Who needs a financial concierge? People who want peace in their life!
I think we’ve all been befuddled at some point or other, but it’s never worse than when it’s in an unfamiliar city. Luckily, most hotels have a concierge who will do whatever it takes to help you. So then what is a financial concierge? Like a hotel concierge, a...
If You Plan on Spending, You Need a Spending Plan
We’ve all messed up on diets, we’ve all skipped a month (or two) at the gym. In one way or another, sometimes after way more than two months, we eventually learn that we haven’t ruined anything by not sticking to our original plan. We just need to get back on track...Pull Yourself Out of the Work Zone and into Your CPA’s Office
Despite the warm temperatures, if you look closely, you’ll see that some of the leaves are beginning to change colors and some are even falling. Soon, the air will catch up and cool down. With Labor Day over and the school busses on the streets, I’m...Separation of Business and Personal
A lot of new business owners commingle their personal finances with those of their businesses. That’s okay…if you’re a bookkeeper. If you’re not keeping categories and reconciling your bank accounts, it may prove difficult. A lot of stakeholders in...
Celebrating 27 years in business helping people stay financially organized
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