Feeling Overwhelmed by Your Finances?
We make it straightforward, so you can stop stressing and start focusing on what matters most.
At RH Personal Bookkeeping Services, we provide accurate, stress-free financial coaching and bookkeeping for working class professionals, veterans, and 1099 workers. Whether you need financial coaching or advanced financial tracking, we’ll keep you organized, informed, and in control — without the hassle.
How Our Services Can Help You
Personal Finance Bookkeeping
Keep your finances organized and stay in control.
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Track income, expenses, and cash flow with accuracy.
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Get monthly, easy-to-read reports.
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Always know exactly where your money is going.
Financial Coaching
Build a personalized plan to save more and spend smarter.
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Custom budgets tailored to your goals.
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Ongoing expense tracking and adjustments.
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Identify savings opportunities and reduce overspending.
Military & Veteran Financial Services
Specialized support for veterans.
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Manage military-related or self-employed finances with confidence.
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Access exclusive veteran discounts on services.
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Get guidance from someone who understands your unique challenges.
Custom Financial Coaching & Personal Finance Bookkeeping Solutions
We offer financial coaching & personal finance bookkeeping services to meet your specific needs. Our clients enjoy flexible options customized just for them. We work with working class professionals, veterans, and 1099 workers to keep finances accurate, organized, and stress-free.
Why Our Clients Trust Us:
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Military Precision: Every detail counts — no errors, no excuses.
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Personalized Approach: Systems designed to fit your life and goals.
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Confidential & Secure: Your financial data is always safe with us.
Financial Coaching Packages
Financial Coaching Packages
Financial coaching designed to help individuals, families, W-2 employees, and 1099 workers gain control of their money, reduce financial stress, and build a plan for the future. From budgeting assistance and debt organization to financial goal planning, our coaching services help you build better financial habits with confidence and clarity.
Personal Finance Bookkeeping Add-Ons
Personal finance bookkeeping helps keep your finances organized throughout the year. Transactions are categorized, accounts are reviewed, and reports are prepared so you can clearly see where your money is going and how you're progressing toward your goals.
Small Business Bookkeeping
Bookkeeping services for startups, sole proprietors, single-member LLCs, independent contractors, and 1099 workers. Monthly bookkeeping keeps your records organized, provides accurate financial reports, and helps you understand the financial health of your business throughout the year.
Basic
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Personalized monthly budget creation
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Income and expense review
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Monthly financial summary report
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One coaching session per month
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Spending analysis and recommendations
Standard
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Everything in Basic
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Debt payoff strategy development
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Financial goal tracking and progress reviews
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Tax document organization
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Quarterly financial reviews
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Customized budgeting adjustments
Premium
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Everything in Standard
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Weekly coaching sessions
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Net worth tracking and reporting
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Priority support
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Personalized accountability check-ins
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Ongoing budget adjustments
Available Add-Ons
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Monthly bank reconciliations
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Credit card reconciliations
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Categorized transaction tracking
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Monthly budget vs. actual reports
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Net worth reporting
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CPA-ready year-end reports
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Custom financial reports
Bookkeeping services for:
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Startups
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Sole Proprietors
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Single-Member LLCs
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Independent Contractors
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1099 Workers
Services Include:
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Monthly bookkeeping
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Transaction categorization
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Bank reconciliations
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Credit card reconciliations
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Profit & Loss reports
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Balance Sheet reports
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Cash Flow reports
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Financial organization
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Year-end reporting
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Tax-ready records
Add-On Services
Extra services designed to support your financial goals when you need them. From catching up old records to personalized planning, these options give you more control — without paying for what you don’t need.
Historical Cleanup
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Catch up overdue bookkeeping and financial records. Historical cleanup includes organizing transactions, correcting errors, reconciling accounts, and preparing accurate reports for prior periods.
Quarterly Financial Check-In
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Personal review of your finances every quarter. Go over reports, track progress, and adjust your plan as needed.
Getting Started
HOW TO GET STARTED:
1. Choose your package
2. Complete the onboarding form
3. Provide access to statements/accounts
4. Sit back - we'll handle the rest!
All services provided are 100% within the scope of financial coaching & personal finance bookkeeping. We do not offer financial advising, or investment advice.
Ready to Simplify Your Finances?
Financial Coaching & Personal Finance Bookkeeping made easy. Let’s get your finances organized, accurate, and stress-free.