Everything

Do you own a business? Are you looking to start a business? Are you a contractor? Regardless of your answers, this guide is for you! This guide is chocked full of 2022 and 2023 tax deadlines, a quick guide to the 5 common business structures, common expense categories, and more.  Learn more

Business owners often start businesses without knowing exactly where to start and wing it from there. Our guide lays out a step-by-step plan to get your business off the ground without questioning, “Is there anything I missed?”  Learn more

Let’s get down to the brass tacks. What needs to happen to set your business on a firm foundation? You need a written business plan. Having a written plan is a must if you need to seek financing and capital building. This guide will take you step-by-step through writing a business plan.  Learn more

Looking back at the end of the month and reflecting on where your money has gone over the past 4 weeks can be a little sobering. Did you spend too much? Were you eating rice and beans at the end of the month? Were you leaning on your credit cards for your necessities? This guide will show you some commonly missed areas to find the money you’re leaving on the table.  Learn more

Budget, a dirty little 6 letter word! A budget is necessary to ensure your financial household is running smoothly. Are you budgeting but still wondering how you can fine-tune your spending and saving goals? Then this Budget Review Workshop is the perfect solution for you!  Learn more

The New Business Startup Coaching takes our 10 Steps to Start a Business guide and puts them into practice plus more. This program is for those who need a little more coaching and accountability to get these items done.  Learn More

Our Business Coaching is a program that should be on the radar of all business owners. From time to time, we all come across roadblocks and stumbling stones that keep you from finishing projects and accomplishing our goals. 

We specialize in meeting you exactly where you are in your business and can assist you in getting to the next level.

Here’s how it works. Initially, there will be a video chat to discuss your business, organizational structure, overall business goals, mindset issues and your steps moving forward. Over the next 3 weeks, we will have weekly chats to discuss your progress. We will be there with you every step of the way to assist you, challenge you and answer any questions you have. There is a minimum of one month required, but there is no maximum for this service. It’s all about making sure you are comfortable in your business. Learn More

Personal Finance Coaching sessions take the principles outlined in our Budget Review workshop and takes them a step further. We will talk through everything from how you make money to passive income opportunities to budgeting for expenses. The weak spots in your financial lifecycle will be identified and we will work together to find solutions to firm those spots up.  Learn More

We’re excited to announce our memberships! Our goal is to provide you with the tools to succeed in your personal and business finances. Compare and find which one is right for you! Learn More

We take pride in helping our clients be proactive in all stages of personal and business development. Tax minimization strategies is another avenue we can partner with you to help you take informed steps toward your goals. To help you focus on your goals, we are excited to offer a new service focusing on ways to keep more money in your pocket with our tax minimization strategies. Learn More