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Financial Coaching and Bookkeeping

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Financial Clarity and Empowerment

​Are you a therapist or wellness entrepreneur who embarked on a fulfilling career to serve others? Your passion drives you to offer your unique gifts and help people, but when it comes to numbers and finances, it can quickly become overwhelming. You may feel stressed, scared, or even incompetent in managing these aspects.

Perhaps you attempted to plan your finances and handle bookkeeping on your own, believing it would save you money. However, you find yourself lost in messy and incomplete bookkeeping, leading to frustration. Alternatively, you may be contemplating whether professional assistance with your finances is worth the investment.

​Take a deep breath – you're not alone. Together, we can overcome these challenges.

​Through my work with therapists and mental health practitioners, I have helped them gain financial clarity, freeing up their time to focus on their clients while gaining empowerment through financial literacy. You too can experience the relief that comes with having a solid financial plan in place, well-managed books, and a deeper understanding and control over your finances.

Ready to be in control?

​Many of my clients initially feel overwhelmed and frustrated with their finances and bookkeeping. They may have attempted to handle these tasks themselves, assuming it would be easy and cost-effective. However, the reality is that it often results in more time, money, and stress.

You may currently feel lost, unsure of how to budget, structure, organize, and allocate your profits effectively. Perhaps your expenses seem higher than expected, or you've fallen behind and are buried in the daunting task of catching up on organization and reconciliation. It's not uncommon to panic when realizing you're uncertain about the whereabouts of your profits.

Some business owners turn to fancy accounting software, hoping it will solve their problems. However, these programs can be complex and overwhelming, exacerbating the feeling of being lost. Moreover, for many, the issue isn't technology but rather a lack of time. Your time is valuable, and getting behind or disorganized in your books is detrimental, diverting attention from crucial aspects of your business that could drive growth.

​“If you don’t know where you are going, you will probably end up somewhere else.”
–Lawrence J. Peter

​With my financial coaching and bookkeeping services, I establish a solid foundation for your growth. If you're overwhelmed by your current financial situation, I can help you regain control. I will guide you towards your financial goals with confidence, ensuring everything is done efficiently and accurately.

Your business is multifaceted, and the financial assistance you receive should reflect that. As your personal financial coach, I provide a holistic view of your finances, integrating financial coaching and bookkeeping into one seamless package. This comprehensive approach allows me to help you earn and save more, all while relieving you of the burdensome back-office work.

With my support, you'll feel empowered, knowing your finances are well-managed, and you have a clear understanding of your financials. You'll gain the confidence to make smarter decisions that drive your desired growth.

Don't let financial stress hold you back. Contact me today, and let's embark on a journey towards financial clarity, empowerment, and business success.

Our Clients Say

​"Loc is wonderful. He helped me and my two business partners create a whole budgeting plan to expand our therapy business. He is patient, very savvy, and kind. I highly recommend working with Loc due to the incredible combination of personality and expertise."

Sophia O'Cnnor, Psychotherapist

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