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Coaching Expectations
- Ownership Authorization
- Mutual Non-Disclosure
- Know Your Client
- Setting Expectations
- Client Goals & Outcomes
- Corporate Resolution
- 501c3/Exempt Engagement
- I-9 completion
- Compliance Verification
- Corporate Bio
- Google Drive Folder
- Strategic Coaching Session
Corporate Bio
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Recommended Assessments
- 5 Factor Model Overview
- 5 Factor Model Test
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- ENNEAGRAM Overview
- ENNEAGRAM Test
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- Multiple Intelligence
- Multiple Intelligence Test
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- Learning Style Overview
- Learning Style Test
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- Personality Type Overview
- Personality Type Test
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Upload Results
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Upload Results
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Upload Results
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Upload Results
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Tax Exemption (501c3) Overview
Coaching Organizing Structure
- Structure Overview
- State Structure Sessions
- End of Structure Phase
- EIN Overview
- Employer Phase (EIN/TIN) Audit
- End of E.I.N. Phase
- E-Verify Qualifiers
- SS Administrations
- Department of Labor
- Federal Permits/Licenses
- State Permits/Licenses
- Local Permits/Licenses
- Industry Permits/Licenses
- Private Co. Permits/Licenses
- End of Phase Coaching Call
Tax Exemption Submission
- Tax Exempt Overview
- Filing Tax Exempt Overview
- Tax Exempt Basics
- Employment Basics Zip.
- Policy & Procedures Basics
- End of Services
Business Protection Coahcing
- Intellectual Property Overview
- Federal Copywrite Overview
- Federal Trademark Overview
- Federal Patent Overview
- State Intellectual Property
- Industry Intellectual Property
- Corporate Insurnace
- Industry Insurance
- Surety Bonds
Tax Exemption Compliance
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