Services

Accounting Services

Small Business Bookkeeping & Accounting Services

Basic Bookkeeping

Monthly income & expense tracking
Monthly reconciliations of all business accounts
Categorizing of expenses
Monthly financial statements
Email & text support

Additional Bookkeeping & Accounting Services

Understanding Financial Statements
Financial Planning & Analysis
Budgeting
Debt Reduction / Management
Plan to purchase assets
Microsoft Excel Coaching
Microsoft Excel Template Creation
Other CFO Services

Financial Coaching Services

Personal and Small Business Financial Coaching

Personal Coaching

Break the Paycheck to Paycheck Cycle
Budgeting
Debt Reduction / Management
Plan to purchase a home or other asset
Wealth Building
College Funding
Retirement & Estate Planning
Insurance / Risk Management

Business Coaching

Understanding Financial Statements
Financial Planning & Analysis
Budgeting
Debt Reduction / Management
Plan to purchase assets
Microsoft Excel Coaching
Microsoft Excel Template Creation

I am a YNAB Certified Coach, which means that I have been trained to coach people on using YNAB software and the YNAB method. I have met select requirements of YNAB in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.

Building your LEGACY, one day at a time