Jill and I are excited to launch our new company, At Home FinanceCare LLC. The name fits our focus on the personal financial side of life. While we’ve been helping small businesses for over 15 years with their accounting and operation needs, many of our clients have asked us to also take over managing their daily finances and other personal affairs.
We’ve found that people asked for help for several reasons:
- They are busy raising families and/or running a business and have no time to keep things properly in order
- The affairs generally involve a large trust with multiple assets and the finances are downright complex with all the various accounts
- It’s time to automate and use software like Quicken or QuickBooks to be more productive and these seems out of their comfort zone
- They’ve developed some health issues that make remembering what to do or even just writing out checks difficult
- The medical bills are out of control and need to be organized and reconciled (even though there is money to pay them!)
- The warning flag is waving to get their affairs and wishes properly documented so no one has a mess on their hands if something happens to them.
Yes, we see these same issues in many businesses. But in a business, there is more order and preparedness. Why is that? Is there more fear that the IRS will audit you so you’d better have your act together? Or that a business is supposed to be productive and organized to be effective? Or if your clients saw your mess they wouldn’t buy from you so there goes your livelihood?
Managing your life affairs can be complex and takes time, especially if you are already busy. I’m convinced though that if we treated our life more like a business, by putting some effective systems in place, we’d be less stressed and feel more in control.
The best place to start is with our finances. Actually, it is one of the easiest areas to systematize once you know how. Hopefully with better management controls and understanding of our money, we’ll have more of it in our lives.
Stick around with us as we share information with you about keeping your personal affairs in order. We’ll be sharing case studies, resources and our personal perspectives that have proven helpful to others.
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Have an effective day! We look forward to helping you establish peace and order in your financial house.
Debbie and Jill 😛
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