Individual Bookkeeping
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.
Levels of service:
Personal Bookkeeping - includes personal bookkeeping, all checking/savings/CC reconciliations, and monthly Income Statement, Balance Sheet and Net Worth valuations.
Personal Bookkeeping with Bill pay - includes personal bookkeeping with the added function of bill pay.
My Personal Assistant - Basic services 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 and accurate emotional connection to money and your habits surrounding money spending and saving.