Personal Bookkeeping and
Financial Counseling

Meet your financial goals, and build a life that fits your values.

For many small business owners, your personal finances are tightly interwoven with your business finances. And often, once we have our business financial tracking dialed, our personal finances are still limping along.

Our system uses bookkeeping style processes to keep you in touch with where your money is coming from and going. It keeps you connected to your financial reality while helping you to set a meet your financial goals and build a life that fits your values.

Get in touch and we can discuss the system that can help you move down a path to financial clarity and stability.

We begin with a focused approach to establish a personalized plan scaled to your needs, then move to ongoing periodic check-ins to help keep you on track and guide you through any challenges or adjustments.

Services Include:

●      Spending tracking

●      Debt payoff planning

●      Goal setting

●      Budgeting

Fine print: We only offer financial counseling, we do not sell or promote certain products or offer financial management, investment or planning services.  But we can help you find the right person to help you with those goals if that is part of your process.

Interested in Personal Financial Counseling?

 “Amy manages my husband’s business affairs, and when I needed help organizing and tracking our personal finances, she took the reins and went through everything quickly, setting up a system that I can manage. It’s so helpful to have a better sense of where we can save, and feel in charge of our financial future.”

- Winona Bateman