Your free download is on its way to your inbox. BUT WAIT... I've got a special offer just for you!

Limited Time Offer

Automate Your Monthly Statements Live Training

Join me on Tuesday, September 6th at 2 pm EST and I will teach you LIVE step-by-step how to automate your monthly statement reminders. Can’t join live…no problem. We’ll send you the recording!

Wish someone would just take you by the hand and guide you through each step in order?

Getting the monthly statements from our clients can be a huge pain in the a$$. And, when you don’t get them in a timely manner, not only does it delay you in getting your work done…it can create a domino effect when you have to shift all your work around once you FINALLY get the statements you need to finish reconciling accounts.

PLUS all of the follow-up!

Wouldn’t it be nice if you received all of your statements at the beginning of the month with no emailing or follow-up required? It just happens automatically! Well join me live on Tuesday, September 6th at 2 pm EST and I will walk you through the whole process of setting up this automated system.

"Thank you so much Corinne! I am so excited to jump in and start learning and using these accounts. We really appreciate all of your work, effort, and expertise, as well as the training videos."

Kimberly

Here's what you'll get

90 minute live training

Watch over my shoulder as I set up this system. Ask questions live and get this system set up in your business.

all the templates

All of the email and form templates you need to set up this automated system. Copy and paste them into your account and you are ready to go!

replay recording

Within 24 hours of the live training, we will send out the recording for you to keep and replay if you ever get stuck down the road.

"You guys are awesome! I do like the clean and fresh look of everything and the Engagement Letter is great, the Feedback request is great, and i love the New Client checklist!"