To Have and to Hold: Why Financial Advisement Should Be Like a Marriage

Your income is your livelihood. Your investments are the lifeblood coursing through your proverbial soul, perhaps; so it would make sense to have someone on staff under financial advisement to be as integral as possible — keyed in to the secrets of your mind and focused as one with your identity so that there will never be any hiccups in your bank accounts, trusts and estates.

Because Financial Advisement Is Like a Marriagefinancial advisor marriage

You’re not going to bed, though — obviously — with any financial advisor. Thank the good graces! But overall, the same commitment, caring and specificity that typically would exist in a marriage would exist in a business relationship between a client and an experienced financial advisor.

It would do you well to ask the right questions to find out if such an advisor can be as committed to you, providing financial advisement for months, perhaps even years. Ask, simply put, for certain examples of the financial advisor’s commitment to an account, for example. Was it difficult to manage? Was the client difficult? Was the candidate under financial advisement overwhelmed? How many current accounts does the prospective financial advisor already have?

These will provide clues as to whether or not the candidate in question for financial advisement will dedicate full-time attention to your account, however complex it may be. For when it comes to financial advisement, you want the full attention — and not divided attention from the best professionals in the business.

It’s crucial that you hear some stories about certain financial advisors backing out of an account for whatever reason — due to difficult issues, difficult clients, and other problems. You can then gauge on whether or not the candidate just might be able to handle your needs. Because you never know….

You Just Might Be a Pain in the Butt

We all are. To some degree. To our spouses, of course. That’s why marriages can relate so well. To have and to hold, in sickness and health, till death and taxes.

Why, God, Didn’t I Know About Cloud Based Bookkeeping Before?

We’re in Hell. There’s no escaping it. Knee-deep in paperwork, tons of numbers, drowning in inaccuracy, tax audits, missing digits, and other vices so well known to the deprived entrepreneur or small business owner. It’s the least favorite thing for any independent contractor to do! We. Hate. Numbers! If we liked numbers, we’d just join some accounting firm and sit at our desks crunching them like Pringles. But we don’t. And we certainly don’t have the funds to hire an in-house bookkeeper or accountant to do it for us either.

And That’s Why We Now Have This Start-up Called Cloud Based Bookkeeping!cloud based bookkeeping praying

Cloud Based Bookkeeping — where have you been all my life? You’ve just made my life a whole lot simpler. But here’s how:

For starters, I’m telling you right now, outsourcing is fun when it’s a minimal cost for an entire package of services:

  • 5-Year Business Audits
  • Quarterly Tax Planning
  • Business Formations
  • Payroll Services

This is stuff you’d honestly have to hire multiple people for in your own HR department. Which I may reiterate again — I do not have the time, money or resources to go through all of that! Thanks to Cloud Based Bookkeeping, though, I can have all of this taken care of by just one person, who actually has a name, and is a real human being, on the other line, talking to me in real-time, taking care of me and my business, so I can focus on making more money.

How can that not be a good thing?

Thank You, God, for the Pringles

I literally could eat those all day — knowing all my bookkeeping needs are managed with efficiency. Prestige. Accuracy. No errors. That’s Cloud Based Bookkeeping services for you in a nutshell. I suggest you check it out right now. With the wealth of services, such as legal assistance, available — you won’t be able to resist all of these benefits.