Your Tax and Business Advisor

Home | Biography | Our Services | Publications | Links | Contact Us     Financial Coach Advisors, Inc. has been named:

 

 

 

                                                                                                                                                                   

 

Your Wealth

Home

With Financial Coach, you have access to financial management services like any Fortune 50 company... Yes, your own Chief Financial Officer and business advisor.  When you need one and how you need one.  In your own One-Stop Shop.  Your own CFO.

Our clients include business owners, self-employed persons, and executives like attorneys, engineers, accountants and systems analysts.  Any enterprise that needs the skills and capabilities of your own CFO.

Along side your current leadership team, Financial Coach, Inc. offers an informed management perspective on a number of key business issues:

Business plan development

Programs to achieve profitability

Employee benefit strategies

Human resource planning

New business structures or reorganizations

Mergers, acquisitions and divestitures

Anticipated sales/use tax burden

Property taxes

Enterprise income taxes

Retirement capital sufficiency

Stock option planning and total compensation strategies

Self-employed business management

Cash flow planning

 Human Resources Consulting

In the end, Financial Coach delivers value to your enterprise in several forms suitable to each situation:

FINANCIAL OPERATIONS

Income tax return preparation:  Corporate, Partnership, Individual

Quickbooks™ setup and maintenance

IRS and State audit services

Annual income tax planning

Accounting consulting

Cash flow analysis
 
HUMAN RESOURCE CONSULTING

Human resource consulting

Seminar presentations, year-end meetings and investment proposals
 

 
FINANCIAL & STRATEGIC PLANNING

Capital/Debt consulting

Real estate consulting
Capital expenditure payback analysis Strategic planning
   
EXECUTIVE SUPPORT

Personal accounting services

 Coaching and mentoring.

 

Home | Biography | Our Services | Publications | Links | Contact Us

Terms of Use | Privacy Statement | Site Map

Copyright © 2005-2008 Financial Coach, Inc. and Financial Coach Advisors, Inc.  All Rights Reserved.

 

Information deemed reliable, but not guaranteed.  Website user agrees to assume all risks of use. See Terms of Use for details.

Financial Coach Advisors, Inc. is a Registered Investment Advisor in the State of Minnesota.  David A. Lloyd is a licensed insurance agent in Minnesota and Wisconsin.

This website is intended to solicit business in only those states that Financial Coach Advisors, Inc., David Lloyd, or any other affiliate is appropriately licensed.