NLC Financial Academy

To run a healthy business, clear financial systems must be in place. We want your business to thrive, which is why you will benefit from weekly 30-minute calls with me and my team. Here is what we will discuss and set up over our 6 weeks together:

What’s Included?

Twenty-Four Power-Packed Lessons

In our series of 24 online video lessons, we will share knowledge and insight on how to navigate your personal and business financial struggles. You will discover proven methods to help you change your financial pathway in life.

Live Weekly Coaching Calls

Our weekly live calls allow you to join a smalls group to be mentored by a team of financial coaches who have trained hundreds of business owners to success.

Ongoing Assessments

Fun assessments throughout the training will help you validate what you’re learning, help you implement ideas, and guide you towards the upcoming lesson.

Week 1: First Step to Financial Success

  • Module 1: Program Overview, Training Agenda & Expectations

  • Module 2: Why Gain Control Over Your Finances?

  • Module 3: Goal Setting (Doing the Math)

  • Module 4: Understanding Your Own Mindset Traps

  • Module 5: Action Items & Week 1 Wrap Up

Week 2: Personal Financial Awareness

  • Module 1: Fundamentals of Accounting & How They Relate to Your Finances

  • Module 2: Building Your Personal Net Worth Statement

  • Module 3: Building Your Personal Income Statement

  • Module 4: Building Your Personal Budget

  • Module 5: Action Items & Week 2 Wrap Up

Week 3: Building Financial Awareness

  • Module 1: Your Business Financial Statements

  • Module 2: Building Your Business Balance Sheet

  • Module 3: Building Your Business Income Statement

  • Module 4: Building Your Business Budget

  • Module 5: Action Items & Week 3 Wrap Up

Week 4: Technology for Your Finances

  • Module 1: Fundamentals of Managing Your Finances

  • Module 2: Using Technology to Track Finances

  • Module 3: Quickbooks Setup & Implementation

  • Module 4: Advanced Quickbooks Training

  • Module 5:  Action Items & Week 4 Wrap Up

Week 5: Understanding Your Own Key Performance Indicators

  • Module 1: What is a KPI?

  • Module 2: Setting Your Own KPIs

  • Module 3: Review Process of Your KPIs

  • Module 4: Determining the Root Problems

  • Module 5: Action Items & Week 5 Wrap Up

Week 6: Financial Intelligence Wrap Up & Ongoing Financial Maintenance

  • Module 1: Revised Goal Setting

  • Module 2: Building Your Monthly & Yearly Projections

  • Module 3: Structuring Your Finances to Excel

  • Module 4: Working with an Accountant & Next Steps

  • Module 5: Action Items & Week 6 Wrap Up

Ready to get started?

Contact Us

NLC Financial Services, LLC, is your leading source for accounting, tax and business planning peace of mind in Iselin, New Jersey, and the surrounding areas. We are here to cover your needs, whether you’re looking for accounting, Certified Public Accountant (CPA), tax planning, business advisory, business accounting, or CFO services.

719 Raritan Rd Clark, NJ 07066-2206

(908) 428-4280

(908) 428-4281

Lets get started today!

Click the button below to schedule a complementary call with one of our Business Strategy Specialists! For questions and services regarding individual tax returns, please email