BUSINESSES

Coaching for Businesses and Individuals

Coaching Session
(60 or 90 minute sessions)
Follow up sessions on a weekly or monthly basis available
How can Roxanne Albin, MBA help you and your business thrive?  What challenges are you facing?  Are you in the process of pivoting your business? Do you need a thought partner that you can trust?
Roxanne Albin has years of experience helping sole proprietors, non-profits, businesses owners, and individuals thrive.  Roxanne specializes in anticipating a business and/or individual needs. She will be your accountability partner to help you gain financial clarity and obtainable actions to reach your goals.
Roxanne Albin President Applied Financial Services-Inc.

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?

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Applied Financial Services, Inc.

Hours: Monday - Friday 9:00 am - 5:00 pm

Address

PO Box 3002
Novato, 94948

Phone

Office: 415-842-7635

Applied Financial Services, Inc. provides customized, personalized bookkeeping and *accounting services for for-profit businesses and nonprofit organizations in Marin County, Oakland, San Francisco, Sonoma, Petaluma, Santa Rosa and beyond.

*The services we provide do not require any certifications or additional licenses