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Available Services

My Money Relationship

The “Your Relationship with Money” private program will transform your relationship with money

 

Work through family dynamics, values, and beliefs and discover how you can immediately improve the way you manage your finances.

 

This personalized program is for you if you:

  • Have a high income, but are living paycheck to paycheck

  • Have recently gone through a divorce

  • Have a spending problem that you’re ready to overcome

  • Never had anyone teach you how to manage your money

  • Are ready to get control of your money

 

5 Private Sessions with Karla

This program has a workbook that contains homework to be done between sessions.

 

$475 - Contact Karla to Schedule

QuickBooks Management

For Small Businesses and Nonprofits:

 

Startup

QuickBooks setup

Quickbooks training

 

Triage

Systems assessment

QuickBooks cleanup

Contact Karla using the form below to discuss.

Virtual CFO Services

  • Budget creation and cash flow planning

  • Monthly closing process

  • Financial statements creation and analysis

  • Nonprofit audit preparation and facilitator with third-party auditors

 

Contact Karla using the form below to discuss.

Contact

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Values Based Finances

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