Start planning for a secure financial future
Expert Financial Services
Helping you to find the tools to grow your own money tree!
What is a Financial Coach?
As a financial coach I help you create goals and actually stick to them.
Depending on the season of life you are in you probably have a specific goal, maybe it is saving to buy a house, paying down debt, being able to stay at home with a baby or planning for early retirement.
I can support you to work toward your specific financial goal and make wise money decisions. Together we can organize your finances, and create a plan.
How does Financial Coaching work?
We would work together to establish a set of goals and a path to reaching those goals.
Depending on the goal this path can be achieved quickly over years.
Then the work is up to YOU.
We would meet weekly or bi-weekly to check on your progress.
I would work with you to hold you accountable and help with any unexpected costs or opportunities that arise which make your commitment to the plan a challenge, just like a fitness coach I can be there to guide you back to a workable budget.
Bookkeeping Services
Bookkeeping: Daily, Weekly, Monthly or Annually
Bookkeeping needs vary depending on the company. This work can be daily, weekly, monthly, annually or as needed. The work can vary from simple data entry, to complex financial planning. I have done it all. Please feel free to inquire about the services that would help your business grow and succeed!
Payroll services
1099 filing and issuance
Quickbooks Setup and maintenance
Budgets, Projections and Cash Flow
Investor paperwork and consultations on investments
Financial reviews, reconciliations and preparation of accounts
CFO Services
SERVICES OFFERED
Let me help you take your business to the next level!
CFOs are a vital part of any growing business. The role is to help you focus on strategic growth and profitability.
With the help of your finance team, I will work with you to make numbers seem less scary. We will come up with short and long term business goals while putting systems in place to have measurable benchmarks along the way!