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Financial Coaching

HELP WITH BUDGETING, MANAGING MONEY & DEBT

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.

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.

What’s Included:

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.[/vc_column_text][vc_row_inner equal_height=”yes” gap=”10″][vc_column_inner width=”1/4″ css=”.vc_custom_1600206530385{padding-top: 0px !important;padding-right: 0px !important;padding-left: 0px !important;background-color: #af2c43 !important;}”][ult_content_box bg_color=”#af2c43″ box_shadow=”horizontal:px|vertical:px|blur:px|spread:px|style:none|” hover_box_shadow=”horizontal:px|vertical:px|blur:px|spread:px|style:none|” padding=”padding-top:25px;padding-right:15px;padding-left:15px;”][bsf-info-box icon_size=”32″ icon_color=”#ffffff” title=”90 MINUTE STRATEGY SESSION # 1″ heading_tag=”h4″ pos=”square_box” el_class=”infoboxmods” title_font_color=”#ffe43a” desc_font_color=”#ffffff”]

About Us
About You
Client Accounting Manual
Accounting Best Practices

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Benchmarking
Entity Analysis
Deduction Finder
Reasonable Comp Study

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Monthly Financials
Sales Tax Compliance
Payroll Processing
Unlimited Discussions of your Tax & Accounting Matters
Monthly Newsletter
Secure Portal
Android and iPhone APP
Facebook Group Access

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Tax Projection
Tax Strategy

Business Filings 1099s/1096
Personal Filings

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WHY US?

Monthly full service accounting, bookkeeping, tax planning & preparation, and consulting for success for you and your small business
Our Structured Program helps clients pay the least amount of taxes legally possible & Use Accounting information to grow their business
Your business gets a team of accountants working with you
Consultative approach – our goal is to teach, inspire and support
Bilingual in Spanish & English
Proactive Advice – putting you first!
utstanding customer service – we take a team approach and strive to be there right as you call and respond promptly to messages
One fixed monthly fee – no billing surprises

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Financial Coaching for Businesses

Financial Coaching

HELP WITH BUDGETING, MANAGING MONEY & DEBT

What’s Included:

WHY US?