Bookkeeping · Budgeting · Advisory · YNAB Certified Coaching

858-239-3007 monika@northstarfinancialsolutionsllc.com

Now is the perfect time to get your financial ducks in order for the start of a New Year!Now is the perfect time to get your financial ducks in order for the start of a New Year!

PUTTING ALL THE PIECES TOGETHER

Beyond Bookkeeping & Budgeting

Education builds awareness. Awareness nurtures intention. Intention fuels action. Action creates results.

Bookkeeping 101

Accounting 101

Taxes 101

Financial Literacy 101

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Beyond Bookkeeping & Budgeting

Bookkeeping 101

What is bookkeeping?

What is the difference between bookkeeping and accounting?

What records do I need to keep for my business?

How often should bookkeeping be done?

Accounting 101

What is the difference between cash and accrual accounting?

What are the main financial statements and reports I should know about?

What is the purpose of accounting?

What is the purpose of budgeting?

What is the purpose of advisory?

Taxes 101

What is the difference between tax resolution, tax preparation and tax planning?

What is the difference between a CPA and an EA?

What is the difference between a 1099 and a W-2?

What is a year-end tax preparer package?

What are the different tax entity structures, forms & deadlines?

What are estimated taxes?

Financial Literacy 101

The First Step - Mindset

The Second Step - Due Diligence

The Third Step - Critical Thinking

The Fourth Step - Learning

The Fifth Step - Alignment

Still have questions?