BEGIN YOUR JOURNEY of financial empowerment.

Budget analysis

Did you purchase the Zero Balance Calendar Budget but aren’t sure where to start when budgeting your expenses?

I can help!

By analyzing your bank statements, I will put together a detailed report of your current spending habits that will include suggestions for your spending, and a custom-made budget that will encompass your savings goals, altogether for an easy-to-follow path to financial wellness.


Membership

The only way that a budget will actually work for you, is if you review it often to make sure if you’re on track. If financial wellness is your goal sign up for a Stay Accountable membership!

This service will include a quarterly budget analysis, each with a 1-on-1 meeting and a free gift!


Lower your yearly tax bill by keeping your company finances in order. Let me help you by accurately organizing and categorizing transactions, reconciling bank statements and creating financial statements that are tax accountant approved.

bookkeeping

“more important than the how we achieve financial freedom is the why. find your reasons why you want to be free...”

Robert Kiyosaki