Business Services
Business & Support Services
Financial Back-Office Services
Financial Back-Office Services
Follow-Up Session ~ $55 (30 minutes)
- Maintain ongoing support with regular check-ins after contract completion
- Track progress and refine strategies from previous sessions
- Address challenges and receive actionable solutions
- Ensure continued efficiency
- Key Benefits
- Stay or Track for Success
- Adapt & Improve
- Maximize Efficiency
Notarization ~ $10 (per stamp)
- Verify the authenticity of legal documents
- Ensure compliance with legal and financial requirements
- Protect business transactions with a certified notary
- Key Benefits
- Peace of Mind
- Hassle-Free Compliance
- Trust & Credibility
Problem-Solving & Ideation ~ Customized Pricing
- Identify challenges and brainstorm effective solutions
- Receive expert insights to optimize business finance operations
- Discover new ideas and resources to improve processes
- Key Benefits
- Gain Clarity & Direction
- Increase Financial Efficiency
Financial Back-Office Services
Financial Back-Office Services
Financial Back-Office Services
Accounts Payable & Receivable Management ~ Customized Pricing
- Invoice & Payment Processing and Scheduling
- Client Billing & Invoicing
- Payment Tracking & Reconciliation Aging Reports & Follow-Ups
- Key Benefits
- Consistent & Predictable Cash Flow
- Time & Effort Savings
- Fewer Errors & Fewer Headaches
Budget Creation ~ Customized Pricing
- Collaborative Budget Development
- Income & Revenue Analysis
- Review & Refinement
- Ongoing Support/Follow-Up Sessions
- Key Benefits
- Gain Financial Clarity & Control
- Make Confident Financial Decisions
- Reduce Financial Stress & Surprises
Budget Review ~ $80 (1 hour)
- Comprehensive Budget Assessment
- Starting Point Development
- Key Benefits
- Gain Clear Financial Direction
- Achieve Financial Goals Faster
- Walk Away with a Financial Roadmap
Budget Management ~ Customized Pricing
- Regular Income & Expense Tracking
- Budget Monitoring & Adjustments
- Ongoing Budget Update Sessions
- Key Benefits
- Save Time & Stay Organized
- Stay on Track with Accountability
- Improve Financial Stability
Budget Coaching ~ Customized Pricing
- Expense Tracking & Control
- Spending Habit Analysis
- Understanding Fixed vs. Variable Expenses
- Revenue & Income Assessment
- Goal Setting & Implementation
- Key Benefits
- Gain Long-Term Financial Confidence
- Take Control of Your Money
- Receive Ongoing Support
1099 & Unclaimed Property Compliance
1099 & Unclaimed Property Compliance
1099 & Unclaimed Property Compliance
1099 Processing ~ Customized Pricing
- Data Collection & Verification
- Form Preparation & Filing
- Error Checking & Compliance Review
- Key Benefits
- Avoid IRS Penalties
- Save Time & Reduce Errors
- Focus on Your Business
Unclaimed Property Review ~ Customized Pricing
- Record Review & Analysis
- Risk & Compliance Assessment
- Guidance on Next Steps
- Documentation Best Practices
- Key Benefits
- Maintain Compliance & Reduce Risk
- Improve Financial Accuracy
- Identify Hidden Opportunities
Professional Development
1099 & Unclaimed Property Compliance
1099 & Unclaimed Property Compliance
Speaking Engagements & Trainings ~ Customized Pricing
- Customizable Training Topics
- Expert-Led Instruction
- Interactive & Engaging Format
- Tailored Business Insights
- Key Benefits
- Gain valuable insights from an experienced business consultant
- Enhance Financial Growth Strategies
- Inspire & Educate Teams
Individual Financial Services
Support Services
Financial Services
Financial Services
Notarization ~ $10 (per stamp)
- Verify the authenticity of legal documents
- Ensure compliance with legal and financial requirements
- Protect business & personal transactions with a certified notary
- Key Benefits
- Peace of Mind
- Hassle-Free Compliance
- Trust & Credibility
Follow-Up Session ~ $55 (30 minutes)
- Maintain ongoing support with regular check-ins after contract completion
- Track progress and refine strategies from previous sessions
- Address challenges and receive actionable solutions
- Ensure continued efficiency
- Key Benefits
- Stay or Track for Success
- Adapt & Improve
- Maximize Efficiency
Financial Services
Financial Services
Financial Services
Budget Creation ~ Customized Pricing
- Collaborative Budget Planning
- Understanding Your Income & Expenses
- Review & Adjust Together
- Ongoing Support & Guidance
- Key Benefits
- Get a Budget that Fits Your Lifestyle and Goals
- Feel More Confident Managing Your Money
- Reduce Stress by Knowing Exactly Where Your Money is Going
Budget Review ~ $80 (1 hour)
- Take a Fresh Look at Your Budget
- Set Up a Clear, Manageable Budget
- Key Benefits
- Get Expert Feedback on Your Current Budget
- Make Small Changes that Lead to Big Financial Improvements
- Walk Away with a Clear Plan for Managing Your Money
Budget Coaching ~ Customized Pricing
- Learn How to Track & Manage Expenses
- Understand Where Your Money is Going
- Make Sense of Fixed vs. Variable Expenses
- Set Realistic Financial Goals & Take Action
- Key Benefits
- Gain Long-Term Financial Confidence
- Take Control of Your Money
- Get Ongoing Guidance to Keep Your on Track