Contact - Personal & Business Finances

Looking forward to chatting about your goals for tracking your finances and to see if we might be a good fit for one another!

Can’t wait to talk!

First, check out these frequently asked questions - it will save us both time

Question
Answer

Pricing is the same for both personal and business needs. There are a lot of variables that determine pricing, some examples are:

- how many bank accounts you have (savings, checking, credit cards, loans, etc.), and the volume of transactions in these accounts
- if you need receipt and other document tracking
- if you will need accounts reconciled (a for sure yes for businesses)
- if we need to import further details from other systems for tracking income or expenses better
- the history you want analyzed (some people want 2 years, others want only the last month)
- any extra analyses you want done

Set-up/DIY + Consulting projects start at $500.
Monthly Ongoing Full Services average $250. 
Historical Cleanups (think 6 months - 1.5 years) average $1,000 - $3,000

What Kinds of Businesses Do You Work with?

How do I know my Financial Information is Safe and Secure?

How Long Does A Project Take?

What’s your Pricing for Services?

This is also variable again depending on your situation. One thing that is within your control that greatly speeds up projects is if you can keep up communication within 1-3 days when I send you outstanding questions/to-do list items (going MIA for 1-2+ weeks puts the project at a stand-still and on my backburner). On average, expect:

- Set-up projects to take 2-4 weeks
- Clean-up and historical projects to take 4-10 weeks
- Consulting and DIY Training to take 2-4 weeks (plus some follow up scheduled 1-2x following 1-3 months)

What Kinds of Businesses Do You Work with?

How do I know my Financial Information is Safe and Secure?

How Long Does A Project Take?

What’s your Pricing for Services?

The program we use, TillerHQ, only gives access to bank account logins to you, the account owner. I will never request, nor should you ever share, these logins with me - so basically, I will only ever have read-only access to your financials, not access to your funds.

Additionally, the program we use has bank-grade 256-bit AES encryption. It is a paid service ($80 annual charge post 2 month free trial) that does not sell your data.

Lastly, I never share your personal financial information with anyone - that’s between you, me, and the spreadsheet (I include a Non-Disclosure Clause in my contract).

What Kinds of Businesses Do You Work with?

How do I know my Financial Information is Safe and Secure?

How Long Does A Project Take?

What’s your Pricing for Services?

I typically work with individual service-based businesses like consultants, therapists, coaches, simple rental properties, etc, who are structured as a sole proprietor or single member LLC. The program we use is not built for super robust accounting needs like inventory tracking, construction, corporations and businesses with employees, etc. 

What Kinds of Businesses Do You Work with?

How do I know my Financial Information is Safe and Secure?

How Long Does A Project Take?

What’s your Pricing for Services?

Send me a message!

thank you!
I Will get back to you as soon as possible.

You’ll hear back from me within 3 business days, Monday through Friday.

The best way to reach out is by filling the form below, but you can also email me at:

Kirsti@personalandbusinessfinances.com

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