Financial Education

Speaking Engagements

Our team is available for all types of speaking and moderating engagements such as keynotes, panel discussions, round tables and work shop sessions.

Topics include:

  • Tax
  • Small Business Accounting
  • Personal Finance
  • Non Profit Organizations
  • Risk Management, Fraud, Audits and Internal Controls
  • Leadership

Corporate Training

Our team is available to provide both on-site and virtual training to your organization on a variety of topics such as Quickbooks, Xero, Accounting 101, Risk Management and Internal Controls. We can also tailor our training based on the specific needs of your business.

Financial Coaching

Our Financial Coaches can help you or your business:

  • Navigate through a financial crisis
  • Build a working budget
  • Reduce and eliminate debt
  • Learn how to effectively deal with debt collectors
  • Establish  a plan for retirement, college or other future expenses


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