Brightside Financial Care, LLC Reviews 6

There messing with my money and it's effecting access to my check which I need to pay for healthcare

We have been more than helped by Brightside Financial Care in our very real need for coaching as we made the transition onto the more robust YNAB system from a prior budget program. With a series of online meetings/coaching sessions we have been able to take our skills in this area to the next level. We are on the west coast and looked at consultants all over the US: Brightside was the clear choice. My only hesitation had been would an experienced CPA be "talking over my head" and actually that isn't the case at all - instead its been the wonderful experience where having a coach with that high level of skill has been a major benefit for us. We deeply appreciate the help in bringing up our financial/personal accounting skill level, and will be periodically checking in during the months ahead to help ensure that we are getting the most from the YNAB platform thanks to Brightside Financial Care, LLC.

One of the hardest chapters in my life has been managing my mom's finances as she aged and required nursing home care. Just as difficult has been managing this financial journey and forms after my mom died. Carrie and Brightside have made this challenging journey easier and provided the professional bookkeeping services that I needed. Their assistance greatly helped when I had to file taxes and estate docs. I would strongly recommend Brightside's services for those who need a thoughtful and kind professional assisting with their financial services. They were one of the best resources I discovered to help me with my aging mom.

Carrie is wonderful to work with! She is thorough, diligent, and I can always trust her to provide me with a timely response for any needs my business may have.

Brightside Financial Care has been great and very helpful with my mothers financial needs. They set up a monthly spreadsheet so the rest of the family can see the finances. Very helpful with recommendations and reminders just keeping the family informed with everything. I really appreciate the work they have been doing for our family.

Carrie and her team are exceptional at what they do. Carrie is responsive to all of our questions and works well with our other trusted advisors to ensure all of our needs are met. I recommend Carrie unequivocally!