MoneyWise Books

MoneyWise Books

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Bookkeeping services - I manage the books so you don't have to. Timely reporting and advice to strengthen your business.

I use automation and my expertise to take care or your bookkeeping and allow you to manage your business.

Are Love and Money Related? 03/08/2022

Being good with your money IS good for love too.

Are Love and Money Related? Love and money seem like different pursuits on the surface, but the money and love relationship correlation is clear if you dig deeper. As one of the most trusted names in finance, we help support your financial health and reduce the stress you and your partner face when dealing with money. What’s...

Working From Home? Can You Deduct It? 02/24/2022

Be careful on home office deduction.

Working From Home? Can You Deduct It? Learn who can deduct expenses for the business use of a home, the forms used, which expenses are allowable, and how to claim the deduction.

How to Manage Money as a Couple: Home Budgeting Systems That Work 02/01/2022

Spend this month building a spending plan and discussing the ten questions.

How to Manage Money as a Couple: Home Budgeting Systems That Work When it comes to relationships, money isn't usually the best topic for a first date. But, as things get more serious, couples eventually need to decide when and how to merge their finances after marriage. In fact, many couples start planning their joint financial future before they say, “I do.” ...

Do You and Your Clients Know About "my Social Security"? 01/26/2022

Check you account annually to see if it's all current. I also like to add up all my years income to see that number!

Do You and Your Clients Know About "my Social Security"? Learn more about how you and your clients can - and should - review social security earnings and understand estimated monthly benefits at retirement. 

Working From Home? Can You Deduct It? 01/20/2022

This can be confusing so talk with your tax preparer if you have questions.

Working From Home? Can You Deduct It? Learn who can deduct expenses for the business use of a home, the forms used, which expenses are allowable, and how to claim the deduction.

Attend this Jan. 21 webinar to learn how the City's Financial Empowerment Center can improve your financial health - City Express 01/20/2022

Take advantage of this free resource to strengthen your finances.

Attend this Jan. 21 webinar to learn how the City's Financial Empowerment Center can improve your financial health - City Express Join the City of Sacramento’s Financial Empowerment Center (FEC) on a webinar at 2:30 p.m. Friday, Jan. 21, to learn about free, professional one-on-one financial coaching. This financial coaching is designed to support local residents in building long-term financial health through reducing debt, ...

Document What I Do - I HAVE NO TIME! 01/14/2022

I have documentation for each client and offer it as an extra service if they'd like formal copies.

Document What I Do - I HAVE NO TIME! Documenting your bookkeeping processes may seem like a daunting process that you don't have time for, but you must start doing it. Learn why and how.

Student loan relief was extended during COVID. Sacramentans brace for payments to restart 01/13/2022

Don't count on loan forgiveness. Start saving to get that student loan paid off.

Student loan relief was extended during COVID. Sacramentans brace for payments to restart Jan. 13—When Amanda Snow graduated in 2014 with a master's degree in the environmental science field, she immediately signed up for an income-based repayment plan to pay off her federal loans. It was another three years before she made even the minimum income necessary to start making payments, al...

California state government ending office leases as employees shift to telework 01/12/2022

This is what normal businesses do when they need less office space. Smart to see our government doing something right. I do feel sorry for the property owners and nearby businesses who will lose revenue from reduction of office workers.

California state government ending office leases as employees shift to telework Jan. 12—New budget documents show California's state government has begun to make progress on one of the promises of telework: saving money on office leases. The Department of General Services, which manages about 14.4 million square feet of leased office space for the state, has relinquished or i...

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2224 Minden Way
Sacramento, CA
95835