Bookkeeper | Personal Finance Coach & Consultant

Bookkeeper | Personal Finance Coach & Consultant | Quickbooks

Jimmy Maravilla

Contact for pricing

About this service

Summary

I offer personalized bookkeeping and personal finance coaching to help individuals and small business owners gain control of their money, reduce stress, and build lasting financial confidence. What sets me apart is my ability to simplify complex financial concepts and create custom systems that align with each client’s goals and lifestyle, making finances approachable, not overwhelming. I don’t just manage the numbers; I empower you to understand and use them to your advantage.

Process

Client Journey: From Start to Finish

Discovery Call / Initial Consultation A free 15–30 minute call to understand your financial needs, challenges, and goals, and to see if we’re a good fit to work together.

Onboarding & Intake You complete a secure intake form and share relevant documents (e.g., bank statements, income/expense reports). We’ll clarify service scope, expectations, and sign an agreement.

Assessment & Goal Setting I review your current financial situation and we set clear, realistic goals—whether it's cleaning up your books, budgeting, saving, or debt management.

Custom Plan & System Setup I create a personalized action plan. For bookkeeping, this may include setting up or optimizing your accounting software (e.g., QuickBooks, Wave). For coaching, we’ll create a budget and structure your financial habits.

Ongoing Support & Sessions Weekly or biweekly coaching calls or monthly bookkeeping check-ins, with regular reports and updates. We adjust your plan as needed and track progress toward goals.

Review & Adjust Periodic reviews to evaluate success, refine strategies, and ensure you’re staying aligned with your long-term financial objectives.

Optional Long-Term Partnership Clients can continue with monthly support or transition to a self-managed system with the tools and confidence they’ve gained.

FAQs

What’s the difference between bookkeeping and personal finance coaching?
Bookkeeping focuses on tracking and organizing your financial transactions, mainly for business purposes, while personal finance coaching helps you manage your money habits, create budgets, pay off debt, and plan for your future.
2. Do I need to have a business to work with you?
Not at all. I work with both individuals and small business owners. Whether you want to organize personal finances or streamline your business books, I can help.
3. What tools or software do you use?
I work with popular tools like QuickBooks, Wave, Excel, and budgeting apps like YNAB, Rocket Money, Mint, depending on what suits your needs best.
4. Is my financial information kept confidential?
Absolutely. Your privacy and data security are a top priority. All information is handled securely and never shared without your consent.
5. How often do we meet?
It depends on the service. Coaching clients typically meet weekly or biweekly. Bookkeeping clients may have monthly or quarterly check-ins, depending on their volume and needs.
6. How long does it take to see results?
Most clients begin seeing clarity and progress within the first month. Long-term change depends on your goals and commitment to the process.
7. Can I get both services together?
Yes! Many clients benefit from a hybrid approach that includes both bookkeeping support and financial coaching.
8. What’s the cost?
Pricing varies based on your specific needs and the level of service. We'll discuss options during the discovery call so you get a custom quote.

What's included

Bookkeeping and/or Personal Finance Coaching
Providing clients with customized support to manage their finances effectively. Deliverables may include: Bookkeeping Services: Accurate recording and categorization of income and expenses, monthly financial reports (e.g., profit & loss, balance sheet), and account reconciliation to ensure financial clarity. Personal Finance Coaching: One-on-one sessions focused on budgeting, debt reduction strategies, savings goals, credit improvement, and financial planning tailored to the client’s lifestyle and objectives. Ongoing Support: Regular check-ins, goal tracking, and accountability to help clients stay on course and build long-term financial stability. All services are adapted to each client’s specific needs, whether they require hands-on bookkeeping help, financial education, or a combination of both.

Skills and tools

Accountant

Auditor

Bookkeeper