successful and efficient in organizing and streamlining my business, empowers me with the knowledge I need to make the right decisions and, most importantly, never makes me feel ashamed for asking lots of questions.
I’ve reduced my stress and overwhelm when managing my finances and would 100% recommend her in a heartbeat.
— Mecoh Bain, Lifestyle & Commercial Photographer
GRAB YOUR VIP TICKET
Ready to get intentional with yo’ money?
Half Day Sprint
Need a money pro to help you tackle one specific problem?
Book a 4-hour VIP Sprint and I’ll get your money sorted while you pop some bubbly
$1,497
The Full Experience
Want the full dime-to-dollah money glow-up?
Book the 3-month VIP Experience and let’s take control of your business finances together
$5,997
All prices are in CAD | Payment plans availableHalf-day sprints include 7 days of post-sprint email support so you can rest assured you have everything you need to make those money moves.
BACKSTAGE LOOK
Peep just some of the things we can accomplish together
Half-Day Spint: choose UP TO TWO items below
Full Experience: we’ll tackle ‘em ALL
StartUp Support
CRA Business Registration
Sales Tax & Payroll Set-Up
Basic Tax Tips & Tricks to Maximize Your Deductions
Financial Foundations
Quickbooks Online Set-Up & Training
Automation & App Integration (Square, Stripe, etc)
Paperless Receipt Management
Customized Easy-to-Follow Bookkeeping Process
Reconciliation Catch-Up & Troubleshooting
Profitability & strategy
Pricing for Profit
Cashflow Forecast
Monthly & Quarterly Budgets
Business Planning
The VIP “I Gotchu 100%” Guarantee
Talking about money can be hard. The truth is, so many of us are afraid to open up about our finances because we’re embarrassed, scared, or feel ashamed about where we’re at.
But here, in my virtual home, you’re in a safe space. No shame. No guilt. No fear. Because I ain’t about that life, and I gotchu 100%.
If you’re with me, I can’t wait to help you love up on your dollahs, get intentional with yo’ cash, and take control of your business finances so you can have the life you’ve always dreamed of.
MEET YOUR HOSTESS WITH THE MOSTEST
Hey, hi, hello—I’m Kristine!
Your millennial biz bestie, spreadsheets freak, all around financial hype woman, and your emcee for the VIP Experience.
The best part of my job? (Besides getting to make hip hop and R&B #MoneyMonday playlists…)
Helping small business owners like YOU take control of their futures by getting intentional with their finances.
The truth is, money doesn’t have to be hard, especially when you’ve got a smart-money sidekick.
The VIP Experience is designed to give you a Grammy-worthy experience so you can stop Googling and start taking action to build healthy money habits.
We’ll meet each week for 3 months* and I’ll be there holding your hand every step of the way to help you understand your business finances and make smart money moves.
Whaddaya say? Wanna kick it, talk moolah and music, and get on track financially?
I can’t wait to roll out the red carpet for you (& yo’ money).
Let’s gooo!
*when you choose the Full Experience
The VIP Experience is a milli-percent perfect for you if...
✔ You want a CUSTOMIZED ACTION PLAN SO YOU CAN stop PROCRASTINATING ON your finances
✔ You want to team up with a professional to do a deep dive into your finances
✔ You want help understanding your finances but don’t know WHO to turn to
THROW YOUR HANDS IN THE AIR
VIP alumni celebrate wins like these
KRISTINE GOT US ON TRACK WITH HER 1:1 COACHING AND EXPLAINED THINGS IN A WAY THAT TRULY MADE SENSE
Before working with Kristine, our bookkeeping felt overwhelming and confusing. Kristine was a breath of fresh air! She got us on track with her 1:1 coaching and explained things in a way that truly made sense. She is passionate about what she does and has such a calm, clear approach. We are very grateful for our time with Kristine and had so much fun working with her.
— Kathryn Myroniuk & Sarin Harrison, Brand Storyteller, Anchor
WHO WOULD’VE THOUGHT MONEY MANAGEMENT WOULD BE EASY AND FUN?!
