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Bradley's Bookkeeping & Financial Services

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    Financial Intake Worksheet

    Financial Intake Worksheet

    Hi. I'm Michelle. I first starting working in personal finance in 2014. I was an Army Civilian employee and we had some awesome resources at our disposal. I've adapted this one to help my clients and me determine how to ensure our work together is the most productive. Your time and money is too important for us to flail left and right attempting to narrow in on where you need help. I know filling out forms can be a pain, but this one helps you verbalize your reasons for askin
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    Tax Prep Checklist

    Tax Prep Checklist

    Download my tax prep spreadsheet to make sure your gather the correct documentation.  It shows documentation for Business and Personal Taxes #costefficiency #returns
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    Resilience Assessment for the Personal Finance Consulting

    Resilience Assessment for the Personal Finance Consulting

    This is a tool to self-assess your financial resiliency.  Once completed, my job is to help increase your resiliency through different tactics, depending on the areas you scored lower on.  Click below to download and complete the form. Let's start our conversation on improving your scores. #costefficiency #returns #resiliency
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    Cutting costs: maximizing results

    Cutting costs: maximizing results

    This is your blog post. Great looking images make your blog posts more visually compelling for your audience, so choose media that really wows. Adding fun and compelling videos is another great way to engage your audience and keep them coming back for more. Want to spice up your post with a gallery? It’s never been easier to customize your content and captivate your readers. Your blog comes with many beautiful design options. Click Designs to choose the one that’s right for y
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    Glass Buildings

    Bradley's Bookkeeping and Financial Services

    MichelleB@BBFSAZ.com

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