Our Services
We offer comprehensive financial services, from bookkeeping to personal financial coaching, empowering clients with clarity and control over their finances for sustainable growth and financial stability.
Empowering Financial Clarity and Growth
Financial Success Solutions
Our full-service bookkeeping and financial management solutions provide businesses and individuals with the clarity, accuracy, and financial insight they need. We handle all aspects of bookkeeping, including transaction recording, ledger maintenance, reconciliation, payroll support, and financial statement preparation. For daily money management, we oversee bill payments, budget tracking, tax organization, and secure document filing, tailored for diverse clients from seniors to busy professionals. Through personal financial coaching, we offer assessments, goal setting, debt management, saving strategies, and habit-building for long-term financial health. Our services empower you to focus on your goals while maintaining financial stability and growth.
Bookkeeping
At Johns Island Financial Services, we offer expert bookkeeping for small to mid-sized businesses. We ensure accurate record-keeping and personalized strategies to enhance your financial clarity and stability. Let us handle the details so you can focus on what matters most—growing your business and achieving your goals.
- Transaction Recording – record all financial transactions systematically, ensuring that every penny is accounted for.
- Ledger Maintenance - maintain a general ledger that summarizes all your financial activities, giving you a clear picture of the company’s financial position.
- Reconciliation – perform monthly reconciliation of your bank statements and financial records to ensure accuracy and detect any discrepancies.
- Payroll Support – review all payroll information, record the necessary entries and work with your payroll provider to ensure your employees and taxes are paid on time.
- Financial Statements – prepare your essential financial statements like the balance sheet, income statement, and cash flow statements to provide insights into the business’s performance.
- Accounts Receivable/Payable – manage money owed by customers and ensure timely payments to suppliers, which helps in maintaining a healthy cash flow.
Daily Money Management
As a Daily Money Manager, we provide essential financial services to a variety of clients, including seniors, people with disabilities, busy professionals, high net worth individuals, small businesses, and others.
- Bill Pay - work with you to ensure your bills are paid on time. Examples include utilities, rent or mortgage payments, insurance premiums, personal expenses etc.
- Account Reconciliations – collect all relevant documentation, compare records, identify discrepancies, adjust records and perform reconciliations on a regular basis to maintain accurate records.
- Filing systems - categorize your financial documents and store your documents electronically to reduce physical storage. We will ensure all documents are backed up to safeguard against data loss. All client information is stored securely, maintaining confidentiality and privacy.
- Budgeting – develop and track budgets to ensure financial stability for our clients. We start by assessing our client’s financial situation, we then create a personalized budget aligned with the client’s goals. We will help implement this budget and monitor spending, making adjustments as needed. We will provide regular reports to show progress and educate clients on maintaining good financial habits.
- Tax Organization – gather all necessary documents, categorize expenses, and ensure everything is in order before tax season. Help track deductible expenses throughout the year, organize receipts, and prepare necessary forms. This proactive approach reduces stress and ensures timely, accurate tax filings.
- Negotiation with creditors – Assess your financial situation and identify your debts. Based on your financial situation, we will develop a negotiation strategy that might involve asking for reduced interest rates, extended payment terms, or a lower principal amount. We will reach out to creditors on your behalf, presenting your case and negotiating better terms.
Personal Financial Coaching
Our personal financial coaching service is highly personalized, focusing on your specific needs and circumstances. It’s like having a personal trainer, but for your finances.
- Financial Assessment – Start by understanding your current financial situation, including your income, expenses, debts, and assets.
- Goal Setting – Together, we will set realistic and achievable financial goals. This could be anything from paying off debt, saving for a house, or planning for retirement.
- Budgeting – Help you create a budget that aligns with your financial goals and lifestyle. We’ll help teach you how to track your spending and manage your money effectively.
- Debt Management – If you have debt, we will work with you to develop a strategy for paying it off. This might include negotiating with creditors or consolidating loans.
- Saving and Investing – Provide guidance on building an emergency fund, saving for short-term and long -term goals, and making wise investment choices.
- Behavioral Changes – Work with you on developing your financial behaviors and habits. We want you to have a healthy relationship with money.
- Accountability – Hold you accountable for your financial decisions and keep you on track to achieve your goals.
Exceptional Service, Lasting Relationships Guaranteed
Contact Us Today!
Explore our services, including bookkeeping, daily money management, personal financial coaching, and consulting, all designed to enhance your financial success.
30
Years of Expertise!
Johns Island Financial Services
Transform Your Finances with Expert Bookkeeping Support
At Johns Island Financial Services, we offer expert bookkeeping, daily money management, and personal financial coaching. Our dedicated team ensures accurate record-keeping and personalized strategies to enhance your financial clarity and stability. Let us handle the details so you can focus on what matters most—growing your business and achieving your goals.
- Transaction Recording
- Ledger Maintenance
- Filing Systems
- Payroll
- Debt Management
- Accountability
- Saving and Investing
- Financial Assessment
