Robin G

Birdie Getz Financial

Business Services: We are the answer to your small business accounting financial needs. As a business owner, there are many aspects to keep your business running, and we are here to help with the accounting and financial side while you perfect your service/product. Your financials are a big part of keeping your business moving. Seeing your financials consistently helps you make informed decisions without the time commitment to prepare. We tailor our services to fit the needs of your business best, by providing accounting services, financial consulting, bookkeeping, training, procedures, and communicating with your tax accountant and auditors in all industries. Personal Services: We also provide unique and beneficial personal financial services, including personal bookkeeping, money coaching, and financial organizing. Just like in business, there are many things to balance in our personal lives, and money is a big part of our lives. Being able to see a snapshot of all your income and expenses categorized can help you make informed decisions. We focus on tailoring your books to your needs down to the chart of accounts. Services can include budgeting/forecasting, personal bookkeeping, and personal financial consulting/organizing. Money coaching helps build your money confidence by understanding your money story, identifying your money distractions and blocks, and implementing small changes to improve your money habits and achieve your financial goals. "The Personal Financial Organizer," which was launched in January 2022. It is a tool to give you a full 360-degree view of your financial life in a year. Each month, a financial-related topic will be discussed to help you make the best financial decisions. The topics are a broad overview of items that can help keep your personal financing in order while manageable for you.