Build a plan for your family’s money and budget
Years of running an accounting practice taught me many families need help building basic budgeting tools.
My goal is to help you with budgeting your cash flows.
I have years of experience with family budgets and cash flow planning. Understanding your income and expenses reduces financial stress and worries.
I am a retired CPA with experience in financial matters for a variety of clients.
Your personal cash flow planning may involve a listing summarizing your expected monthly income and expenses. I can help you set this up. With this information organized, you will understand your money in detail. Knowing where cash is coming from and going to helps anyone feel more secure about their family’s finances and future - including you.
For clients that need bookkeeping and payroll services I can provide those as well.
Knowing your monthly cash flow can also help you know what you will owe during tax season.
I’m not a practicing CPA nor am I an investment expert. I am an advisor who can assist you with planning your personal finances.
Schedule a time with me
Ready to take control of your financial future? Book an appointment today and let me help you create a personalized strategy that aligns with your goals and dreams.
After you book an appointment, I will set up a Zoom call slightly before the time you have reserved.
Client - Portland, OR
“John has helped us with our budgeting, enabling me to better understand our personal cash flows.”
Client - New Business