WELCOME
Why plan, just react, most do? But a long term plan that is complete and monitored is comfort & control. I can help.
SERVICES
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
Retirement
It is complex and it is not just financial. A sounding board with actual experience can be helpful.
"Blending Experiences into Results"
Knowing and tracking cash in & out should be your #1 priority. Let me help with this critical element.
A bookkeeper that looks at every transaction like an owner has benefits. Consider something beyond just transaction processing.
Compare options in an orderly manner. A discipline that I can help you with.
Concepts / analysis / services include –
Cash flow, planning, workflow, cost benefit, retirement and bookkeeping.
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?)
- 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.