GOVERNMENT SERVICES

We are pleased to present our capabilities for government contracts.

CORE COMPETENCIES

Xaris Financial Enterprises can help your organization in its requirements for professional, specialized services.

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Our following core competencies will meet your needs:

  • Professional & Management Development Training

  • Administrative and General Management Consulting

  • Financial Analysis

  • Financial Management

  • Financial Advisory  

  • Financial Support

  • Financial Planning

  • Financial Education/Wellness Program Design and Development

  • Budget Analysis & Support 

  • Personal Finance Consulting

  • Course Development

  • E-Learning, Remote, Distance Learning

  • Public Speaking and Presentation Services

  • Instructor Services

  • Personal Development Training

  • Financial Subject Matter Expert

  • Research

DIFFERENTIATORS

  • We collaborate with clients to help them develop effective and cost beneficial solutions.

  • We are a teaching company. We can help employers develop financial wellness programs for their employees.

  • We have the experience and knowledge to back up our work. Our key personnel have over 20 years’ experience across federal, corporate, academic, & nonprofit sectors. 

  • We use various frameworks and methodologies such as ADDIE, SAM, and Bloom’s Revised Taxonomy.

  • A key team member is a former DCAA Senior Auditor.

  • Our financial literacy curriculum is approved by the National Financial Educators Council (NFEC). Our curriculum includes Financial Psychology.

  • Our financial services are customized and not one-size-fits-all services. 

  • We use the DISC assessment to help individuals understand their financial preferences and tendencies.

  • We are not limited by location. We can perform work on-site and remotely.

  • We have a contingency plan in place. If the unexpected happens while we are performing work for you, the work will continue uninterrupted.

COMPANY DATA

Xaris Financial Enterprises, LLC is a financial consulting firm specializing in business and personal finance consulting, financial literacy services, and course development services. Services are provided in various formats such as consulting, instruction, training, public speaking, presentations, webinars, and workshops. Services are provided in-person or remotely/virtually. Our specialized and customized services are what make us unique. With over 20 years of experience, we can provide a unique suite of specialized services that are customized for an organization’s specific needs and goals..


DUNS Number: 089329661

CAGE: 8DL06

NAICS: 523930, 523999, 541219, 541611, 541612, 541618, 541690, 541990, 561110, 561210, 561499, 561990, 611430, 611699, 611710, 624190, 812990

PSC: U008, R707, AF24, U001, AF12, U009, B547, R703, R431, R425, B542, AF11, R422, R497, R613, R711, R499, R710, R699, U006

Socio-Economic Certifications: WOSB, WBE, MBE, SDB, EDWOSB, Minority

Contract Vehicles: Simplified Acquisition Threshold, Micro Purchases, Accepts government credit and purchase cards

Electronic Invoicing Capability

RELEVANT EXPERIENCE

Some of the companies we have provided services for include:

  • Cornell University

  • Oregon State University

  • Alabama Power Company

  • TruFund Financial Services

  • University of Alabama

  • Community Action Association of Alabama

  • Jefferson State Community College

  • Colorado State University-Global

  • Western Governors University