Services
Listed below are a sampling of every-day services.
If there is an area that you need help with, please Schedule a Meeting to discuss your specific situation.
Personal Financial Coaching Services
Assist with developing a personal budget each month.
Analyze budget items for cost savings.
Assist with creating a path to debt freedom and reaching your financial goals.
Provide accountability in following Dave Ramsey’s 7 Baby Steps.
“We started working with Cathy Gee shortly after the birth of our son. Cathy helped create a budget that worked for a growing family, who liked to eat out once a week, go on day trips and also had student debt to pay off. After 18 months, we paid off over $80,000 in debt on top of paying off a car loan! Cathy has set up our family to be financially stable and not rely on credit to accomplish home projects or vacations. We are indebted to her life lessons!” ~ Jennifer
Tax Services
Individual tax return preparation
Business tax return preparation for small and micro-businesses
Tax planning
Quarterly estimated tax payment calculation and preparation
Form 1099 analysis and return preparation
Assist with IRS notices
Mid-year tax check-up. Make sure you do not owe the IRS on April 15th.
Bookkeeping - Monthly Services
Record company transactions
Reconcile monthly bank statement(s)
Reconcile monthly credit card statement(s)
Record and reconcile payroll
Provide financial reports (monthly, quarterly, year-end)
Analyze the company’s monthly budget vs actual
Provide cost savings analysis
Bookkeeping - Consulting Services
Initial set-up of the accounting software and creation of the chart of accounts so you are starting off on a solid foundation.
Streamline the chart of accounts so you have the data that you need in order to make wise business decisions.
Clean up the accounting software of any mistakes and provide training to avoid future ones.
Help business owners who have fallen behind on recording their business transactions get caught up and up to date.