Coaching for Businesses and Individuals
(60 or 90 minute sessions)
Roxanne has assisted numerous businesses like yours with:
- Anticipating a Business and Personal Needs
- Accountability Partner
homework, action steps to complete, follow-up support - Budgeting
building, developing, “dream budget” preparation and obtainable action steps, allocation plans - Business/Personal Goals
setup and implementation - Business Growth Navigation
adding: Payroll, HR, healthcare, workers comp, personnel files, new program, new locations and/or going remote
- Financials
get clarity and understanding your financials - Sounding board
challenges: personnel, business, or personal - Strategic Business/Personal Goals
- Visioning of your individual/companies’ growth, the organization, and costs
Coaching Session
(60 or 90 minute sessions)
Follow up sessions on a weekly or monthly basis available
Bi-Monthly Coaching Package
Two hourly coaching appointments a month with two 30 minute check in
Weekly Coaching Package
Four hourly coaching appointments a month with four 15 minute check ins
Q&A With Roxanne: How Does Coaching Work?
Q: How is coaching different from the bookkeeping and financial management work you do?
Bookkeeping is recording the transactional information (deposits, expenses, etc.) and financial management is variety of reconciliations so we could prepare financial statements. The coaching focuses on specific areas that you are struggling with, need to think through or modify, make budget decision changes and see then in numbers, and more.
Q: Is the coaching about finances only?
No! In discussions, often other issues and/or priorities arise that need to be addressed.
Q: What type of issues have you addressed in coaching?
Expansion, moving/relocating an office, adding personnel, decreasing personnel, adding a new stream of revenue, and more.
Q: Why would I need coaching?
Do you have a lingering question about either in your business or personal life where you feel stuck moving forward? Does it overwhelm you to think about it or to take action?
Applied Financial Services, Inc.
Hours: Monday - Friday 9:00 am - 5:00 pm
Applied Financial Services, Inc. provides customized financial management and bookkeeping services for businesses, nonprofit organizations, trusts, and individuals in Marin County, Oakland, San Francisco, Sonoma, Petaluma, Santa Rosa and beyond.
*The services we provide do not require any certifications or additional licenses
