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M
MFessler
April 18, 2018

Client Debt Counseling Programs?

  • April 18, 2018
  • 5 replies
  • 0 views

Hi!  I'm new to posting to the QB Community, so not sure if I'm in the right place...I need some resources and I think some of you may be able to help.  I have a client who has a large amount of credit card debt and needs to engage some kind of debt counseling to help her consolidate or recommend a plan of action.  Do any of you know good debt counseling programs/companies?  Non-Profit programs are preferrable, but as long as it's reputable I'll appreciate any suggestion.  Thanks!

 

      5 replies

      lynda11_2
      lynda11_2
      April 19, 2018

      Pretty sure there’s one out there called fundera. And they help people with this type of problem. It’s an app and you added to your QuickBooks online program.

        M
        MFesslerAuthor
        April 19, 2018

        Thanks, Lynda! I appreciate the quick response!  It looks like Fundera is used for small business conslidation and funding issues.  My client is looking for help with her personal credit card debt.  :)

          ShanaNiederman
          ShanaNiederman
          April 19, 2018

          Welcome to the QB Community, @MFessler! While I don't have any personal experience working with clients in need of debt counseling, I found the National Association of Certified Credit Counselors and the National Foundation for Credit Counseling online to be helpful places to begin reading. Good luck!

            M
            MFesslerAuthor
            April 19, 2018

            Thanks, @ShanaNiederman!  Excellent advice...I'll check them out now.  :)

              SarahGonzales
              SarahGonzales
              April 19, 2018

              Thanks for the question, @MFessler!

               

              It inspired an article all about this topic. I hope you find it useful!

               

              Make a Get Out of Credit Card Debt Plan With Free Consumer Counseling

               

              Cheers, Sarah

                M
                MFesslerAuthor
                April 19, 2018

                Thanks, @SarahGonzales!!

                  EmilyCowan
                  EmilyCowan
                  April 23, 2018

                  Hey @MFessler - welcome to QB Community. I love that you're here to do some research on behalf of your client. You've definitely come to the right place!

                   

                  See you online :smileyhappy:

                    D
                    Detroit_Tara
                    March 24, 2020

                    Hi there!

                    Just wondering if you would be able to walk this client through paying down the debt?  There is truly only one way and you already have a rapport with the client.  I'd be happy to help your client if they need it or even coach you through a process that is totally doable!

                    Contact me and  we could do a zoom meeting to connect.

                    Love to chat. 

                    Tara Cruz

                    Detroit Business Advisors

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