Financial Sense
(11 Reviews)
With two small children and a growing business, I never had time to concentrate on our personal finances. Now I know our bills are being paid on time and where our money is going.
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In Business Since 2002
Services Offered
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Sentiment Analysis
Financial Sense gives me the peace of mind to focus on my family, my career, and myself, without the burden of worrying about my personal finances.
Keeley and Becca have been fantastic keeping us organized and on top of our bills and payments.
They are excellent - incredibly organized, efficient and thorough.
Keeley and Becca, the two principals, run a great business, are always attentive to our needs, and reflect the highest levels of integrity and professionalism.
They keep track of our bill pay needs, immediately alert us if our bills look out of step, help our accountant prepare our taxes and free us up from so many worries.
They are trusted and professional, pay bills in a timely fashion, and provide a monthly and annual reporting that is very helpful to their client and their team or professionals, such as CPA, attorney and financial advisor.
I remained in Europe when the borders closed in 2020 and Financial Sense was able to handle all my requests and needs during such a trying time.
Have been invaluable to our family as we navigate the challenges of helping our elderly parents from afar.
Beyond that, my access to files, details, statements, and reports is simple with Quick Books files that are updated by the FS team.
Thanks to Financial Sense I never have to worry that anything is paid late and it has left me with a stupidly high credit rating.
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