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Higher, Further, becoming Greater

Going Skyward

With you each step of the way to see you win!

Personal Financial Consulting

Clients will receive consultation services that will assess current financial health and help identify key areas of current success and improvements. Along with the consultation service, clients will understand their financial drivers and visualize next step items to align their financial goals with their life values. This service includes deciphering debt repayment plans and savings strategies that is catered specifically to each individual client that aligns with their values.

Third party financial services

Finances shape the success of every organization.

Business Consulting/Virtual CFO

Many organizations such as small businesses, startups, and non-profit organizations do not have the resources to hire a CFO or other financial and accounting professionals internally. Skyward is here to serve these organizations with income and expense forecasting, chart of accounts review such as terminology and location of accounts in Profit & Loss and Income Statements, and financial analyses to help the client understand what is driving profitability. In addition, this service will provide measures to control expenditures and help guide your business to success.

Internal Control Review and Monitoring

COMING SOON!

Strong internal controls should be adapted in every organization that receives or spends any form of money. Unfortunately, fraud happens in every industry including non-profit organizations. The best and cheapest way to combat fraud in your organization is through implementing the necessary internal controls that will help prevent it from ever happening. This is known as fraud prevention. This service assists organizations in risk assessments, reviewing their internal controls, identifying possible areas where fraud could happen, and recommending steps and policies to improve those areas.

Internal Controls are vital

Every organization should implement strong internal controls to help prevent fraud from happening.

Pricing

Hourly Rates

  • Phone CONSULTATION (15 min) - Free

  • Personal finance consultation - (1 hR) - $120.00

  • Budgeting Consultation (2 hrs) - $160.00

Retainer Fee

  • Individual/family -$900.00

    - 12 months of unlimited support, coaching, and consultation services for a year including in person, email, and mobile access. Includes review and follow up as needed such as biweekly, monthly, and quarterly, on all services.