BM Financial Management Services
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      • Mid-Year Money Check-In
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Take Control of Your Money.
​We’ll Show You How.

Financial Coaching & QuickBooks Support Services that brings clarity, structure, and peace of mind to individuals and small businesses.
We help you eliminate financial stress with expert guidance, done-for-you support, and personalized strategies that work.
BOOK A FREE CONNECTION CALL TODAY! ►
Watch: “3 Smart Money Moves” Workshop ►
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BOOK YOUR 30-MIN SESSION TODAY ►

Who We Help

Struggling to make sense of your finances? You’re not alone.
We partner with individuals, entrepreneurs, and small business owners who are:

✔ Overwhelmed by bills, debt, or inconsistent income
✔ Behind on bookkeeping or tax prep
✔ Stuck in a financial rut and unsure where to start
✔ Managing business finances without a system

Let us help you move from chaos to clarity—with guidance that gets results.
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WHAT WE DO

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FINANCIAL COACHING
Get expert help to gain a clear, actionable plan that helps clients organize your personal finances, reduce debt, save effectively, and achieve their long-term financial goals with confidence.​
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  • One-on-One Coaching
  • Group Programs
  • Budgeting & Debt Reduction
  • Financial Planning for Life Transitions
LEARN ABOUT COACHING ►
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QUICKBOOKS   SUPPORT 
Stop wrestling with your books. We simplify and streamline your QuickBooks so you can focus on what matters.
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  • QuickBooks Setup & Cleanup
  • Monthly Bookkeeping
  • Personalized QBO Training
  • Partner Discount on QBO Subscription
Explore QuickBooks Services ►
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Get Started Today

Let’s remove the stress and replace it with structure.
Take the first step toward financial freedom and business peace of mind.
Schedule a 15 Minute Consultation ►

WORKSHOPS & CLASSES


Whether you're an entrepreneur or an individual looking to boost your financial literacy, our workshops are designed to equip you with the knowledge and tools you need to make smart money moves.
UPCOMING WORKSHOPS & CLASSES ►

Sign Up for Financial Tips & Updates from BMFMS

Stay up-to-date with the latest financial coaching tips, QuickBooks Online training, and exclusive offers. Join our community to receive valuable insights that will help you take control of your financial journey!

From Clay to Cup

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Handmade

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Just Add Coffee

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Take Anywhere

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Mastering the Basics of Budgeting: A Step-by-Step Guide

READ MORE ►
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Take Control of Your Finances with Our Free Personal Excel Budget Planner

READ MORE ►
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Mastering Financial Clarity: Unveiling the Fundamentals

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  • Home
    • Meet the Coach
  • SERVICES
    • FINANCIAL COACHING >
      • Mid-Year Money Check-In
    • QuickBooks Support Services
    • STRATEGIC PARTNERSHIPS
  • MEDIA
    • BLOG
    • 3 Smart Money Moves - Instant Access
    • VIDEOS
    • WATCH COACHING INTRO
  • WORKSHOPS & CLASSES
    • WORKSHOPS & 1:1 Sessions
  • CONTACT
    • CONTACT US
    • JOIN OUR MAILING LIST
    • FAQ