Hourly Services

Direct One-on-One Coaching in Primary Prosperity Review:

• Organizing your past receipts and expenses
• Detailed analysis with ratios
• Value-based spending goals
  • emotional, physical, and mental well-being
• Learning about different strategies to attain long-term prosperity

Continual Prosperity Planning:

• Accountability Services - meet with you weekly, monthly, or quarterly for updating your accounts, budget, and monitoring your success toward achieving goals
• Book Keeping Services - for the more complex accounting needs
  • ex.  Self-employed, Small Businesses, and the busy individual in need!
  • Discussion of possible tax deductions, credits, and getting ready for your Tax Return (Form 1120-S, 1065, 1040, and others)
    

 

      Hourly:    $40 per hour   

          *20% Discount for current University of Texas at Austin students!! 

Continuous Coaching

• Prosperity Plan
  • Value Based Spending Accountability
  • Maintaining Prosperity budget
• Business Basics
  • Tracking Expenses
  • Business Budgeting
  • Small Business Accounting System
• Your Career Your Way, Continued
  • Self-Employment Start-ups
  • Basic Accounting and Client Management Services
• Projection Maintenance
• Middle-School and High-School Coaching Sessions
  • Budgeting & Saving
  • Money for College
  • Building Finances - teaching students how to manage the allowances to get the most value