Personal Solutions

Personal Accounting Solutions

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Many people feel that accounting is only for business.  The root meaning in accounting is to account for or to be accountable.  Getting money management under control helps us to feel like we are good masters of our lives.  Our choices today can impact our future wealth. Our money management skills and choices can impact us negatively as well as our children or other dependents. 

“How can an accountant help you with your money management?”

“We help with tax planning, money management, debt elimination, budgeting, and forecasting.”

Did you know budgeting is not meant to suck the joy out of your life?  Instead,  the purpose of budgeting is to help us understand how to best spend our money.  I know we may want everything but I find more benefit in the things that maximize peace and create less stress.  A budget helps me to make the best choices for me and my family and doesn't always limit my choices.

Life events impact our spending as well such as taxes and our budget. 

 Noel and Grammy Y 1052017Tax Planning Life Changes include:

  • Having a New Baby
  • Moving State to State
  • Death in the Family
  • Marriage or Divorce
  • Receive a large amount of "Extra" money
  • Debt forgiveness
  • New Dependent - Did a parent or child move in or out
  • Large Purchase or Sell ( Like a Home or Boat)
  • Employee out of pocket expenses
  • Retired
  • Retirment fund Management.
  • Investment or would like to Invest
  • Benefit Management
  • Starting a Business
  • Closing a Business
  • Multiple Streams of Income or Businesses
  • Investments
  • and many many more!  Tax Planning prepares you for next tax season.


I like having an idea of how to guide my spending and income.  I am better prepared for future events and I feel less like a moving target.  Do you ever feel like you have a hole in your pocket or pocketbook?  I did and I can share with you how to turn that around in your life as well. 


Let's talk:  Hop over to the contact me page or during normal business hours hop on a live chat.