I can set-up a spreadsheet in Excel or Google Docs for better tracking cash flow or creating a budget for making specific goals a reality.  I can act as a monthly accountability buddy by phone for checking-in regarding specific saving/spending plans.  I can help set-up or familiarize you with Quicken or Quickbooks software.  I can be a compassionate listener regarding general financial challenges or specific small business challenges and help brainstorm solutions.  I work professionally as a Certified Bookkeeper and regularly use Excel, Google Sheets, Quickbooks Online to help my clients manage their finances. Some of these tools can work just as well for individuals wanting to feel at ease with money matters while working towards specific goals.