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Financial Accounting & Consulting Services

Accounting & Bookkeeping

Financial Accounting: 

  • Accounts payable and accounts receivable management 
  • Reconcile cash, bank accounts and revenues
  • Set up and maintain the general ledger
  • Create journal entries
  • Monitor the business' cash flow
  • Issue invoices and collect payments from customers
  • Collect information for auditing purposes as needed  


Business & Financial Coaching

Business Coaching:

  • Shed light on your vision and provide guidance in running the business 
  • Explore where the business is now and future goals 


Financial Coaching:

  • It's all about organization! We'll help you determine where to start
  • Identify your financial challenges or issues to help foster healthy  habits 
  • Motivation required? We'll be there every step of the way to ensure you stay on track

Budgeting

  • Discuss future goals
  • Explore the main areas of budgeting for your business or individual needs
  • Take a deep dive into habits and building wealth
  • Create a monthly, detailed, personalized plan
  • Examine other pertinent areas to successfully manage funds for business or personal use

Customized Consulting

Do you need help on a temporary or long term basis? Understanding clients have distinct needs, let's talk about how we can be of service! 

Financial Labs

Financial competency is the foundation for personal and economic success. It empowers individuals to utilize their capabilities to execute sound decisions and attain their goals. 


Our financial labs:

  • Are fun, interactive and informative 
  • Focus on various aspects of personal finances - wants, needs, saving, spending, budgeting, basic investing, credit scores and more  
  • Can be customized for any age or comprehension level

Mentoring & Tutoring

Mentoring:

Let us provide the guidance, motivation, support and role modeling required for your prosperity!


Tutoring:

Are you having trouble with those accounting courses? Well that's our specialty. Reach out so we can clear up any confusion and get you back on track!

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