Keeping the numbers is tending the soil of your finances.
We offer bookkeeping as a service because it’s a lot like gardening — the dirtiest work and heavy lifting can be hired out.
Keeping the numbers lets you not only reconcile your bank accounts, but also reconciles you to your goals. There are certain things you can learn only through accurate feedback. While feelings are the “hidden” part of financial coaching, numbers are the visible facts.
Whether you keep your numbers, or we keep them for you, each time I meet with you, we’ll need:
an accurate monthly cash flow — also called an income statement or profit & loss (P&L)
a current balance sheet or net worth statement
These are tried-and-true tools we use to work with you. I recommend these tools so often that I am an affiliate for some of them.
Mint.com — A free tool to keep track of your net worth online. Works well for personal finance.
QuickBooks — If you’re an independent professional or run a small business, I recommend QuickBooks. There’s nothing better in the marketplace at that price point. My experience shows that a full desktop version is far superior to Intuit’s online version.