Personal Budgeting Services

Budgeting and Budgeting methods are personal. What works for one person may not work for another. We provide the services that determine which budgeting method will work for you and a customized budget to meet your financial goals.

Customized Budget Worksheets - 12-month duration

  • Customized budgeting method
  • Customized budget plan
  • Support for budget revisions and remaining consistent
  • Devised savings plan based on financial goals
  • Free consultation

Credit Maintenance Analysis

  • Customized plan to devise a credit repair/maintenance strategy
  • Free consultation

Financial Literacy Seminars

Seminars and Workshops designed to enlighten, answer questions and empower those who wish to gain control over their finances and begin to budget, save and control their credit profiles.

All services provide step by step assistance to promote success.

Business Services

Services designed specifically for business reporting – monthly, quarterly, annually - to keep business records to promote ease during tax reporting. These services assist businesses with identifying profitable and nonprofitable activities to promote successful business decisions.

New Business Organization

  • Register and setup business name and documents to comply with state requirements
  • Business plan preparation
  • Non-profit organization applications – Completion of application to qualify as exempt organization with federal government
  • Assistance with new budget setup
  • Preparation of policies and procedures
  • Business tax analysis to promote compliance

Business Reporting

  • Monthly, quarterly and annual bookkeeping
  • Performance reporting specified by grant funding agencies
  • Preparation of budgets for yearly events and activities
  • Analysis of current policies and procedures to promote separation of duties
  • Business tax reporting

Any of these services may be obtained individually or collectively.

Feel free to reach out today,

our friendly staff is ready to help!

Join the Email List

© . CJ Industries, LLC. Website by DayOne.