Financial Planning
Financial Planning Services
Planning for the future should feel exciting, not overwhelming. At Find Joy in Accounting, we’re here to help you map out a financial plan that supports your dreams and sets your business up for long-term success.
Why Financial Planning Matters
Whether you’re just starting out or you’ve been in business for years, having a solid financial plan is key to achieving your goals. But let’s face it—planning for the future can be daunting. That’s where we come in! Our team is here to guide you through the process, turning what feels like a chore into a clear, manageable path forward.
Our Financial Planning Services Include:
Goal Setting: We start by understanding your vision—what do you want to achieve, both personally and professionally? Together, we’ll set clear, realistic financial goals that align with your dreams.
Budgeting & Forecasting: We’ll help you create a budget that works for your business and plan for the future with accurate financial forecasts. This way, you’ll always know where you stand and where you’re headed.
Cash Flow Management: Keeping your cash flow steady is crucial to your success. We’ll work with you to develop strategies that ensure you have the funds you need when you need them.
Investment Planning: Whether you’re looking to reinvest in your business or diversify your portfolio, we’ll provide guidance to help you make smart, informed investment decisions.
Retirement & Exit Strategy Planning: It’s never too early to think about the future. We’ll help you plan for retirement or prepare for the eventual sale of your business, ensuring you’re set up for the next chapter of your life.
Why Find Joy in Accounting?
At Find Joy in Accounting, we’re not just about crunching numbers—we’re about helping you build the future you’ve always dreamed of. We take the time to get to know you and your business, so our financial planning services are tailored to your unique needs and aspirations.
Our approach is simple: we take the stress out of financial planning so you can focus on what brings you joy. With us by your side, you’ll have a partner who’s just as invested in your success as you are.
Let’s work together to create a financial plan that’s as inspiring as your dreams.
Schedule a Consultation
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Meet Sarah Carpenter
With 16 years of experience in the accounting field, I bring a wealth of knowledge and expertise to my clients. I earned my undergraduate degree from Mid-America Christian University (MACU) in 2018 and went on to receive my Master of Accounting (MAcC) degree in 2020. Throughout my career, I have held various roles, including AP clerk, Accounting Manager at an accounting firm, and Budget Director for a multi-million dollar company. Additionally, I have experience in the dental industry, which has enhanced my versatility and understanding of diverse financial landscapes.
My journey in accounting has been driven by a commitment to excellence and a passion for helping businesses achieve their financial goals. At Find Joy In Accounting, we are dedicated to providing top-notch accounting services and financial guidance to our clients. I am excited to embark on this new chapter, working with both new and long-standing clients to help them navigate their financial futures.
Outside of my professional life, I am a proud mother of two children and actively participate in their activities as a baseball and dance mom. My family is my greatest joy and inspiration, motivating me to maintain a balanced and fulfilling life.
Starting my own business was a bit overwhelming, but Sarah at Find Joy In Accounting made the process so much easier. She alleviated my fears about business finances and accounting, and her support has been invaluable. I couldn't have done it without her!
SHERRI P.
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Starting my own business was a bit overwhelming, but Sarah at Find Joy In Accounting made the process so much easier. She alleviated my fears about business finances and accounting, and her support has been invaluable. I couldn't have done it without her!
Sherri Paxton - Dental Ninja Pro
FAQS
What is the difference between bookkeeping and accounting?
Bookkeeping is the process of recording financial transactions and preparing financial reports. Accounting is a broader term that encompasses bookkeeping, as well as other tasks such as financial analysis, tax planning, and auditing.
What kind of businesses do you work with?
We work with a variety of small businesses, including restaurants, retail stores, professional services firms, and online businesses.
What are your qualifications and experience?
All of our bookkeepers are qualified and experienced professionals. They have the necessary training and experience to provide accurate and reliable bookkeeping services.
