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)

Business Credit and Financing

One-Page Business Plan Course/Workshop

Consulting & Training Packages Available

Credit & Budgeting Seminars (Teens/Adults)

Membership Services

Conferences/Networking Events for Women Entrepreneurs

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Are You A New Client Interested in Business Coaching Services? Schedule a 45-Minute Discovery Session Today!

Returning Clients Click Below To Schedule Your Next Business Coaching Session.