CEO INTENSIVE DAY APPLICATION FORM

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CEO Intensive Day is a full VIP experience for CEOs to get work done.  The CEO Intensive Day is 1:1 coaching program designed to provide guidance, support, and educational training to help you change your money mindset, manage your finances better, and become a profitable business. 

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Dealing with taxes, legal requirements, and finances can be overwhelming.  Sometimes it feels easier to ignore the numbers than to admit that you don't fully understand what they mean. You know that your small business has money coming in the doors, but if we asked you for your profit and loss statements, you might return a blank stare. 

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You are not alone!

Many of our clients come to us sharing the same challenges that you face. They want to learn more about managing their finances but aren’t sure where to start. 

 

We developed the CEO Intensive Day for small business owners like you. Entrepreneurs that are ready to learn bookkeeping and tax topics that will help you better understand your finances and be more profitable. 

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In the CEO Intensive Day, you will:

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• Gain confidence around your numbers by learning how to review your books and read financial reports.

• Learn how to understand your cash flow so that you can maximize profits.

• Find out more about tax strategies that will save you money!

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Your hard work is starting to pay off.

The next step is to learn more about your finances so that you can run a business that is legal and profitable. When you learn more about the common tax and bookkeeping mistakes made by other small businesses, you will be empowered to make decisions so that you can avoid them.

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CEO Intensive Day Details

The CEO Intensive Day is an information-packed full-day coaching program designed to provide the financial guidance you need to grow and scale your business by helping you change your money mindset, manage your finances better, and become a profitable business.

 

This dedicated VIP day experience can include any of the following services: ​

• Review of Accounting System Setup

• Clean-Up, Catch-Up, and Tax Ready Books

• Financial Health Review

• Business Entity Selection Analysis

• Start and Growth Planning

• Exit Strategy Planning

• Tax Strategy Session

• Cash Flow Projections

• Commercial Funding Support

• Technology Implementation

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Plus:

• Guidance and Support from Lily and Her Team

• Companion Workbook

• *Discounts on Accounting and Software Programs

• *Discounted Hourly Rate for Additional Tax Support

• Implementation Action Plan

• 1 50-Min Coaching Session

• 1 25-Min Follow-Up Session

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• *Add-On Services for Additional Fees

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This is a judgment-free zone!

We have designed this 1:1 intensive day so that you can be in a space where you will feel comfortable learning. Our Q&A session provides a judgment-free zone where you will have a chance for your questions to be answered. Clients love Lily’s sound, practical, and kind business advice. You will always walk away learning something new and never feel judged.

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Is this intensive day right for you? 

The CEO Intensive Day is perfect for you if you are: 

• An ambitious entrepreneur

• Invested in your business

• Looking to grow and thrive in your business

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Lily has limited spots open. The investment starts at $2,500. If you are ready to build your confidence with financial knowledge, tools, and action steps to grow a profitable and legal business, please complete the application below. This application will help us get to know you better.  

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*We also offer monthly packages. Please ask. 

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"I was hesitant to sign up for Lily's CEO Intensive Day because of the cost, but after the first 1:1 session, I knew I had made the right decision for my business. Lily is knowledgeable, professional, and personable, and the time spent was incredibly productive. What impresses me most about Lily is how passionate she is about helping small business owners not only keep accurate books, but truly understand their financials." - Kathy G.