Financial Coaching Services
Our Professional Services
Our financial coaching services at Del Real Tax are intended for those working on budgeting, struggling with debt, or wanting to build a stronger financial foundation. We provide live trainings & guidance and recommendations whether you want to get out of debt, fund a child’s education, take more family trips, purchase a new home, or anything else. Contact us for a free consultation.
Are you looking for Financial Success? I often see small business owners working so hard to build a profitable business. But many times I also see those business owners not accumulating wealth and over time… wondering where did my money and my efforts go? That’s why we regularly host workshops for our clients.
Financial Coaching Program
Among other trainings that we offer to clients, we offer Financially Savvy Entrepreneur. This is a 6 Week Financial Coaching Program to help serious entrepreneurs gain Complete & Total Financial Control. Build your understanding of where your business and personal finances stand over 6 weeks with Maribel’s simple, practical training. Maribel’s fast-tracked Templates Toolkit and 234 page Workbook will help you achieve results fast! We’ll provide the workbook, etc. during the session.
We offer structured training programs to help our clients Gain Complete & Total Financial Control. Through our programs, we help our clients:
- Financial goal setting
- Personal financial awareness by creating a personal net worth statement, personal income statement & budget
- Systems and Automation for Finances
- Business financial awareness by creating a business budget, forecast and reading their financials like a CEO
- Understanding their own Key Performance Indicators
- Establish structure in their business, their vision, and much more using the EOS Model (Gino Wickman’s Traction book)
With our financial coaching training, we are going to work together to start putting the building blocks in place to financial success. You will start to gain complete and total control over your current financial situation and put yourself on the path to achieving the goals required to reach your potential. If you’ve decided to make a commitment to bettering your financial picture and future, call us for a free tax discovery session to see how Del Real Tax can help.
90 Minute Strategy Session #1
90-minute strategy session covering About Us, About You, Client Accounting Manual, and Accounting Best Practices.
90 Minute Strategy Session #2
90-minute strategy session covering Benchmarking, Entity Analysis, Deduction Finder, and Reasonable Comp Study.
Keep The Pulse On Your Business
Includes Monthly Financials, Sales Tax Compliance, Payroll Processing, Unlimited Tax & Accounting Discussions, Monthly Newsletter, Secure Portal, Mobile App, and Facebook Group Access.
3rd Quarter Meeting Tax Projection
3rd Quarter Meeting covering Tax Projection and Tax Strategy.