What is VIP Day?
VIP Day is an intensive, full-day session where you, the business owner, and your key team members partner with our financial experts to build and install a comprehensive financial and tax planning system tailored to your business.
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This full-day experience will give you the financial systems and clarity you need to make confident, growth-focused decisions moving forward.
You’ll leave with clarity, confidence, and actionable strategies that will empower you to:
Take full control of your finances.​​
​​Make smarter decisions with real-time insights on cash flow, profits, and tax planning.​​
Set a clear path for growth and savings—all in a single day.
What You’ll Achieve from Your VIP Day
In-Depth Financial Assessment
Gain full control over your finances by understanding where every dollar goes and identifying key performance indicators (KPIs) to track and improve your business’s financial health.
Customized Profit Plan & Cash Flow Projection
Get a clear breakdown of your 2024 revenue, expenses, and profits, plus real-time visibility into your cash position to confidently plan for growth and investments.
Personalized Tax Strategy & Savings Plan
Minimize your tax burden with a tailored strategy, so you can reinvest those savings into your business, personal goals, or family—where it matters most.
What Sets KT Advisory Services Apart?
We help businesses generating over $1 million annually streamline their financial operations, improve cash flow, and save on taxes.
Expert Guidance
Simplified strategies that deliver real results.
Clarity You Can Trust
Know your numbers, make informed decisions, and plan with confidence.
Growth-Focused
Every system we install is designed to help you scale your business efficiently.
02. Provide Key Financial Information
We’ll send you a list of the documents and details we need to fully prepare for your session—don’t worry, we’ll guide you through it step by step.
04. Experience Your VIP Day
Spend a full day with our experts installing your complete financial and tax system, gaining clarity and control to move your business forward.
Getting Started with Your VIP Day
Here’s how the process works to ensure a seamless and impactful experience:
01. Schedule Your VIP Day Consultation
Book a quick call with our team to discuss your goals, answer questions, and secure your VIP Day.
03. We Handle the Prep Work
Once we have your information, our team will craft a tailored financial and tax strategy to make your VIP Day highly productive and actionable.
Frequently Asked Questions
Is VIP Day right for my business?
VIP Day is designed for businesses generating over $1M annually that want to optimize their financial systems and tax planning.
What is included in the VIP Day?
VIP Day is a full-day intensive where we assess your financials, set up a custom profit and cash flow plan, and build a tailored tax strategy to save you money.
Is the VIP Day in-person or virtual?
We offer both options, depending on your location and preference.
Can my team leads participate in VIP Day?
Yes! We encourage participation from your key team members to ensure smooth implementation.​​
How should I prepare for VIP Day?
We’ll need access to QuickBooks (or monthly financial reports) and PDFs of your last filed tax returns. We’ll handle the rest.​
Do you provide support after VIP Day?
Yes, we offer ongoing support to help you implement and maintain your financial and tax systems.
“My VIP Day experiences was...."
Alexa Young, CA