What should the customer know about your pricing (e.g., discounts, fees)?
We are dedicated to making our personal finance services affordable. We believe that to support our clients’ success, our services must be accessible. Our team is committed to helping these services fit within your budget.
- Bookkeeping Services: We offer a free 30-minute discovery call to assess your specific needs. Our monthly fees range from $350 to $600, based on the scope of services required.
- Daily Money Management Services: A free 30-minute discovery call and a one-time onboarding fee is applied, followed by a monthly rate tailored to each client’s needs. A summary of these services is available on the “Financial Services” page of our website.
- Financial Literacy Training: Pricing depends on group size, training duration, and topics selected. One-on-one sessions are also available, and we aim to be flexible with fees. Please reach out with any questions.
What is your typical process for working with a new customer?
When working with a new customer, we begin with an initial consultation to understand their specific financial needs and goals. This usually involves a free 30-minute discovery call to assess their current financial situation, outline the scope of services, and discuss how we can best support them, whether through bookkeeping, daily money management, or financial literacy training.
Once we've agreed on the scope, we develop a customized plan that details the services, timelines, and deliverables. For new clients needing daily money management or personal bookkeeping, we may start with an onboarding session to organize their financial documents, set up systems for tracking expenses, and implement any necessary automation for bill payments.
As we proceed, we maintain regular communication to review progress, answer questions, and adapt our approach as their needs evolve. Our goal is to build a collaborative relationship where clients feel supported and empowered to achieve their financial goals efficiently and sustainably.
What education and/or training do you have that relates to your work?
Aloyo holds a Bachelor's degree in Healthcare Administration/Management, with a focus on finance and management. She is a Certified QuickBooks ProAdvisor, a Financial Literacy Instructor, and is currently pursuing a Master's degree in Accounting.
How did you get started doing this type of work?
Aloyo has been a resident of New Hampshire for over 16 years, with a personal history rooted in her journey as a former South Sudanese refugee who migrated to the United States in 2005. Growing up in a low-income household, Aloyo and her family encountered numerous challenges that shaped her early experiences. Her interest in financial well-being began in high school when she attended her first money management class. Throughout her life, Aloyo assisted her mother with daily tasks, including financial management and organizing paperwork. She noticed that many of her peers' families faced similar financial challenges, often relying on their children for guidance in navigating life in a new country. As her own financial management skills developed, friends began turning to her for financial advice. Aloyo is proud to have founded Aloyo Money Management, LLC, where she provides bookkeeping services, daily money management services, and fundamental personal finance training.
My goal is to help my clients achieve financial growth and cultivate habits that will keep them on the path to success. I encourage you to take the first step and become a client of Aloyo Money Management today.
What types of customers have you worked with?
Aloyo’s professional background includes providing caregiving services to elderly clients, assisting with daily activities, and organizing their households. She has also supported small business owners and individuals across New Hampshire with bookkeeping, budgeting, and financial literacy services.
Describe a recent project you are fond of. How long did it take?
A recent project we're particularly proud of involved helping a client pay off $10,000 in credit card debt. Through our financial literacy training and dedicated one-on-one consulting, we worked with them to build a sustainable budget, set achievable goals, and implement practical financial strategies. Over 12 months, the client applied these skills and was able to fully pay off their debt. This project was especially rewarding because it demonstrated the impact of consistent guidance and the client's commitment to achieving financial freedom.
What advice would you give a customer looking to hire a provider in your area of work?
When hiring a provider for daily money management or personal bookkeeping, we recommend looking for a professional who not only has the technical skills but also a clear, proven approach to understanding clients' unique financial needs. Look for someone who offers an initial consultation to clarify their process and who values transparency in both services and fees. It’s also beneficial to choose someone who provides tailored support, rather than a one-size-fits-all solution, and who will work collaboratively with other financial professionals in your life, like accountants or financial advisors. Lastly, check for credentials, such as certification in bookkeeping or financial literacy training, and ask for testimonials or examples of past successes with clients in similar situations to ensure you're partnering with a trusted, experienced provider.
What questions should customers think through before talking to professionals about their project?
Before discussing your project with a professional, consider these key questions to ensure a productive conversation and to clarify your goals:
- What are my specific needs and goals? Having a clear vision of your goals will help you find the right provider.
- What is my current financial situation? Gather details about your income, expenses, debts, and assets. Having an overview will allow the professional to offer more tailored recommendations from the start.
- What is my budget for these services? Think about how much you’re prepared to invest in professional help, as this can impact the types of services and level of support you seek.
- How involved do I want to be? Some clients prefer a hands-on approach, while others want a provider to manage details independently. Be clear about your desired level of involvement.
- What are my long-term goals? If you have specific financial goals, such as debt reduction or improving business profitability, be prepared to discuss these so the professional can align their services with your broader objectives.
Considering these questions will help ensure you find a provider who understands your needs and is ready to support you effectively.
