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Cari’s Financial Organizing

Los Angeles, CA

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    Description

    Cari’s Financial Organizing is dedicated to providing comprehensive financial organizing and bookkeeping services tailored to the needs of small businesses and busy professionals. Founded by Cari Dawson, a QuickBooks Online Certified Pro Advisor, the company focuses on creating personalized systems to help clients manage their finances efficiently. With a passion for office work and a keen understanding of technology, Cari aims to alleviate the stress associated with financial management by offering both in-person and remote services.

    The company specializes in areas such as daily money management, small business bookkeeping, and bill paying, ensuring that clients can maintain control over their financial lives without feeling overwhelmed. Whether it’s setting up a new bookkeeping system or providing ongoing support for home office needs, Cari’s Financial Organizing is equipped to handle various financial tasks, allowing clients to focus on what truly matters to them.

    Cari’s background as a theatrical and television stage manager adds a unique perspective to her approach, emphasizing organization and efficiency in financial tasks. Her goal is to provide personalized attention to each client, allowing them to learn new systems that will help them maintain an organized financial life. In her work, she fosters a judgment-free environment, making it easier for clients to open up about their financial concerns and challenges.

    Additionally, Cari believes that by streamlining financial processes, clients can enjoy not only a new sense of freedom but also save money and lead a more focused, less stressful life. Based in Los Angeles, Cari’s Financial Organizing serves clients in the northeast areas and the San Gabriel Valley, contributing to the community by helping individuals and small businesses achieve financial clarity and peace of mind.

    Services Provided

    • Bill Payment
    • Budgeting
    • Completing Paperwork
    • Daily Money Management
    • Mail and Paper Management
    • Organizing Medical Paperwork
    • Personal Bookkeeping
    • Record Keeping

    Associations

    NAPO; NAPO-LA Chapter; AADMM; AEA; DGA; APPO

    Certifications

    QuickBooks Online Certified Pro Advisor

    Contacts

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    Locations Served
    • Los Angeles, CA

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