help create structure and peace of mind so you can spend the time doing what you like to do

Services for Individuals & private parties

  • Help to Organize.

    Bill tracking & document organization

    Household account reconciliation

    Implement recordkeeping practices

    Personal financial statements for banking needs or partnership separations

  • Help to Prepare.

    Tax Preparation Readiness to work smarter with your chosen tax professional

    Expense summaries & deduction tracking

    Tax deliverables

    Business plan development & assistance

  • Help to understand.

    QuickBooks or Excel training & clean-ups

    Historical bookkeeping catch-up

    Know where you’re at today in order to make decisions about the future

  • Help to Grow.

    Guidance for savings & retirement planning or other financial decisions

    Estate or trust bookkeeping

    Support for aging parents’ finances

    Real estate + investment tracking

Inquire for help

FAQs - how we work

What happens when i inquire?

There is no fee or commitment for an introductory conversation. We get to know each other and understand what you’re looking for. If we believe we can help, then we would provide next steps with a Scope of Work containing pricing and scheduling. Then it’s your call!

what is the fee structure or time commitment?

It really depends on the project and your personal needs. We are very flexible with our structure to meet you where you are.

You could choose from:

  • Monthly service plans with designated hours & tasks

  • Quarterly check-ins to review work you’ve performed on your own or build summaries of activity for smaller items

  • Project-based engagement where you’ve got a certain goal that we can help you achieve with an agreed upon timeline

You get the help you need — only when you need it, no surprises.

what is the outcome of working together?

Our goal is to provide a clear financial picture, through systems that simplify your life, giving you more time back in your day while having a steady hand to help guide you along the way.