what i offer

mONEY BloCKS

  • Uncover blocks getting in the way of your success

  • Gain deeper understanding around your money habits, history and story

  • Identify negative beliefs that hinder your ability to thrive.


business formation

  • Learn about the different business entities and identify which entity may be a good fit for you

  • Discuss S-corp vs Sole Prop

  • Identifying what you need to start a business

  • Get a clear financial plan of action for starting your private practice


taxes

  • Gain valuable knowledge about how your bookkeeping, personal taxes, and business taxes work together

  • Address any concerns or fears around tax audits

  • Getting support on credits or deductions you may be missing.

goal-setting

  • Set clear long term and short term goals

  • Create a plan that identifies which goals to focus on first

  • Get creative around how you can meet those goals

bookkeeping

  • Decide if you want to manage your own books or hire out

  • Determine a bookkeeping efficient process that works for you

  • Establish clear bookkeeping habits to support your financial success.


leadership

  • Explore what kind of leader you are and want to be

  • Identify skills you need to develop to be a great leader

  • Determine important leadership habits and mindset to be a successful leader

  • Explore your comfort zone and areas for future growth

budgeting

  • Get clear on your numbers!

  • Identify current income, expenses and financial patterns

  • Discuss shifts to increase income or decrease expenses to meet your goals.

Leadership

  • Identify your leadership strengths and areas for improvement

  • Develop a leader’s mindset and habits to support you and your team

  • Gain confidence in your abilities to lead and take risks

systems & tracking

  • Create more effective and efficient systems customized to your money habits

  • Identify what you want to track and why

  • Identify important tools to support your tracking process

    Fees

  • Assess whether your fees are in alignment with your goals and your values

  • Determine whether you will offer a sliding scale

  • Revisit your late cancellation and no-show policies

  • Get support around having fee conversations with new and existing clients

    group practice

  • Determine if starting a group practice is right for you

  • Identify your why and get clear on your goals

  • Set clear actionable steps

    Identify necessary start up costs and systems you need to have in place

start-up

  • Get clear on basic business practices you need to have in place to legally run and operate a business

  • Get support on policies and procedures

  • Identify systems for success