WELCOME

Concepts / analysis / services include –   

Cash flow, planning, workflow, cost benefit, retirement and bookkeeping.

"Blending Experiences into Results"

Bookkeeping

A bookkeeper that looks at every transaction like an owner has benefits. Consider something beyond just transaction processing. 

Workflow

Sometimes all it takes is a new set of eyes and maybe a subtle change or two.  Let's look at this together.

MORE - About SERVICES 



  • In most households and small businesses one individual is in charge and that individual is expected to perform all tasks and make all decisions to manage that entity throughout its lifetime.
  • Events tend to drive decisions and, in many cases, integration of the entire entity does not occur.
  • Reliable sounding boards are rarely available to test options.


Consider the value that the "experience asset" brings to each problem that requires a solution.

Make Kitchen Table CFO a member of your Team.



Planning

Why plan, just react, most do?  But a long term plan that is complete and monitored is comfort & control.  I can help. 

Cost benefit

Compare options in an orderly manner.  A discipline that I can help you with. 

Retirement

It is complex and it is not just financial. A sounding board with actual experience can be helpful.

SERVICES

Cash flow

Knowing and tracking cash in & out should be your #1 priority.  Let me help with this critical element.

A freelance (project oriented) service that provides problem solving techniques to maintain or improve sustainability; support services that help evaluate & understand options -- with a strong focus on long term cash flow.(Wouldn’t it be nice to have a CFO available to sit with you, at your “kitchen table”, to discuss household and business questions and therefore proactively help to manage life’s choices?)