FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are dedicated to making our personal finance services affordable. We believe that to support our clients’ success, our services must be accessible. Our team is committed to helping these services fit within your budget. - Bookkeeping Services: We offer a free 30-minute discovery call to assess your specific needs. Our monthly fees range from $350 to $600, based on the scope of services required. - Daily Money Management Services: A free 30-minute discovery call and a one-time onboarding fee is applied, followed by a monthly rate tailored to each client’s needs. A summary of these services is available on the “Financial Services” page of our website. - Financial Literacy Training: Pricing depends on group size, training duration, and topics selected. One-on-one sessions are also available, and we aim to be flexible with fees. Please reach out with any questions.
- What is your typical process for working with a new customer?
When working with a new customer, we begin with an initial consultation to understand their specific financial needs and goals. This usually involves a free 30-minute discovery call to assess their current financial situation, outline the scope of services, and discuss how we can best support them, whether through bookkeeping, daily money management, or financial literacy training. Once we've agreed on the scope, we develop a customized plan that details the services, timelines, and deliverables. For new clients needing daily money management or personal bookkeeping, we may start with an onboarding session to organize their financial documents, set up systems for tracking expenses, and implement any necessary automation for bill payments. As we proceed, we maintain regular communication to review progress, answer questions, and adapt our approach as their needs evolve. Our goal is to build a collaborative relationship where clients feel supported and empowered to achieve their financial goals efficiently and sustainably.
- What education and/or training do you have that relates to your work?
Aloyo holds a Bachelor's degree in Healthcare Administration/Management, with a focus on finance and management. She is a Certified QuickBooks ProAdvisor, a Financial Literacy Instructor, and is currently pursuing a Master's degree in Accounting.