UBS FINANCIAL WELLNESS SERVICES LLC
At UBS Financial Wellness Services LLC, our mission is to provide entrepreneurs with strategies and solutions that will help them to develop a plan of success to ensure sustainability, profitability, scalability, and longevity for their business venture.
We do this through transformational business coaching, business development services, and education.
TRANSFORMATIONAL BUSINESS COACHING
As a Transformational Business Coach, my mission is to provide entrepreneurs with strategies that will help them develop and execute a plan to ensure lasting success for their business venture.
That is why I decided to use my 25+ years of extensive knowledge and experience as an accountant, bookkeeper, tax preparer, and small business development consultant to create "Execute Your Vision" One Page Business Plan Workbook!™ Click HERE for more information.
BUSINESS DEVELOPMENT SERVICES/EDUCATION
Basic Set Up For Single Member LLC
(EIN, LLC, Operating Agreement-includes filing fees)
Bookkeeping & Schedule C Training
(set up chart of accounts to easily transfer to Schedule C categories;
Quickbooks or Wave Accounting Software training)
One-Page Business Plan Course/Workshop
Consulting & Training Packages Available
Credit & Budgeting Seminars (Teens/Adults)
Conferences/Networking Events for Women Entrepreneurs