Fund Friend Financial

 

Who
we are

A boutique Financial Services group based in Los Angeles. We bring a practical approach rooted in empathy. At Fund Friend Financial, we believe money doesn’t have to feel overwhelming or out of reach.

We’re here to bring clarity, confidence, and calm to your finances — with real, human support every step of the way.

Our approach is tailored, practical, and built for real life. From foundational financial education to strategic planning, we’re the friendly partner helping you organize, optimize, and grow your money with less stress.

Follow along and join the conversation! We regularly share financial tips, behind-the-scenes updates, and relatable content to help you stay empowered and informed.

We’re more than a service — we’re part of your financial journey. Let’s stay connected.

Learn more

Explore what we offer

Tax Preparation Consultation

No more second-guessing your taxes or rushing at the last minute.

We offer professional, personalized tax preparation for individuals, entrepreneurs, and small business owners. Whether you’re a freelancer, running an LLC, or just need help navigating deductions and forms, we handle it all with accuracy, clarity, and care.

Here’s what’s included:

  • Federal and state tax return preparation

  • Business & self-employment filings (Schedule C, 1099s, etc.)

  • Maximizing deductions and credits you actually qualify for

  • Year-round support — not just during tax season

  • Clear, jargon-free explanations every step of the way

We make sure everything is done right — and that you understand what’s happening along the way.

Bookkeeping Consultation

You focus on your zone of genius — we’ll handle the books.

We provide simple, streamlined bookkeeping services for entrepreneurs, creatives, and small business owners who want to stay organized — without drowning in spreadsheets.

Our bookkeeping services include:

  • Monthly income & expense tracking

  • Bank and credit card reconciliations

  • Categorization of transactions (we make it make sense)

  • Financial reports that help you understand your business

  • Support with QuickBooks, Wave, and other popular tools

Because staying on top of your numbers shouldn’t take over your life.
Whether you're just starting out or scaling up, we’ll keep your financials clean, compliant, and ready for whatever’s next.

General Consultation

Have questions? Need clarity? Let’s talk it through.

Sometimes you just need a financial friend to sit down with — someone who can break things down, answer your questions, and help you move forward with confidence.

Our general consultation is perfect if you:

  • Have tax or money questions but aren’t sure where to start

  • Need a second opinion on a financial decision

  • Want guidance on budgeting, business setup, or next steps

  • Feel overwhelmed and just need to talk it out with a pro

This is a no-pressure, judgment-free space where your concerns are heard and your goals come first.

You don’t have to figure it all out alone — you’ve got a Fund Friend.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!

Use the form below to reach out about:

  • Booking a service

  • General questions

  • Collaborations or speaking opportunities

  • Anything else on your mind!

We typically respond within 1–2 business days.