As a Financial Coach, we assist you in using resources for budgeting and cash flow projections for businesses or individuals. Our coaching provides direction on your journey to financial freedom and wealth building. We guide you through different ways to reduce and eliminate your debt without filing bankruptcy, and teach you how to strategically improve your wealth-building skills to prevent future debt.
We are available for private speaking events or meetings as a one-day seminar or two-hour lunch/dinner meeting. Discussion topics might include financial education tips, debt reduction, budgeting, wealth building strategies, or we could specialize specifically to your organization. Included in the pricing is a two-hour consultation with management to gain insight into your specific needs.
Specializing in small businesses, less than 50 employees, we offer bookkeeping using QuickBooks. This includes account reconciliations, preparing unaudited financial reports for internal-use-only or to send to your CPA for tax preparation. Yet we go beyond data entry to become your back office CFO. We offer cash flow and budget preparation for your business, whether you are at the start-up stage or expansion. Planning is better than reacting. Through emails, phone calls, and consultations we communicate quickly and effectively to keep you current on your financial status. Now you can focus on your customers and how to put a profit first. Together we can successfully and creatively resolve any fiscal problems while making cents4you.
As a QuickBooks ProAdvisor, we offer QuickBooks software training. We can also assist you in choosing which QuickBooks to use, offer a discount on your purchase, and set-up your QuickBooks file. If you would like to join a class or have a private lesson call our office for more information.
Vision: Affirming the potential of others to reach financial solutions
Mission Statement: Collaborating with businesses, families, or individuals through financial coaching and training to develop fiscal accountability and solve problems creatively utilizing our staff’s expert knowledge and professional experiences with integrity, hope, and excellence.
Purpose Statement: Making cents4you!
Good (prudent, diligent, wise, organized, persistent, SMART goals) planning and hard work (doing it scared, a leap of faith, following the Prince of peace, F.E.A.R. Face Everything And Rise) lead to prosperity (making cents4you, profit first, knowing your WHY, retirement years funded, debt freedom, $haring, ) but hasty shortcuts lead to poverty (living in bondage to debt and the love of money, no ME time, owning possessions but living unsatisfied, no family time, to die without a legacy).