Chartered Professional Accountants
Mentorship and Coaching
Together, we can grow as a person and business and become the best version of yourself.
Our Mentorship and Coaching services will helping you achieve your personal, business or career goals, introduce you to new ways of thinking, challenging your limiting assumptions, sharing valuable life lessons, and much more.
Business Start-up (1 hour)
Turn your dreams into reality!
Topic of discussion
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Structure part 1: Incorporate, partnership or sole proprietor.
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Advantage and disadvantages
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Structure part 2: For profit or not for profit
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Advantage and disadvantages
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Trademarks and Intellectual Property
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Business taxes
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Incorporate, partnership or sole proprietor.
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Bookkeeping
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Incorporate, partnership or sole proprietor.
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List of business expenses
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Types of Tax return
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Incorporate, partnership or sole proprietor.
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Personal financial strategy
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Business grants
Bookkeeping - Basics (2-3 hours)
DIY in how to keep your books and records clean.
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Topic of discussion
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Why is bookkeeping important.
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Best way and software for bookkeeping
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Important activities in bookkeeping
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How to master bookkeeping
Bookkeeping Practices
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Mix or separate personal and business income and purchases?
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What are internal controls?
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Bank transactions, electronic or paper format?
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What is bank reconciliation?
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What are financial reports?
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What are records?
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Excel worksheet or accounting system?
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Tax forms
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Accountants, CPAs, and Tax professionals/planning
Deep dive into the numbers - financial statements and balancing the books.
Firsthand experience, fun activities, and Q&A
Bookkeeping - Advance (10-15 hours)
We get technical and practical!
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We Explore all different types of Bookkeeping accounts, what they are, what they do and how to book them.
• 01.Accounting Basics
• 02.Debits and Credits
• 03.Chart of Accounts
• 04.Bookkeeping
• 05.Accounting Equation
• 06.Accounting Principles
• 07.Financial Accounting
• 08.Adjusting Entries
• 09.Financial Statements
• 10.Balance Sheet
• 11.Working Capital and Liquidity
• 12.Income Statement
• 13.Bank Reconciliation
• 14.Accounts Receivable and Bad Debts Expense
• 15.Accounts Payable
• 16.Inventory and Cost of Goods Sold
• 17.Depreciation
• 18.Payroll Accounting
• 19.Stockholders' Equity
20.Nonprofit Accounting
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Deep dive into the numbers - financial statements and balancing the books
Firsthand experience, fun activities and Q&A
Budget and Forecast (1- 2 hours)
Set your goals and know your limits!
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We guide you into producing a recession proof budget.
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Topic of discussion
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Personal budget and forecast
Household budget and forecast
Business budget and forecast
Loan/grant approval budget and forecast
Charity budget and forecast
Non-profit budget and forecast
Management Consulting (2 hours monthly)
Consulting, Advisory, Management, Transition, and Operation training.
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We help organizations to solve issues, create value, maximize growth and improve business performance.
We do so by using our business expertise and skills to provide objective advice and to help organizations develop any specialist skills they may be lacking.
Credit Score Improvement ( 1 hour, monthly)
Get Approved for your personal and business loans no matter the amount!
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Our Credit management mentorship will have you on the right path.