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At Peace with Money

Bookkeeping service (show on map)
Google 5.0
★★★★★
3 reviews

At Peace With Money is a bookkeeping and profitability coaching firm led by Angela Keller, serving solopreneurs and small business owners in the Bay Area.

Call (408) 656-2792
Navigate to Visit website
At Peace with Money website

About

At Peace With Money is a Bay Area bookkeeping and financial coaching firm. Angela Keller has been in the financial world for thirty years, working as a mortgage broker, solopreneur running a jewelry business, and now offering bookkeeping and financial coaching.

30 years of financial experience
Client-driven, compassionate approach
Services delivered 100% online
QuickBooks Online expertise
Profit First Method certified
Free initial Financial Self Care consultation

Services

Bookkeeping Services

Monthly bookkeeping services for small business owners using QuickBooks Online.

Monthly Financial Review Accurate Record Keeping Tax-Ready Financials Trend Analysis

Profitability Coaching

Coaching to help business owners maximize profits, increase cash flow, and align their business with life goals.

Financial Goal Setting Profit First System Cash Flow Planning Business Strategy

Personal Financial Coaching

Personal financial coaching to help align life goals with business profits.

Personal Financial Values Goal Setting Spending Plan Design Savings and Debt Repayment

QuickBooks Training

Live 1-to-1 QuickBooks Online training for business owners who want to manage their own books.

QuickBooks Setup Categorization Training Financial Report Understanding Ongoing Support

Credentials & Certifications

Certified QuickBooks ProAdvisor
Accounting Certificate - University of California
Coaching Essentials - AFCPE
Former Profit First Professional

Reviews

Google
Rating
5
★★★★★
Reviews
3
"Online appointments"

Frequently Asked Questions

What's the purpose of a Financial Self Care call? +

A free conversation to determine if we can work well together and whether my services fit your needs.

Can I sign up for bookkeeping without coaching? +

Yes! The two services are separate. People frequently come for one or the other.

What's the difference between bookkeeping and coaching? +

Bookkeeping gives you accurate numbers and monthly reporting. Coaching defines financial goals, improves confidence, and gives you tools for planning.

Why would I need coaching? +

Coaching helps if you are dissatisfied with your income, progress, or understanding of your finances. It helps clarify goals and create a roadmap.

Contact At Peace with Money

At Peace with Money
Category
Bookkeeping service
Wheelchair Accessible
Call (408) 656-2792

Opening Hours

Monday
09:00–17:00
Tuesday
09:00–17:00
Wednesday
09:00–17:00
Thursday
09:00–17:00
Friday
09:00–17:00

Location

Location of At Peace with Money · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with At Peace with Money?

Reach out today to schedule a consultation.

(408) 656-2792

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