Businesses
We can set you up on a new system or clean up an old mess.
Gaining control of your business requires an accurate picture of your past financial performance as well as your current financial position. Our simple process will lead to gains in control, understanding and time. In addition, it will serve as the foundation from which smart financial decisions can be made.
Two phases:
Clean up - We will take over the mess that may represent your business finances. Let us follow all the past pennies and make it all look pretty. Clean up is an hourly service that starts at your determined past date and concludes with current dated clean, accurate, reconciled income statements and balance sheets.
On going - We can provide daily transaction categorization services of all transactions to keep your books up-to-date and accurate. This includes weekly 1:1 meetings and first line analytical feedback. Here we leverage our access and familiarity with your bookkeeping and financial performance to provide feedback concerning performance, hires, purchases, and bank account management.
Learn More about our consulting services
Households
Proper individual financial performance requires a system that is simple to organize and based on sound financial education. It should easily integrate with your lifestyle. Complicated bookkeeping systems quickly rotate out of use. In addition, personal bookkeeping requires an approach that respects privacy and an understanding of an individuals goals.
Personal bookkeeping, all checking/savings/CC reconciliations, and monthly Income Statement, Balance Sheet and Net Worth valuations.
Includes the added function of bill pay.
Plus monthly 1:1 consultations and coaching.
We help individuals uncover their personal financial position, plan for their future and learn where their money goes (or should). One of our main goals is to help you establish an accurate emotional connection to money and to understand your habits surrounding money spending and saving.