Accounting Services for Individuals
Managing your family finances can be stressful - making sure the cash will be there through the month when you need it, covering those unexpected whammies, and still having enough to think of your future. We are ready to help you get rid of the stress. We are here to help you plan a workable monthly plan, get ahead of those emergencies and put steps in place to reach your financial goals. Our financial consulting services include retirement funding/budgeting, tax and financial forecasting, personal debt and budget coaching and more.
Whatever the state of the economy, we are deeply concerned about the personal financial status of our clients. To help you invest wisely, put aside what you’ll need for retirement, plan cash flow for small business, keep yourself out of debt, and forecast tax scenarios, we welcome and encourage year-round communication and education.
Personal Financial Coaching
What is it that you want from your money? Whether it's conquering debt, organizing a plan that you're comfortable with, brainstorming for the steps you need to reach your saving goals, or just looking for better tools to implement the plan you already have in place, hiring a coach can be the answer to keeping you moving forward - checking off each goal as you accomplish them and removing financial stress from your life.
Tax and Financial Forecasting
We review your current situation, in the context of the prior year and work through scenarios to give you a plan and range of outcomes - for both your small business and/or personal tax areas.
Investment and Retirement Consulting
Are there questions about investing and tax consequences? Maybe how to fund retirement or how much income will be needed in retirement? Social Security and IRA questions that need to be answered before making a financial move? Please ask questions ahead of making large financial decisions. We will answer your questions and help keep financial surprises from popping up later.
