BOOKKEEPING · BUSINESS ADVISORY · FINANCIAL COACHING
Understanding where your money goes is a powerful place to start. Get practical support for your business or personal finances—and a clearer plan for what comes next.
Spend with purpose. Save with a plan.
FOR YOUR BUSINESS
Running your business takes enough of your time. Get help managing the details and understanding what your numbers are telling you.
01 / ORGANIZE
Catch up, stay organized, and get a clearer picture of your income and expenses.
02 / UNDERSTAND
Turn financial reports into useful conversations about the decisions ahead.
03 / SIMPLIFY
Free up time with help handling the financial tasks that keep your business moving.
START WITH A CONVERSATION
Discuss your challenges, your goals, and where a closer review could help. We'll explain any paid work before you decide to move forward.
FOR YOUR PERSONAL FINANCES
Bills, unexpected expenses, and competing goals can make money feel overwhelming. Start by understanding your spending and building habits you can actually follow.
Request your free personal finance consultation ↗Organize expenses and recognize the patterns in your spending.
Create a workable budget and a clearer picture of upcoming bills.
Set realistic savings goals and build a plan to work toward them.
Coaching focuses on budgeting, spending, and financial organization. You stay in control of your accounts and money.
HOW IT WORKS
Start with a conversation about your challenges and what you want to improve.
We'll discuss the scope, pricing, and next steps so you can decide what fits.
Get practical support, clear explanations, and check-ins based on your service.
PERSONAL ATTENTION. PRACTICAL EXPERIENCE.
Dollars & Direction is led by Jason Howard, a QuickBooks Certified ProAdvisor with experience managing bookkeeping for a medical company and running a home care business.
That experience shapes a practical approach: organized records, understandable reports, and conversations about what matters to you. Home care agencies and other service-based businesses can get bookkeeping and advisory support tailored to their needs.
Whether you're managing a business or your household budget, the goal is the same: help you understand your money and take a clearer next step.
GOOD QUESTIONS
Yes. We can discuss catch-up and cleanup work, review what needs attention, and outline the scope and pricing before starting.
Yes. Services can be provided remotely, with meetings and document sharing arranged during onboarding.
No. The free consultation is a chance to discuss your needs and see whether the services are a good fit. There is no obligation to continue.
Budgeting, bill organization, spending patterns, savings goals, and practical money habits. Coaching does not include investment recommendations, tax preparation, or legal advice.
Pricing depends on the support you need, the condition of your records, and the work involved. We'll discuss a quote before you commit.
YOUR NEXT STEP STARTS HERE
Tell us what you want to improve. We'll talk through your options.
Choose the consultation that fits your needs. There is no obligation to continue.