Financial Empowerment Services

Helping small businesses and families achieve financial clarity, confidence, and purpose through personalized support.

📋 Bookkeeping & Accounting for Small Businesses

• Transaction recording & categorization in Quickbooks Online

• Bank & credit card reconciliation

• General ledger & month-end close

• Financial statement preparation

• Regular meetings

• Add-on services: Full Cycle Accounting, including accounts payable & receivable management

• Add-on services: Fractional CFO

• You decide service frequency (monthly, quarterly, etc.)

📋 Money Coaching for Families and Individuals

• Household transactions recording & categorization in Quickboooks Online

• Spending reports per category

• Financial goals and budget setup

• Budget versus actual analysis

• Monies separation between personal and business, if applicable

• Regular meetings

• You decide service frequency (monthly, quarterly, etc.)