Services to Help You Break Free
Create The Life You Want
Business Bookkeeping Services
What does a professional bookkeeper do? A bookkeeper is a professional who helps businesses and other organizations keep their finances in order by categorizing income and expenses. When the numbers are in organized reports, business owners get clarity to make more strategic business decisions.
Services Includes:
Start or Take Over QuickBooks File
Organize & Input Existing Transactions to Current Date
Download & Categorize Monthly Transactions into QuickBooks
Monthly Financial Reports Emailed to Client
Monthly Correspondence Regarding Financial Status
Connection to Bank & Business Credit Cards
1099 Filings for Independent Contractors
Serve as Liaison Between Client & Accountant Throughout The Year
Optional Add-Ons: Invoicing, Bill Pay, etc.
Budget Completion Service + Coaching
A working budget is a significant step to improving your relationship with money. This service digs deeper into understanding your money mindset so your thoughts and the way you view money are positive. You will complete this service having clarity for your overall finances along with strategies that will help propel you towards your journey to wealth building.
This Service Includes:
1 - 30 Minute Consultation
1 - 3 Month Personalized Working Budget
Money Mindset Evaluation
Income & Expense Analysis
Needs & Wants Analysis
Money Management Tools & Strategies
Debt Elimination & Saving Strategies
Let’s Dig Deeper
This service digs deeper into understanding your money mindset so your thoughts and the way you view money are positive.
My Family is Financially Free
Latisha helped my husband and I create a budget that helped us close out the year better than how we started. During our time working with her we were able to eliminate personal expenses that we didn’t need, start an emergency savings fund and develop stronger plans for our business budget as well. She has been a true blessing to our family. If you are looking to be financially free and stop being hindered by money then you need her. Thank you Latisha!
Samanda Sawyers
Budget Creation Completion
Get the most out of life by managing your finances with a budget. This service is for you if you make good money but have nothing to show for it or don't know where it's going. If your expenses exceed your income. If you want to save and think you can't afford to or don't have the discipline. If you want to be more financially responsible by having a budget you can manage.
This Service Includes:
1-30 Minute Financial Coaching Consultation
2 Month Working Budget Completion
1:1 Personal Coaching Services
One on One Personal Coaching is a motivational and inspirational self-improvement process designed to help you develop good habits and set goals that will enable you to achieve success in all aspects of your life. Life Coaching can prove to be beneficial in all aspects of your life and some of the more common applications include: Goal Setting w/Action Plans, Personal Finance w/Budgeting, Time Management & Prioritizing, Career Advancement & Transitioning and/or Small Business & Entrepreneurship.
This Coaching Service Includes:
1 - 30 Minute Discovery Call
6-60 Minute Coaching Sessions + Recordings
Coaching Assessment
Life Work Assignments
Unlimited Email/Text Support
She Helped Me Conquer Fears
"This was a year of change for me. To help me stay focused, be my best "me" and navigate all the changes I had going on , I invested in life coaching sessions with Coach Latisha. Her coaching helped me conquer some of my fears (like sharing my blog post!), reach some of my personal and professional goals and overall made me feel more confident and ready to roll with whatever life brings my way! Sometimes you have to put everything aside and spend time on your best investments - YOU. You might find that you need need a little help and I know just the person, Coach Latisha."
Erika Estrada, CPA