Our services
Bookkeeping
Wouldn’t it be nice to have more time to do the things you love to do? Would you love to know where your money is going each month? Do you want help eliminating debt and setting up a budget? Well, you can have ALL of that! My services include:
Downloading all of your financial transactions (business and/or personal) each month.
Enter all transactions into a QuickBooks file.
Reconcile statements each month.
Scan & email a monthly Profit & Loss Statement that shows exactly where your money went and also gives you a financial picture of growth.
Strategic Coaching
Wealth Coach
We all start somewhere when it comes to understanding how to plan for a strong financial future. Wouldn’t it be nice to have a friendly guide to help with financial planning, budgeting, saving, and investing? I’m here to help!
Real Estate Services
Specializing in the Silicon Valley and Bay Area, my team and I are ready to help you find your dream home or find a buyer for your current home.