Your calling is important enough to take your own money and your business money seriously. But that doesn’t mean doing it on your own or having to learn it the hard way. I’m here to support you whether your business is just a dream, just starting out or needs CFO-level help to keep thriving.
Help your clients be amazing…
I work with individuals to create a solid plan for managing their money day-to-day and keeps immaculate books for their business and life. I help them take the guesswork out of where they stand financially so they can make great choices with their money. By learning to be more engaged in their money management it naturally leads them to want to invest in their future, which means they will be a better client for you.
Financial Professionals Are My Valued Partners
What makes you a valuable partner is that you can help clients who have money to invest, taxes to file, and estates to manage. As a money coach and bookkeeper I work with clients to find money and partner with advisors, planners, tax preparers, insurance agents and other professionals to use it to create an abundant life and business with a solid future.
When your Client Needs a Money Coach/Bookkeeper
They need a proficient bookkeeper who will help them understand their numbers
They’re struggling through a difficult season of their life
They’re not sure how they spend their money
Credit Cards or Loans are holding them back from their goals
They make low or no contributions to savings, investments or retirement compared to what they earn
They take early distributions or unplanned withdrawals from retirement and other investments
They receive unexpected funds like a bonus, raise, tax refund, gift, etc. and you never see it
They believe they’ll never be able to afford to do the things that would make them truly happy
The Benefits of Working with Amber Pietrangelo
More accurate financial reports
Clients will have more assets under management
Higher conversion rate
Higher engagement from your clients about their financial future
Clients will “find” more money for their goals as we find ways to reduce their expenses