Coaching

Coaching for Businesses and Individuals

As a nonprofit, you have special bookkeeping and *accounting services needs. You might receive much of your income from donations and grants. Your financial statements have to address the requirements of auditors, as well as grantors and your board of directors. The consistency of your reporting may be a concern, since many nonprofits are staffed with part-time financial management professionals, use the services of volunteers, and/or are experiencing high turnover.

At Applied Financial Services, Inc., we have the bookkeeping and *accounting expertise to help your nonprofit organization flourish. Because we come from the nonprofit world ourselves, we understand your challenges, and speak your language. We can help you streamline your processes, use your financial systems more effectively, and see your data in a whole new light.

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

Schedule a Session Today

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?