Brett Roos was inspired by a book called "101 Questions to Ask Before You Get Engaged" and realized there wasn't a similar resource specifically for finances. He wanted to create a tool to help him and his partner (and others) have more productive conversations about money.
It's time to get your finances in order.
We empower you to master your finances—steering clear of risks and confidently reaching your goals.
With experience spanning every corner of accounting from public to private sectors, nonprofits to multimillion-dollar corporations. I've used quickbooks since it came on floppy disks, so I've seen and solved all the issues.
We would be happy to meet you and learn all about your business.
Holly L’Italien
The Wellness Place