Together, We
Make More
of Your Money
For the past three years, Lionhood Financial has been unlocking hidden opportunities by empowering individuals and businesses to achieve their financial goals and realize their most ambitious ideas through performance coaching and meticulous bookkeeping services.
Our goal is to be a leading financial coaching and bookkeeping firm. We strive to empower individuals and businesses by optimizing their financial strategies, ensuring robust financial health, and helping them achieve sustainable growth and success.
Make More of Your Money
Make More of Your Life
We aim to bring clarity, confidence, and peace of mind to our clients' lives. We are committed to help you achieve financial resilience and live a life of abundance. If you're ready to take control of your finances and achieve your financial goals, click Learn More.
Our Process
Assess
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Coaching & Consultation: Evaluate client needs, goals, and current financial situation.
Virtual Bookkeeping: Analyze current bookkeeping processes, software, and financial data.
Credit Score Repair: Review credit reports and identify factors affecting the credit score.
Risk Management: Identify potential financial risks and vulnerabilities.
Fraud Recovery: Investigate the extent and nature of fraud incidents.
Seminars: Determine the target audience, topics of interest, and learning objectives.
Plan
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Coaching & Consultation: Develop a customized coaching plan with specific objectives and milestones.
Virtual Bookkeeping: Set up a virtual bookkeeping system tailored to client needs.
Credit Score Repair: Create a plan to address negative items and improve credit behavior.
Risk Management: Develop a risk management plan with strategies to mitigate identified risks.
Fraud Recovery: Develop a recovery plan to address and prevent future fraud.
Seminars: Design seminar content, schedule, and marketing plan.
Implement
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Coaching & Consultation: Conduct coaching sessions, track progress, and adjust the plan as necessary.
Virtual Bookkeeping: Implement the bookkeeping system and provide ongoing support and reporting.
Credit Score Repair: Execute the credit repair strategy, including disputing errors and monitoring progress.
Risk Management: Implement risk management strategies and regularly review and update the plan.
Fraud Recovery: Execute recovery actions, including restoring lost assets and improving security measures.
Seminars: Conduct the seminar and gather feedback for future improvement.
Monitor
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Coaching & Consultation: Continuously track the client’s progress toward their financial goals. Regularly review the coaching plan and make necessary adjustments based on changes in their financial situation or goals.
Virtual Bookkeeping: Monitor financial reports, ensure accuracy, and make adjustments to the bookkeeping system as needed. Provide ongoing reviews to ensure the system remains aligned with the client’s business needs.
Credit Score Repair: Track improvements in the client’s credit score and monitor changes on their credit report. Regularly review the plan to address any new negative items or trends.
Risk Management: Regularly assess the effectiveness of the risk management plan. Identify any new risks and update the plan to mitigate emerging threats.
Fraud Recovery: Continuously monitor for signs of fraud. Review and enhance security measures, ensuring the recovery plan remains effective in preventing future incidents.
Seminars: Evaluate the seminar's success through participant feedback and engagement metrics. Use insights to refine future seminars and improve overall effectiveness.
Insights & Stories
When the Kansas City Chiefs and Buffalo Bills clash, the game isn’t just about touchdowns and tackles. It’s a battle of strategy, discipline, and resilience—qualities that are equally critical when managing your finances.
Competency architecture is a valuable tool that enables organizations to maximize talent, align employee capabilities with business goals, and create a culture of continuous improvement. By defining the skills and behaviors needed for success, competency architecture not only supports recruitment and development but also helps build a resilient and agile workforce.
Ultimately, managing time and money comes down to crafting a life that aligns with your core values. This balance may look different for everyone, but the principles remain the same: value your time, invest in meaningful experiences, and allow your financial decisions to support—not consume—your life.
Managing the finances of a growing business can be challenging. When the numbers get bigger, so do the complexities, leading many business owners to feel overwhelmed. The shift from handling smaller transactions to managing larger cash flows requires a strategic approach.
Taking on student debt is often a necessary step toward achieving your educational goals. But when graduation is over and reality sets in, managing that debt can feel overwhelming. I recently spoke with an Uber driver who was struggling with $3,000 in student debt—what might seem like a small amount to some can feel like a mountain to others.
In the world of grant writing, securing funding can be a challenging task for many businesses and nonprofits. At Lionhood Financial, our grant writing services are designed to simplify this process, providing customized support from start to finish. With our comprehensive approach, clients are more likely to access the resources they need to bring their projects and initiatives to life.
Life can take us through unexpected turns, often leading us to places we never thought we would find ourselves. For some, these challenges become the very catalysts that drive them toward greatness. This narrative resonates deeply with the principles behind Lionhood Financial, where empowerment, integrity, education, excellence, and community are at the core of our mission.
In a world where financial wisdom is often muddled by misconceptions, Dave Ramsey's message stands out like a beacon. Having traveled across the globe sharing his insights on debt, Ramsey emphasizes a fundamental truth: if you can eliminate debt, you can unlock a pathway to financial freedom. But the journey is often met with skepticism.
