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IMPORTANT: this is Step #1 of 2 Steps. 

After booking, you will be redirected to the information page. It MUST be filled out or your call will be canceled. Thank you.

Hear from other business owners about their experiences working with Kristen David and other packages from Upleveling Your Business!

"Having manuals for different parts of my firm has been on my to-do list for many months. I knew the importance of it but creating one from scratch seemed so daunting. Kristen’s Financial Systems Manual helped me tremendously because it’s a great foundation to build my own. I used many parts as-is and edited some to fit my practice. Now I have a solid manual that not only covers our current system but also prepares my team for situations we have not yet encountered." ~Hayoon K.