Financial Coaching For Individuals
Budgeting
When it comes to financial coaching, budgeting plays a crucial role in helping individuals achieve their financial goals.
Debt Reduction
Debt reduction is a crucial aspect of financial coaching,
Retirement Plan
Having a solid retirement plan in place is essential.
Investing
Investing can be a great way to grow your wealth over time.
Repairing Credit
Repairing credit is a crucial step in setting a solid financial foundation.
Savings
One of the key aspects of financial stability is growing your savings.
Guidance Towards Financial Success
Welcome to our financial coaching section, where we offer expert guidance to help you achieve financial success. At Accounting, Financial & Tax Services, we understand the importance of sound financial management and the impact it can have on your future. Through personalized strategies and actionable advice, we empower our clients to make informed decisions and take control of their financial futures. Let us partner with you to navigate the complexities of personal finance and set you on the path to financial stability.
Prices start at $3,000 and up.
Financial Coaching For Businesses
Financial coaching for businesses involves providing guidance and support to help business owners and managers make informed financial decisions. The goal is to enhance financial literacy, improve financial management practices, and ultimately drive business growth and profitability. Here are the key components of financial coaching for businesses:
1. Financial Assessment and Diagnosis
2. Goal Setting and Strategic Planning
3. Cash Flow Management
4. Cost Management and Profitability
5. Financial Reporting and Analysis
6. Risk Management and Compliance
7. Training and Education
8. Performance Monitoring and Review
Who We Are
Highly qualified and motivated professionals
Our family-run business company has a long tradition in the industry. It was founded in 1982 by Joey Lord, who passed the business onto his son, Roberto, in 2005. We pride ourselves on providing outstanding customer service to order to guarantee that all of our clients are 100% satisfied.
Grants Management
Prices start at $2,000 and up per month
Budgeting Pre-award
Post-award Management
Financial Reporting
Compliance & Money Management
990 filling
What we can do for you!
We work closely with our customers, whether you're looking to streamline your accounting, optimize tax strategies, or plan for growth, we’re here to provide the guidance and solutions you need!
Grants
- Budgeting Pre-award
- Post-award Management
- Financial Reporting
- Compliance & Money Management
- 990 filling
Accounting
- AR & AP Services
- Journal Entries
- Data Analysis
- Insights & Reporting
- Strategy & Model
- Budgeting & Cashflow
Tax Prep
- Individual
- Business
- Advance Loans
- Maximum Refund Guarantee
Payroll
- 1099s & Tax Fillings
- 401k Management
- Timekeeping & Payroll Processing