Financial Coaching
- Structured, goal-oriented coaching
- Healing your relationship with money
- Values discernment
- Determining strategies and needs
- Communication and relationship facilitation
- Employee and systems transition support
- Specialized resources and referrals
Bookkeeping Services
- Teach you or your bookkeeper/assistant Quicken or Quickbooks
- Financial tracking
- Record organizing and systems development
- Accounts payable and bill paying
- Invoicing and accounts receivable
- Payroll and deductions
- Research and reporting
- Referrals to technical and other support