Services

BUSINESS COACHING AND ADVISORY SERVICES

For many years I have been asked to provide information and direction to my clients in the course of my normal work for them. In 2004, at the request of my friends and clients, I began offering these services in an organized, professional and objective way to others that they refer to me. My business coaching / advisory clients are small business owners who either have specific goals identified or need help to do so. In most cases, they want to move their business to the next level or have reached a plateau that they need help to continue to grow. Once their needs are identified, I help to create a plan to achieve their goals, a process to stick to the plan and a practical way to hold themselves accountable to the work.

As in all things, there are many different ways to achieve an objective.

My challenge is to find the method which best fits my clients style and personality. If they enjoy the work, they are most likely going to continue to do it for the long run and produce results.

Business &
Future Planning

Goal
Setting

Time
Management

BASIC BUSINESS COACHING “TALKING POINTS”

(Most common, but not all)


  • Developing a Business Plan
  • How to Choose “Trusted Advisors”
  • The 13 Month Rolling Calendar
  • Creating a “Sales Funnel”
  • Basic Time Management
  • Developing a Mission Statement
  • Strategic vs. Tactical Thinking
  • Marketing Concepts
  • How to Create and Utilize Networking
  • Process to Help Reach Defined Goals

40+ years of experience

Ask Joe

Joe works with business owners and their key executive staff on a variety of issues. In most cases, he will start with the identification of the most significant goals that they would like to achieve. Together they determine which of the action steps necessary to achieve their goals will most directly result in their success.

Have a question about your business?

ASK JOE

What Clients Are Saying


5 star rating
5 star rating
5 star rating
5 star rating
5 star rating
“Joe has great insight into understanding various business models and produces results that exceeded my expectations. He delivers concise and impactual recommendations which lead to efficiency and business productivity. “
Chris Szem
Joe’s Business Coaching client since 2009
5 star rating
5 star rating
5 star rating
5 star rating
5 star rating
“Joe is an action oriented, no-nonsense advisor whose common sense, in combination with high profile experience, makes him an outstanding consultant and coach. His warm personal style enables him a pleasure to work with as well.”
Cal Calligaro
Managing Director and Founder, MacDuff Partners, LLC
5 star rating
5 star rating
5 star rating
5 star rating
5 star rating
“Joe is a secret weapon for the small business owner who needs advice from an expert who can provide a constructive opinion. Joe, who works with many of my clients, is so much more than an H.R. consultant. As a skilled business coach Joe helps entrepreneurs identify and take advantage of creative marketing and sales opportunities. If you own a small business and need some good, solid advice from a true business professional, it’s Joe Caso. “
Tricia Krietzberg, APR
Practice Manager, Krietzberg Wealth Management
5 star rating
5 star rating
5 star rating
5 star rating
5 star rating
“Joe, as a coach, helped me realize what I really wanted to achieve, both in my business and personal life, and to believe that it was possible….Joe is always there to give me a guiding hand and help me follow my action plans. He is always prepared to discuss issues or concerns as they arise and to change what has been planned at the drop of a hat -“
Tracy Beveridge, CPA
5 star rating
5 star rating
5 star rating
5 star rating
5 star rating
“I’ve worked with Joe for over 10 years during which he has been a mentor. Joe’s coaching helped me with strategies to overcome challenges with employees, clients, and timely billing. He was instrumental in my succession planning and transitioning during the successful sale of my CPA practice.“
Diane Cahill, CPA