WealthVisor

WealthVisor

  • 815 1st Ave STE 179
  • Seattle, Washington
  • 98104

Description

Our mission is simple: Provide a comprehensive destination that makes it easy to find outstanding professionals who have an impact on your money. Financial planners, tax preparers and insurance agents all help you navigate the path to stability and security. On the Internet, it’s easy to find reviews of plumbers or discover a new sushi restaurant, but where do you turn to find someone to help you manage your money and your future? Previously, it was hard to know where to begin your search for this kind of professional and knowing who to choose to plan your future has been like rolling the dice. At WealthVisor, we provide unprecedented access to information and reviews to help you identify the best professionals for your situation.

My wife and I have setup a new pet care business and are having a hard time keeping track of everything! Our customers pay in advance for services to be rendered in the future. As we provide them services, we need to deduct these services from their account. I’ve got gnucash (double entry accounting software) setup but I can’t wrap my head around how I can make a sale of $200 for one client and then record services against his account later. I’m thinking we need professional help to setup the system but we just don’t have the budget. I want to avoid something that will not work going forward and have a big mess later. Any advice on what I should setup? Thanks!.

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