At Lionhood Financial, we understand that both personal and business finances can be a constant challenge. Life will throw curveballs—unexpected expenses, market changes, or personal setbacks—and it’s easy to feel like these obstacles are holding you down. But just like the rain that comes without warning, it’s not about what happens to you; it’s about how you respond.
Development & Pathways
Make More of Your Money
Make More of Your Business
Make More of Yourself
Make More of Your Team
Client Onboarding
Coaching, Bookkeeping, & Consulting
To help you understand what virtual bookkeeping is, how it benefits your business, and why Lionhood Financial’s services provide value that goes beyond just crunching numbers.
To guide you step-by-step through gathering the essential financial documents and information needed for setting up your bookkeeping system with Lionhood Financial. By the end of this chapter, you’ll know exactly what we need to tailor the service to your business.
To guide you through the step-by-step process of setting up your QuickBooks account. By the end of this chapter, you’ll have your financial system in place, ready for us to maintain and manage, giving you full transparency and control over your business finances.
To help you understand the key financial reports in QuickBooks and how to use them to make informed decisions about your business. By the end of this chapter, you’ll know how to read and interpret reports to track performance, manage cash flow, and plan for growth.
To ensure you’re prepared for tax season by maintaining organized records throughout the year. By the end of this chapter, you’ll understand how our bookkeeping services and QuickBooks help simplify tax preparation, making the process stress-free and efficient.
To help you understand how to effectively manage cash flow and create a budget that supports your business’s growth. By the end of this chapter, you’ll know how to use QuickBooks to track and manage cash flow, set a realistic budget, and plan for expansion.
To guide you in developing a long-term financial strategy that aligns with your business goals, leveraging our bookkeeping services and QuickBooks insights. By the end of this chapter, you’ll understand how to set realistic financial targets and implement a plan to achieve them.
To solidify your ongoing partnership with Lionhood Financial, ensuring that our bookkeeping services continue to support your business’s growth and financial health. By the end of this chapter, you’ll understand the value of continuous financial monitoring, regular communication, and how our services evolve with your business.
By the end of this lesson, you will understand the fundamental role of a grant writer, the skills required for success, and the types of grants available.
By the end of this lesson, clients will have a clear understanding of their funding needs and how to communicate them effectively to their grant writer.
Identifying the right funders is the first step towards a successful grant strategy. By mastering research tools and aligning your search with your mission, you can target the best opportunities and avoid wasted time and effort.
A well-crafted grant proposal is your key to unlocking new funding opportunities. By understanding how to tailor your proposals to each funder’s unique priorities and presenting your project with clarity and passion, you’ll maximize your chances of success.
A realistic and detailed budget is not just about numbers—it’s about showing funders how their investment will bring real change. By carefully aligning each expense with your project’s goals, you’ll make a compelling case for support, ensuring your organization’s vision is well-funded and ready to succeed.
A well-prepared and polished proposal significantly increases your chances of securing funding. By meticulously reviewing each detail and aligning your submission with the funder’s guidelines, you position your organization for success, ensuring that all your hard work pays off.
Understanding the nuances of the submission process helps ensure that your hard work isn’t undone by a technicality. By mastering each method, you can submit your proposal confidently, knowing that every requirement has been met, and you’re presenting your organization in the best light.
Following up on a grant proposal is an essential skill in grant writing. It demonstrates your commitment to the project, helps you gather valuable feedback, and builds positive relationships with potential funders.
A well-executed implementation plan ensures that your project stays on track and meets the expectations of both your team and the funder. Clear planning, effective tracking, and open communication are key to transforming your grant proposal into tangible results.
Effective financial management ensures that your project stays within budget and meets the expectations of your funder. By understanding your budget, implementing strong controls, and preparing clear reports, you build trust with funders and demonstrate your ability to manage their investment wisely.
Congratulations on completing the Grant Writing Onboarding Course! You are now equipped with the knowledge and tools to effectively navigate the grant writing process, manage your grant, and plan for sustainability. Remember to apply what you've learned as you pursue funding opportunities and strive to make a lasting impact in your community.
Lionhood Financial's Core Values
Integrity (Truth)
Providing honest and transparent financial guidance, ensuring our clients' best interests are always at the forefront, fostering trust through truth.
Community (Fellowship)
Supporting and uplifting individuals, businesses, and communities is central to our mission. Together, we’re committed to fostering financial independence and building generational wealth.
Education (Knowledge)
Focused on teaching financial literacy, helping individuals and businesses make informed decisions and achieve lasting success through wisdom.
Empowerment (Faith, Hope, & Love)
Empowering clients to take control of their financial futures through personalized coaching, consultation, and tools, providing them with faith, hope, and love on their journey.
Excellence (Wisdom)
We strive for excellence in every aspect of our work, consistently delivering exceptional value and results.
© 2024 Lionhood Financial. All rights reserved.
Lionhood Financial Coaching uses the Consumer Financial Protection Bureau’s (CFPB) Your Money, Your Goals toolkit and the Financial Trade Commission (FTC) resources to ensure your financial empowerment. SCORE powered by the U.S. Small Business Administration (SBA) resources are utilized to develop business accumen.