Your Financial Journey, Our Shared Mission
Our mission is to help people gain control of their finances and make real progress toward their goals. We want to do more than just provide awareness; we want to be your partner in building a stronger financial future.
Our Story
Our firm was founded on a simple principle: everyone deserves to feel confident about their finances. We saw that many people and business owners are passionate about their work, but often feel overwhelmed by the numbers. Our goal is to empower you to focus on what you do best. We handle the numbers so you can focus on your work. We are dedicated to building a genuine relationship with every client and becoming a dedicated helper in your financial journey.
Our Services
For Small Businesses: Bookkeeping Services
We handle the financial details so you can focus on running your business. Our services include:
Full-Service Monthly Bookkeeping
Dual-entry accounting on an accrual basis (no payroll).
Accounts Payable & Receivable
Managing your money coming in and going out.
Vendor Management
Keeping track of your vendor relationships.
Financial Reporting
Providing you with clear, detailed reports so you always know where your business stands.
Bank Reconciliation
We take the stress out of reconciling your bank accounts, ensuring your books are always accurate and you have a clear picture of your cash flow.
For Individuals: Financial Coaching
We help you take control of your personal finances and get on the right track toward your goals. Our four-step process includes:
The Financial Foundations Jumpstart
We will help you build a personalized system to gain a clear picture of your finances. This program is designed to create lasting financial habits so you can build the future you want.
The Debt Free Program
This program is a focused, hands-on roadmap designed to help you build momentum and become completely debt-free.
The Financial Health Checkup
We will give you a powerful snapshot of your current finances and a simple, actionable plan you can start using right away.
The Monthly Accountability Checkup
This plan offers ongoing support to help you stay focused on your financial goals and protect the progress you have already made.
Our Commitment
We are committed to helping you not only get your finances under control but also to set ambitious goals and make strides toward them. We’re not just here to look at your money. We’re here to help you grow it.
Frequently Asked Questions
Do you offer a free consultation?
We are always happy to schedule a free discovery call. It’s a great way for us to get to know each other, discuss your specific situation, and see if we would be a good fit to help you.
How do you charge for your services?
Our pricing is transparent and depends on the specific services you need. We will provide you with a clear fee structure during our first meeting, so you will always know what to expect. For a detailed breakdown, you can view our full pricing guide here [Link to pricing page later].
What makes you different from a large firm?
Our biggest difference is our personal commitment. As a small firm, we work directly with you. You’re not just a number, and your financial plan isn’t a one-size-fits-all solution. Our focus is on providing detailed, responsive, and truly personalized guidance.
Partner with FinelyFi Today
Discover personalized financial guidance that empowers your growth and success.