Added Impact Bookkeeping
Added Impact specializes in holistic financial health for the small business owner. We offer traditional accounting and bookkeeping services for small businesses, along with customized financial advising. But we believe every small business owner should thrive financially at work and at home.
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Bookkeeping Services
- Coding your income, expenses, assets, liabilities, equity according to accounting principles
- Monthly bank/credit card reconciliations
- Monthly financial reports
- Quarterly video financial reports to highlight trends, red flags, and recommendations
Accounts Receivables and Accounts Payable
- Invoice customers
- Records payments received
- Enter and pay bills (*requires Bill.com)
Financial Advising/CFO Services
Personal Money Coaching
- Identifying current challenges, goals, and future dreams
- We will dive into the nitty-gritty so we know exactly what you are spending versus what you need and want to spend.
- Develop a 90-day blueprint that includes a spend plan, eradicate debt, emergency savings fund, etc.
- Implementation with “homework”
- Accountability check-ins
- Develop a 12-month blueprint
- Future planning (e.g. college planning, home mortgage paid off, understand risks and insurance, saving for tax time, and retirement planning, as well as any personal long-term financial goals)
