Financial Coaching Options
- Session one: exploring your values, dreams, and what matters most to you
- Session two: deep dive into your financials (personal and business)
- Session three: walk away with a comprehensive plan that takes into account what you need, what gives you joy, your current financial situation and your future goals.
- Supplemental sessions: focus on smaller steps to reach your goals
Bookkeeping Options
- Monthly income projections: be able to know how much you are making per month based on the sessions you hold even while you wait for insurance to pay for some of them
- Financial reporting and advising: look at basic and customized data to help you make sound business decisions and for personal budgeting
- Data entry: you provide the bank and credit card information, we organize it into financial data for you
- Do-it-yourself: pay for the bookkeeping tools and do the rest yourself if you prefer
Tax Prep
- To be determined individually