For the longest time the numbers were holding me back because I had always been afraid of them. In our sessions, I soon realized it was also the money language that stumped me, not just the numbers. Kristine helped me make sense of my business numbers and she talked to me in lingo I could understand.
Our bi-weekly sessions kept me accountable to stay on top of what she taught me and our weekly email correspondence helped me when I had questions in between. This kind of accountability was what I needed to help me develop knowledge of my bookkeeping and build the confidence for me to handle it myself.
I truly appreciate all the time and effort Kristine put in to support me and my growing business…I don’t want our relationship to end…and I don’t think it will!
—Theresa McNeilly, Founder, Do The Work Books
HOLY MONEY BATMAN. I FEEL LIKE I’M IN CONTROL AGAIN. I KNOW EXACTLY WHERE I’M AT FINANCIALLY
OMG I knew I didn’t really know what I was doing with my books, but I did NOT realize how not knowing or understanding my numbers was affecting my entire business.
[Kristine] will teach you the practical bookkeeping things (like how much tax to charge), but it’ll also show you how that uncertainty rolls into the other parts of your business (like goal-setting and decision-making).
Once you develop a good financial foundation for your business, everything else gets a little easier to stack on top. (Super corny, but it’s true!)
— Kellsey Ronaghan, Founder, Made by Kellsey
FAQS
“When can we get started?!”
And other fun questions
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Here’s an easy way to tell if you need a Half-Day Sprint or the Full Experience.
If you have ONE specific money problem and you want an expert to help you sort it, then the Half-Day Sprint is perfect for you.
Here are some examples of what’s possible in a Half-Day Sprint:
🎵 Troubleshooting issues inside your Quickbooks Online
🎵 Setting up a budget or cashflow forecast
🎵 Quick review of current financial situation + what to do next (top 3 baby steps)
Half-Day Sprints also come with one week of post-sprint email support for any questions that pop up after our day together. So you can rest assured, you’ll have everything you need to make money moves.
If, on the other hand, you want the whole 0-to-100 money glow-up, head straight to The FULL VIP Experience.
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It depends! When you book your half day, you’ll get to tell me a bit about what you want to focus on. I’ll get back to you with an action plan for our half-day and we’ll figure out if it’s best for you to be available.
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Yes! Payment plans are available for both the Half-Day VIP Sprint and the Full Experience.
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A: Short answer: Yes!
Long answer: Triple yes! Here are the top 3 ways you'll benefit from a VIP Experience even if you’re working with a bookkeeper or accountant:
You'll feel more confident in your meetings with your accountant and can understand the reports they're providing you.
Those reports I mentioned... running them will become second nature to you - literally keeping your finger on the pulse of your biz, so you can make smarter day-to-day decisions.
Let's face it, most bookkeepers and accountants don't have time or the desire to teach you the basics. (Which is understandable!) But remember, this is your business - it's your baby - so, it helps to know how to keep it alive. 😊
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Yes and no! We’ll cover all things bookkeeping, budgeting, and profitability. That’ll include paying down debts and growing a thick savings account.
The only thing off-limits for the VIP Experience is investment or wealth management advice. Everything else, I’m game for!
My goal is to help you take full control of your money so by the time we’ve wrapped our Grammy experience together, you feel empowered by your finances (instead of confused by them)!
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If you’re ready to face the money music, head to the nearest “Let’s goooo” button, give it a click, and complete your application.
Then, you’ll get an email from me with next steps and we’ll team up to show your money some TLC. (🙏 RIP Left Eye)
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Yay! I love questions. Click here to send an Inquiry Application straight to my inbox and I’ll get back to you as soon as I wrap up this dance party.
GRAB YOUR VIP TICKET
Ready to get intentional with yo’ money?
Half Day Sprint
Need a money pro to help you tackle A specific problem?
Book a 4-hour VIP Sprint and I’ll get your money sorted while you pop some bubbly
$1,497
The Full Experience
Want the full dime-to-dollah money glow-up?
Book the 3-month VIP Experience and let’s take control of your business finances together
$5,997
All prices are in CAD | Payment plans availableHalf-day sprints include 7 days of post-sprint email support so you can rest assured you have everything you need to make those money moves.