You can’t help getting older, but you can make it easier.

If you have kids, you know how much work it is to take care of them physically & emotionally. You are probably so focused on getting them to adulthood (and beyond) that you haven’t even considered what life will look like as your roles shift & they start to “take care” of you. it’s never too soon to think about the ways you can prepare. The transition will be difficult, but here are some things to think about to help you (& your kids) navigate that time as easily as possible:

Angela Hall 8/16/24 Angela Hall 8/16/24

Reasons you shouldn’t use a personal finance counselor.

Reasons to NOT use a Personal Finance Counselor:

You exclusively get your cardio from the heart racing anxiety that happens when your credit card bill arrives...

Angela Hall 8/2/24 Angela Hall 8/2/24

It’s all very romantic until you find out he has $70K in credit card debt.

You met someone you really like. Cool!

You have been together a while and you are ready to take it to the next level. Sweet!

You are going to be living together, so it’s time to blend your finances. Hold on there, sister.

Angela Hall 7/31/24 Angela Hall 7/31/24

Debt paydown strategies from a CPFC®

Plenty of experts will tell you the exact right way to strategically pay off your debt, but as a Certified Personal Finance Counselor®, this is what I have to say on the subject:

Amy Esp 7/25/24 Amy Esp 7/25/24

Finance and Personal Connections

Yesterday, we received a voicemail from a young man, who is the son of a client. His message let us know that his father had passed away unexpectedly the week before. He needed help navigating closing down his dad’s business and making sure he didn’t miss anything. This client is someone that we have loved working with and supporting him as he grew his business and built something for his family and himself. He was an incredibly kind man with a great sense of humor and an honesty and realness that made us proud to be a part of his team. Needless to say, we are going to miss him, both as a client and as a friend.

Angela Hall 7/3/24 Angela Hall 7/3/24

FAQs: Common Stuff Clients Ask Us About

Have you ever run into someone and you can't remember their name and at some point you're embarrassed and it feels too late to ask?

Many clients feel that exact way about their bookkeeping.

Small business owners and non-profits want to better understand their finances and get the absolute most out of their bookkeeping services, but often they are confused about how to do that. You may have a lot of questions, but never ask because it feels too basic, too ridiculous, or you just never get around to taking the time to ask. Have you ever wondered things like: