Business and Personal Financial Consultant
Author of Living on a Budget and Loving It!
 Phone: 510-223-4063 


I am a financial adviser to small businesses and individuals. I empower you to take charge of your finances and to allow money to be a vehicle for your growth and fulfillment. Money need not be a roadblock to your success. Money can bring out a variety of emotions; to de-stress, please visit

For over twenty years, I have enabled clients to achieve greater levels of comfort in their financial lives. Let me take you beyond the pure numbers and coach you to better understand yourself in the context of your finances. I'll help clarify your relationships with money and create greater security and opportunity in your life.

Services Provided

"I'm finally free to just run my business, knowing that the bookkeeping is being handled with the same care I give the rest of the business."   JPC

"I never thought I would be able to retire and have enough to travel until you showed me it was possible."   SBN

"Thanks for your excellent work and saving me from much grief."   MGM

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  • Financial Statements
  • General Ledger
  • Account Reconciliations
  • Payroll
  • Quarterly Payroll Tax Returns
  • Accounts Receivable
  • Accounts Payable
  • Sales Tax Returns
  • Cost Accounting
Starting a Business
  • Business Plans
  • Installing/maintaining accounting software
  • Initiating and running payroll
  • Communicating with government agencies
  • Budgets and Forecasts
  • Support group
Analyzing Investments
  • Stocks in your portfolio
  • Mutual funds in your portfolio
  • Additional items in your portfolio
Personal Finance
  • CD of Living on a Budget and Loving It!
  • Emotional aspects of financial issues for individuals or couples
  • Budgeting
  • Paying bills
  • Never worry about a late charge or an overdraft fee again
  • Repairing credit
  • Communicating with IRS regarding back taxes
  • Support group
Accounts Payable
  • Timely and accurate payments without overpayment.
Seminars Offered
  • Living on a Budget and Loving It!
  • Painless Business Plan Preparation
  • Preparing for the Tax Preparer
  • Basic Checkbook Skills
Please send email for more information.

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CD of Living on a Budget and Loving It!

The CD of Living on a Budget and Loving It! gives you all the tools you need now and ever will need to create and update your budget. Included with the spoken seminar are the worksheets on paper and also the Excel spreadsheets.

Lindy's calming voice takes you gently through each step, guiding you to be successful and powerful with your money. There are nine tracks on the CD including suggested budget categories and definitions, how to use the worksheets, how to increase your income, how to decrease your expenses and two guided meditations customized for this seminar.

The cost for the CD and worksheets is $35 and includes shipping, handling and sales tax. In other words, there are no hidden extras. Two sets for $49 - you save $21! You can pay by credit card or your checking account via PayPal. If you prefer to send a check, email for mailing address. Whichever payment method you choose, please include the address where you want the CD sent.

CD of Living on a Budget and Loving It! and worksheets, $35

Two sets of CD of Living on a Budget and Loving It! and worksheets, $49

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03/06/21 Copyright © 2005-2021 Lindy Sinclair