Financial Consultants: Bookkeeping vs. Accounting: Why You Should Care
What is Bookkeeping? Bookkeeping is the recording of daily transactions
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At CEO Business Balance, we understand that every solopreneur’s journey is unique.
That’s why we’ve created a range of support levels designed to meet you exactly where you are, whether you’re just starting to get a handle on your finances or you’re ready to take your business to new heights.
Each level offers tailored support that empowers you with clarity, confidence, and the freedom to focus on what matters most.
More than just bookkeeping, our services provide you with the essentials to build, manage, and grow your business with purpose.
From establishing solid financial foundations to making strategic decisions that drive sustainable growth, we’re here to help you navigate the complexities of running a business.
No matter your stage, our mission is to provide the resources and insights that simplify your finances, reduce stress, and unlock sustainable growth.
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Hi, I’m Stacy Luft, and I created CEO Business Balance to help solopreneurs like you feel empowered about their finances.
I’ve spent decades working with businesses of all sizes, and what I love most is seeing business owners regain their confidence when they understand their numbers.
When I’m not helping clients, you’ll find me enjoying gardening, motorcycling, or reading and learning something new.
→ Get started on your journey to financial clarity and business confidence with the essentials you need.
→ The Journey level is perfect for solopreneurs looking to gain foundational insights and strategies that streamline their finances, setting the stage for sustainable growth.
→ Build a solid financial foundation with support designed to empower you.
The Foundations level is ideal for solopreneurs who want to stay hands-on with their bookkeeping, offering essential templates, tools, and quarterly guidance that make financial confidence achievable and sustainable.
→ Accelerate your progress with streamlined bookkeeping support.
The Momentum level offers done-for-you services like transaction coding, reconciliations, and essential monthly reports—ideal for solopreneurs who want a strong financial base without the time commitment, giving you more freedom to focus on growth.
→ Elevate your financial management with Mastery, designed for solopreneurs seeking comprehensive support and detailed monthly reporting.
With a thorough bookkeeping solution, Mastery gives you the clarity and data needed to make confident, strategic choices as you grow your business.
→ Take your business to the next level with Elevate, providing you with tailored guidance and strategic insights that go beyond bookkeeping.
Together, we’ll focus on growth strategies aligned with your vision, empowering you to make informed decisions with confidence and purpose.
→ Achieve deeper financial insight and take charge of your growth with Clarity Plus.
Tailored to businesses ready for advanced support, this level provides customized strategies, in-depth monthly reports, and guidance to help you make growth-oriented decisions that support your long-term goals.
What is Bookkeeping? Bookkeeping is the recording of daily transactions
Have you said of these things before? I’ve changed bookkeepers
Three Sections of the Cash Flow Statement Before we discuss
“Only resourceful and adaptive small businesses endure longevity these day. Regardless of the industry we’re in, trends in every landscape are ever changing. CF Grow has been a great resource to myself and many other small businesses. Thank you Stacy for all of your knowledge and dedication!”
“Stacy and I have spent time getting to know each other, and it is my pleasure to recommend her. She is not only dedicated to what she does, but she’s creative and flexible in her thinking. While she has one eye on her client’s bottom line, she is not afraid to listen and explore strategies that allow her clients to expand on new ideas of how to develop their business.”
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