MoneyWise Books

MoneyWise Books 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.

Being good with your money IS good for love too.
03/08/2022

Being good with your money IS good for love too.

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...

Be careful on home office deduction.
02/24/2022

Be careful on home office deduction.

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.

Spend this month building a spending plan and discussing the ten questions.
02/01/2022

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

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.” ...

I'm surprised to finally see some loans are being forgiven. Read the guidelines and apply by 10/31.
01/28/2022

I'm surprised to finally see some loans are being forgiven. Read the guidelines and apply by 10/31.

Public Service Loan Forgiveness launched in 2007 to help teachers, health care workers, military members and other public servants earn debt relief on their federal loans.

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!
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!

Learn more about how you and your clients can - and should - review social security earnings and understand estimated monthly benefits at retirement. 

This can be confusing so talk with your tax preparer if you have questions.
01/20/2022

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

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.

Take advantage of this free resource to strengthen your finances.
01/20/2022

Take advantage of this free resource to strengthen your finances.

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, ...

I have documentation for each client and offer it as an extra service if they'd like formal copies.
01/14/2022

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

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.

Don't count on loan forgiveness. Start saving to get that student loan paid off.
01/13/2022

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

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...

This is what normal businesses do when they need less office space. Smart to see our government doing something right...
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.

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...

It's not too late to start bookkeeping for 2021.
12/08/2021

It's not too late to start bookkeeping for 2021.

How many of your clients really understand the income statement? Helping them understand it will allow them to organize, analyze and plan.

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2224 Minden Way
Sacramento, CA
95835

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(916) 217-1967

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