512-304-5887
512-304-5887
Local or Long Distance? Financial coaching is available in person or by video streaming
Local or Long Distance? Financial coaching is available in person or by video streaming
Small Business Coaching
Setting Business Goals
Setting Business Goals
Achieving your small business goals is what leads to profit. Have a plan to reach your goals.
Funding for Business Emergencies
An Emergency Fund is a must and begins to eliminate the need for credit cards and lines of credit that drive you further away from your goals.
Budgeting for Businesses
Budgeting for Businesses
Small business budgeting is vital! Don't get to the end of the month and wonder where all your money went.
Strategizing Business Investments
Strategizing Business Investments
What's your strategy for investing for both you and your employees?
Navigating Business Insurance
Navigating Business Insurance
Businesses need a good defense to succeed. Make sure you have your protection plan in place, be​fore something unexpected happens.
Eliminating Business Debt
Eliminating Business Debt
Debt is a small business killer that has been improperly taught as a "tool" to success. The key is to get out of and stay out of debt.
Avoiding Business Bankruptcy
Avoiding Business Bankruptcy
Bankruptcy is seldom the answer or right choice. It's important to understand all the true costs and future implications. First, get the facts!​
Dealing with Debt Collectors
Dealing with Debt Collectors
Tired of calls at all hours of the day and night? Know your rights and form a plan to stop the calls.
501(c)(3) Non-profit Coaching
501(c)(3) Non-profit Coaching
Establishing a 501(c)(3)
Establishing a 501(c)(3)
Starting off right is critical and often fraught with mistakes​ that cripple organizations for years to come.
Understanding IRS Requirements
Understanding IRS Requirements
It's important to ​know what to know. IRS requirements can be
complicated and confusing.
Annual Filings
Annual Filings
Annual filings are a part of almost all non-profits, and yours can be shut down for non-compliance.
Accounting Procedures & Best Practices
Accounting Procedures & Best Practices
Non-profits operating with volunteers or ​paid staff need to know how to safeguard and protect their organizations from misconduct and fraud.
Choosing Accounting Software
Choosing Accounting Software
Non-profits collect, allocate, and spend money differently than small businesses. Consequences of poor software selection can be expensive and time consuming.
Annual Budgeting Process
Annual Budgeting Process
Budgeting for non-profit organizations is a quagmire that can be avoided for both daily operations management and future construction projects.