Bookkeeper | Personal Finance Coach & Consultant | Quickbooks
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About this service
Summary
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.
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