ACCOUNTING & BOOKKEEPING
Personal finance is just that…it’s personal!
No one plan is for everybody. With our help you’ll spend what is left after saving instead of save what is left after spending.
- Small Business Start-Up Consultation and Creation
- Quick & Accurate Financial Statements
- Custom reporting solutions to address your business needs
- Personal Finance Planning
PERSONAL FINANCE PLANNING
Today, a large percentage of people have difficulty covering the cost of a $400 emergency let alone save any money for retirement. Let us help you develop a plan so that you can be more like Sheldon Cooper so that after your expenses account for a percentage of your after-tax income, the rest can be “divvied up between a small savings account, this deceptive container of peanut brittle, and the hollowed-out buttocks of a superhero action figure who shall remain nameless for his own protection…or HER own protection.”
Need your personal finances put in order?
Goals
A good starting point – we all have dreams or something we’re working toward. Have you planned for your goals?
Budget
Some think this is an ugly word. It’s really just a great tool to help you achieve those goals you were just reconsidering.
Debt Repayment
Don’t lose sleep over how you’re going to pay off your credit cards or get that student loan monkey off your back.
Credit Cards
Are you using your credit cards effectively? Are you receiving the right rewards for you? How’s that credit score?
Investments
We’re not financial planners but we can explain some of your options and point you in the right direction.
Retirement
We’re not all inheriting some huge fortune. Are you ready? If not, get moving.
