Creating Healthy Financial Habits
Would you like to:
- Feel more confident and relaxed and even happy about money?
- Have a deep understanding of what money means to you?
- Know that your money is doing what you want it to?
Come to the 6 week intensive, starting THursday 9/29/11 in San Francisco. Click for more details!
Four exceptional skill sets:
Bookkeeping Service
Accounting Consulting
Values Alignment: Walking Your Talk
Financial Coaching
The mission of our work is to help our clients use their resources in alignment with their values to accomplish their goals and dreams. To that end, we use the quadruple bottom line: purpose, people, planet, profits.
Full Charge Bookkeeping
Covering all bases from entry of bills and reconciling accounts to generating customer invoices, payroll, and provide up to date financial statements. Including
- Income Statements (Profit & Loss)
- Balance sheet
- Petty cash management
- Asset management
- Contract management
- Loan management
- Bank and credit card reconciliations
- Accounts payable
- Accounts receivable
- Payroll services including payroll reporting
Accounting Consulting
Does your bookkeeping not quite work? Do you want fix something in your QuickBooks or Quicken program? Do you need your accounts set up? Have you never had a bookkeeper and are terrified? Get in touch for free half hour phone assessment!
- Set up QuickBooks or Quicken
- Set up filing systems
- Reviewing QuickBooks files
- Changing or upgrading systems
- Refining existing systems
- Chart of Accounts revisions
Values Alignment in Accounting
Walking your talk aka Values Alignment is about creating clarity in your mission statements, documents, marketing, and business practices about what you intend. In other words, are you doing what you say you want to be doing? How well and how often?
It includes:
- Discovery and analysis of inconsistencies in mission statements, visions, business plans, financials, and business practices as well as talking to the people in the organization who do or do not do those practices.
- Visioning and clarity about what you really want to be doing if it’s different from the practices and statements at hand.
- A gap analysis about how to get where you want to go and
- Support in getting there.
Financial Coaching
This is a specialty of our founder, Briana Cavanaugh. She works with you to help you integrate what you know (or want to know) about money with what’s actually happening in your life. This work has both practical as well as emotional pieces to it. It’s about uncovering your stories and ideas about who you are and what money means to you. We create a vision of where you want to be, figure out how that’s different from where you are and map a course to get you there.
Contact us:Send us email!