What We Do

At Bushido Bookkeeping, we provide personal financial organization (PFO) services — designed to bring structure, simplicity, and peace of mind to your financial life. Whether you're a business owner, investor, or overwhelmed professional, we offer the tools and systems to help you stay financially clear and confidently in control.

​

What Are Personal Financial Organization (PFO) Services?

PFO services help you build a structured financial system — so you always know what you own, what you owe, and where your money is going.

We provide:

• Credit Card & Bank Transaction Tracking — so nothing slips through the cracks

• Budgeting & Cash Flow Tools — so you can plan, adjust, and breathe easy

• Net Worth Statement Setup & Monthly Updates — so you can see your financial progress clearly

This is ideal for people who:

• Want accurate, up-to-date financial information

• Are tired of reacting to financial stress

• Want advisory-quality systems without managing them all alone

 

What Is a Daily Money Manager (DMM)?

A Daily Money Manager is a financial professional who helps individuals and families with everyday money matters — from paying bills and reconciling accounts to organizing financial records and simplifying cash flow. As a proud member of the AADMM, I follow national standards for ethical, confidential, and client-first financial care.

​

Who Needs a Daily Money Manager?

If you’re asking yourself any of these questions, we’re here to help restore your peace of mind:

• When will I ever find time to pay my bills?

• My spouse used to handle our finances — what do I do now?

• Who can I trust to help my loved one manage their money?

• If I get sick or travel, who keeps my finances on track?

• Why do I feel like I make good money, but I’m always behind?

• How can I track my income, spending, and net worth without doing it myself?

• Who can I trust to organize my personal finances when I’m too busy to stay on top of it?

 

Our Approach: Structured Financial Clarity

We build integrated spreadsheet systems that organize your financial activity as it happens — so there’s no scrambling to reconstruct the past. With consistent oversight and built-in alignment, you experience earlier issue detection, cleaner reporting, and fewer financial surprises.

 

Ready to Feel More in Control?

Whether you’re managing a rental portfolio, running a business, or juggling family finances —
I will help you get organized, feel calm, and make better decisions.​​​​