We can help you to track where your money is coming and going so you can take the mystery out of your finances, and put yourself on a path of dealing with your money consciously. Our value-centered bookkeeping will teach you how to get into the habit of monitoring your finances day-to-day, week-to-week, and month-to-month through the use of Mint, Quicken and Quickbooks.
We will also help you to identify your life values, and to restructure how you think of your monthly payments in a way that will empower you on your journey. You will begin to live your life in alignment with your life goals, so that your unconscious spending habits stop working against your larger life purpose.
We will guide you in setting up the kinds of software you will need, and train you how to use them. We will help you create new patterns and habits in your day-to-day life — we know how hard a new practice can be, and this is no different. We know the likely challenges you will face (practical, emotional, and psychological) and can help you to move through them.
Through Conscious Bookkeeping training, you will:
Learn to use Mint, Quicken and Quickbooks to track and monitor your finances
Identify your life values and rename your categories to reflect this, so that “rent” could become “home” and “food” could become “nourishment”, etc.
Learn how to understand and review your data
And begin to identify patterns (positive & negative) in your earning and spending
See how your finances might be working against your values
Be mentored in creating new daily, weekly, and monthly habits
Become fully conscious of exactly where your money goes & start to plan out your lifestyle monthly and yearly
Bookkeeping Training Packages: (6 one hour sessions per package)
Personal and/or Business Bookkeeping Training= $650.00
(If you need to work out a monthly payment plan for this, please Contact Bari)
To
sign up for a free Intake Session so that Bari can assess your
needs and set you up with the appropriate service and team member,
click on the "Book Now" button below and schedule a time for yourself in the available openings.
Bari is available on Tuesdays and Thursdays from 10:00 - 2:30 Mountain Time each week.