General
Q: Who is MoneyCares Consulting for?
A: We support small business owners, solopreneurs, and creatives who are ready to take control of their finances. Whether you're just getting started or growing steadily, we’re here to help you feel more confident and in control.
Q: What makes MoneyCares different?
A: We combine financial expertise with a caring, personalized approach. You’re not just another spreadsheet — we genuinely care about your goals and peace of mind. And while we don’t file taxes, we make sure your books are clean, organized, and CPA-ready when tax time comes around.
Q: How do we communicate?
A: We use email and secure portals for document sharing. For meetings, we schedule Zoom calls or phone check-ins depending on your preferences.
Bookkeeping Services
Q: What’s included in your bookkeeping packages?
A: Our packages include transaction categorization, bank and credit card reconciliations, monthly financial statements, and quarterly check-ins. Services are tailored based on your business needs and transaction volume.
Q: Do you work with QuickBooks/Xero?
A: Yes! We primarily use QuickBooks Online but are happy to discuss other platforms if you have something different in place.
Q: Can you clean up past bookkeeping?
A: Absolutely. We offer clean-up and catch-up services to get your books accurate and up to date, no matter how far behind you feel.
Fractional CFO Advisory Services
Q: What does CFO support include?
A: Our CFO services include cash flow forecasting, budgeting, financial strategy, and performance tracking. It’s perfect for business owners who want to make data-driven decisions with confidence.
Q: How often do we meet?
A: Most clients choose monthly or quarterly strategy sessions, but we can customize the cadence based on your goals and business complexity.
Personal Finance Help
Q: Can you help me with personal budgeting and money management?
A: Yes! We offer 1:1 support for budgeting, debt payoff strategies, savings plans, and improving your relationship with money — especially helpful for entrepreneurs managing both business and personal finances.
Q: Do you give investment advice?
A: We do not offer investment or retirement advice, but we’ll help you organize your finances so you can confidently work with an advisor if that’s your next step.
Getting Started & Pricing
Q: How do I get started?
A: Book a free discovery call below so we can learn more about your needs, answer your questions, and recommend the best package for you.
Q: How do you price your services?
A: Bookkeeping and CFO services are priced as flat monthly fees based on transaction volume and complexity. Personal finance help is available as single sessions or packages — we’ll outline everything clearly during your discovery call.