Personal and Business Financial Coaching
Personal or Small Business Budget Planning and Coaching
I have often said “it doesn’t matter how much you make, but what you do with it”. In our society, many families and small businesses are running on credit, spending more than they make. For many years, getting credit cards and obtaining loans was just too easy, and it has gotten many into trouble. If you or your small business are in need of financial coaching, I would love to help. I have lived on close to nothing (and lived well!!) and would like to help you find financial peace and ultimately prosperity, through proper budgeting, debt payoff and responsible spending. Call me at 608-797-1990 to schedule your complimentary 20 minute phone conference to see if I can help you meet your financial goals. Whether your goal is to pay off credit cards or start a savings plan to purchase a house or just find a way to more comfortably live on what you make, let’s talk!
Mentoring, Staff Development and Company Wellness
In order for you and your staff to operate effectively, you need to be healthy, happy and operating as a team. I can offer guidance in implementing an employee wellness plan, creating staff development plans and mentoring you and your staff to find balance in their personal and professional lives. This can vastly improve productivity and help your company become more cohesive as a team.
Quickbooks Installation, Setup and Training
I can help you from idea to implementation to upgrades and training. I am a Quickbooks Pro Advisor, certified in Quickbooks, Quickbooks POS, Intuit Enterprise and Quickbooks Online. I will help you to pick out the software that best suits your company needs, install the software on your stand a lone or network system, set up your software to work for your company and train your employees to use the software in the most effective manner. All companies from the sole proprietor to the multi-million in sales corporation can utilize a well implemented accounting software system.
Process and Procedure Analysis
Streamlining processes can save many labor hours for you or your employees. I can help you walk through your current system and offer ideas to help make the processes run more smoothly. I can also help your organization put together a procedural manual and keep it updated to keep your organization running well.
Technology Review and Facilitation
Sometimes we need to upgrade, sometimes we just need to move our technology around to better suit our business needs. Software upgrades, hardware upgrades and helping to create a better overall technological environment are important to saving time and running processes effectively.