Rooted in the basics to grow your success
Financial success doesn't come easily. Success means different things to different people and requires practical habits to build a core foundation of financial data that can be used for analysis, planning, insights and intelligent decision-making. Let Cool Oaks Consulting be your partner in creating every-day habits to help you understand where your money is going and how to take control of it.
| Are You: | Let Cool Oaks Consulting: |
|---|---|
| Overwhelmed by the complexity of corraling transactions across multiple bank accounts and credit cards? | Get you set up to use industry-leading tools to organize transactions and see how your money is used. |
| A family member trying to manage ongoing financial transactions for aging parents or grandparents? | Help you organize the finances, pay bills, and reconcile bank accounts. |
| A Gig worker who wants to focus on your talent instead of your finances? | Take time-consuming finacial tasks off your hands. |
| A small-business owner looking to outsource managing day-to-day or week-to-week tasks? | Help you get established on Quickbooks and develop habits to keep your books solid. |
| Planning to meet with a CPA, certified financial planner, or estate planner? | Organize your financial data to make the meeting run smoothly |