Program Budgeting, Audits, and Tax Preparation
We are seasoned program managers experienced in navigating complex projects and providing exceptional leadership to successfully execute multi-million dollar initiatives. We ensure seamless coordination, strategic planning, and efficient resource allocation for optimal program outcomes through Agile frameworks and Carlow University Masters School of Business practices.
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Coaching and Consulting Services
Other things we can help you with:
> Agile Coaching
> Financial Coaching
> Wellness Coaching
> Providing general organizational and project management assistance with mail, papers and other areas as needed.
> Internet research
> Digitize your files then shred what you don't want
> We also like working with photos and can digitize and edit your photos for sharing
> Referring clients to other professional services i.e. legal, tax, investment professionals, maintenance, home improvements and community resources
• Financial Coaching• Wellness Coaching• Help improve your credit score
• Bill payment services for individuals and families
• Bill payment services for small businesses
• Financial record management
• Budgeting
• Debt reduction
• Assisting family members or other professionals who are
named as fiduciaries
• Help improve your credit score
• Work remotely and on site
• Coaching Services
> Agile Coaching
> Financial Coaching
> Wellness Coaching
• Mobile Notary
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​Your Happiness, Brings us Great Joy