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Personal Finances & Budgeting

Financial Assessment

Love Bookkeeping wants to help you gain control of your personal finances.  We will undertake an initial assessment of your spending habits, based on previous periods.  

Budget & Financial Goal Plan

We will work with you to develop a realistic budget and plan to meet your financial goals.  We have to remind you that we are unable to provide any financial advise though, as we are not registered financial advisers.  

Cash Flow Forecast

We will prepare a cash flow forecast based on your budget and plan.

Software Training

As we will provide you with some accounting software, it is only fair that we provide you with some training on how to use it! You can then be the master of your own financial destiny!

Ongoing Review

Let us provide you with a quarterly review on how you are tracking with those budgets and goals.  This will keep you focused on the long-term plan.