Other personal finance sites offer tons of information including related articles and blogs. However, most of these sites may create too much noise where you can still be left confused or the information provided only covers the big picture.

For all of our services, we look at the full picture, not just the big picture. We focus on your financials only, understand the situation, determine a detail solution, and develop a plan that you can use for future purposes. We will walk you through the plan and explain the most complicated finance or accounting terms that you may understand.

Currently, most of these services do not allow for you to include all of your accounts including investments accounts such as stocks, stock options, mutual funds, from your personal or 401K retirement plan, or owned property or property used for investments, and so on. This provides you with inaccurate information as it does not show you the full snapshot of your financials. You need to understand all of your accounts as well as their features allowing for you to better utilize your money and for you to build your Net Worth.

In most cases, we went through what you are currently going through or what you plan to go through. In every persons life, you normally go through the same life changing events including attend college, get married, purchase a home, pursue an advanced degree, raise a family, saving for your childrens college education, and retire with a nice nest egg. I did not even mention about consumer credit card debt. Do you not use your credit cards at all? Lets face it, everything costs money and nothing is free.

Making a poor financial decision can cost you hundreds, if not thousands and even tens of thousands of dollars. You made a poor decision and you didnt even know it until you find out years later. Based on our previous experiences, what we find most hazardous is not having knowledge of something that would greatly benefit you the most.

On the same note, did you know that you can save hundreds if not thousands and even tens of thousands if you plan ahead? You can.

We are not certified financial planners or investment advisors, however, we also do not overcharge our customers. We offer sound professional advice tailored to suit your financial needs. Most professional services do not list their prices online and state that its different for everyone based on the situation. We charge at an hourly rate and at an affordable price. Most charge commission fees, we do not. Certain companies charge monthly, we do not. Hourly rate, period. No hidden costs. Before we work on your application, we will provide you with a final quote after assessing all of the information you have submitted.

Yes, we create the business Profit & Loss, Balance Sheet, and Cash Flow Statement based on financials submitted for small businesses only. If you have an existing business and not sure how to create financial reports, we can help you create them. We would require for you to send us a copy of the Chart of Accounts and the Trial Balance with all of the financial data. We would need to know the financial software or application you are currently using for General Ledger and for financial reporting purposes. We also offer consultation services providing financial analysis and expense reduction suggestions.

We are proficient in the following software and applications: Microsoft Dynamics Great Plains, XL Reporter, QuickBooks, Salesforce, Cognos, AXS-One, BudProd, Essbase, Presbuilder, and PeopleSoft. All reports will be created for your business using Microsoft Excel.

Based on the application you have filled out, if we believe we cannot provide you with the best possible solution, we will not accept the application. If we have questions requesting for further detail, we will ask you for them instead of basing on our assumptions. We only accept clients that we know we can help and offer the best solutions possible.

Yes, we offer package deals. For instance, if you have a personal finance question and an accounting question, we may charge you for only one hour only if the total combined time is one hour or less. You will not be charged for two hours for each service.

Yes, we plan on implementing new tools in 2012. Some of these tools for users include the following:

- Create financial reports where you can view online instantaneously

- Download information directly from financial institutions without storing usernames or passwords

- Upload information directly to our website and the financial reports will update automatically

- We provide suggestions based on your financial information using prepopulated formulas and ratios calculations

- Create custom reports to meet your financial reporting needs