Start planning for a secure financial future
Expert Financial Services & Coaching
Helping you to find the tools to grow your own money tree!
What we do
Coaching Services
Bookkeeping Services
Bookkeeping Services
Everyone needs help sometimes. Let me help you find the tools and be held accountable for reaching your goals!
Bookkeeping Services
Bookkeeping Services
Bookkeeping Services
Need help running your business?
Need help getting your personal or professional books in order?
I'm here to help!
Coaching Services
Who I am
My name is Tara King. I am a wife and Mama to three kiddos. I was born and raised in Santa Barbara. I got a BA degree in economics and business from Brandeis University. After college, I moved to Dublin, Ireland where I qualified as a Chartered Accountant in 2011 and ran a successful bookkeeping and accountancy business. In 2014 I moved my family and my accounting business back to Santa Barbara. Over the last 10 years, I have worked in a CPA office, then was a Controller of a private investment business and recently held the position of Revenue manager for a local start up. All the while I have continued to work with small businesses and individuals to manage their finances. I love what I do. I love helping individuals realize a dream: by turning an idea into a business or by reaching a personal milestone. It is both challenging and rewarding.
What is a Financial Coach?
As a financial coach I help you create goals and actually stick to them.
Depending on the season of life you are in you probably have a specific goal, maybe it is saving to buy a house, paying down debt, being able to stay at home with a baby or planning for early retirement.
I can support you to work toward your specific financial goal and make wise money decisions. Together we can organize your finances, and create a plan.
How does Financial Coaching work?
We would work together to establish a set of goals and a path to reaching those goals.
Depending on the goal this path can be achieved quickly over years.
Then the work is up to YOU.
We would meet weekly or bi-weekly to check on your progress.
I would work with you to hold you accountable and help with any unexpected costs or opportunities that arise which make your commitment to the plan a challenge, just like a fitness coach I can be there to guide you back to a workable budget.
Bookkeeping Services
Bookkeeping: Daily, Weekly, Monthly or Annually
Bookkeeping needs vary depending on the company. This work can be daily, weekly, monthly, annually or as needed. The work can vary from simple data entry, to complex financial planning. I have done it all. Please feel free to inquire about the services that would help your business grow and succeed!