Financial Foundation
Create a strong Financial Foundation to support your dream life.
Five Phases:
- Discovery: Vision, identify emotional and familial patterns, goals and self-care balance.
- Customize accounting system to produce clear and beautiful reports.
- Reporting without judgement.
- Create a Budget.
- Savings system.
All services can be in person in beautiful uplifting environments or on zoom.
Bookkeeping
Produce data you can rely upon to make important strategic decisions.
- Ensure the accounting system has all the accounts included.
- Reconcile all accounts.
- Maintain organization of bank statements to support an internal/external audit readiness.
- Sending monthly reports to CFO for review and discussion of trends, to then send to CEO.
- Customize reports based on CFO guidance for data analysis.
- Based on CFO's system design, Coordinate with Tax Accountant on mapping, reporting and tax filing.
- Payroll integration.
- Prepare 1099’s.
Controller
- Cash flow monitoring and carrying out CFO's strategy.
- Prepare and manage Accounts Payable.
- Track and facilitate Accounts Receivable.
- Ensure Balance Sheet accuracy with Tax Accountant.
- Debt repayment management.
Chief Financial Officer
Mrs. Willmont works with business CEO's to align their company vision with the company finances for optimal peace of mind. The work is based on creating win-win relationships and saving with a foundation of positive psychology, neuroscience, body breathing and visualization to help shape the process. This approach been very successful in aligning passion, time and finances to create a business and life we all love.
We meet privately at elegant and inspiring places to keep your mind uplifted:
- We begin with the Five Phase process which includes your vision and your psychology as a guide for creating peace of mind and joy with your business and it's finances. After all, if the leader is not happy, no one will be content.
- Refining your revenue model to maximize fulfillment and financial returns.
- Financial cohesiveness by communicating with all financial members of your team, Tax, bookkeeper, Investment and Estate professionals to maximize deductions and tax strategy.
- Assess profitability in all areas of the business, such as gross profit and overall company profit.
- Check in with formula and continually assess what you are passionate about, how many hours do you want to work, how much money do you want to make and save, all to create a positive mindset and contribution through your work.
- Build on relationships that are supportive and inspiring.
- Conscious team building based on deep human needs and fulfillment.
Love your Life!
Vision to Goals Accomplished
Mrs. Willmont will take you through the process of getting clear on your vision, customize your accounting system, ensure the reports are accurate, make a budget to get you from where you are to where you want to be, so your goals can be met, and you can enjoy a life you envision.
Schedule your free discovery consultation today!
Schedule a call with Carenna Willmont at carenna@willmontfinancial.com or click the button to the right to schedule online.
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