Fiscally Fit, Inc.
Daily Money Management for Seniors, Professionals & Small Businesses
Fiscally Fit, Inc.
ph: (650) 965-4090
alison
About Us
Alison Salisbury
Founder of Fiscally Fit, Inc.
Alison provides Daily Money Management services for seniors, busy individuals and small business owners. Shes specializing in family finances and administration, household payroll, organizing tax paperwork, as well as setting up accounts and filing systems for small businesses.
A busy mother of two and the adult child of an aging parent, she is empathetic to the special needs of busy professionals and seniors. With first-hand experience, she has a wealth of knowledge and resources she routinely uses with her clients.
With over twenty years of experience in administrative and financial operations, Alison has managed staff, coordinated special events and conferences, and created publications and reports for a variety of organizations. She is adept in Quicken, QuickBooks, on-line banking systems, as well as good old pen and paper. Whatever your preferred system and comfort level, Alison provides personalized attention.
Alison has the steadfast belief that when your financial affairs are organized and under control, stress is released from all other areas of your life.
As a proud member of the American Association of Daily Money Managers (AADMM), Alison is fully committed to the Code of Ethics established by the Association. Along with her personal integrity, she provides peace of mind to her clients.
What Others Say...
“Alison offers an extremely unique service as a daily money manager. She provides insightful and strategic perspective on business practices, financial records and overview. She is lovely as they come in terms of approachability and is a go-getter who anticipates upcoming needs and gets tasks accomplished promptly. My business has been revolutionized due to her support-- I recommend her without hesitation.”
Rachel Schneyer, Nov 2008
"Alison took us from ‘clutter to consolidation’ – first by sorting our reoccurring monthly statements into accordion style hinged box – to give us ease in quickly locating payment stubs. Next she developed a ‘Grab & Go’ binder filing system for important household documents. In case of an emergency, we can now just take the ‘box and binder’ and leave.
Additionally, we worked on my business office’s ‘renewal’. Alison developed systems for me to effortlessly access my current and future project files.
Alison takes an enthusiastic ‘can do’ approach with her client and makes a seemly insurmountable ‘task’ flow with ease and enjoyment.
I highly recommend her for your organizational needs."
Alysia Kehoe,
President, Kehoe Consultants, Dec 2008
"Alison was recommended by Darlene, our medical aid service case manager. She suggested that Alison to help us with managing bill paying and payroll for caregivers. We think the world of her – she is so capable and knowledgeable.
As a result of working with Alison we have peace of mind. She has an excellent handle on money matters where a level head is especially important. With Alison’s delightful personality, we have fun too. We’re very fond of her, and think of her as a member of the family. Trustworthy and accurate, we would recommend her to anyone."
Elizabeth & Oliver Ryder, Dec 2009
"Alison is perfectly suited for her work. Kind, knowledgeable and capable, I trust her judgment implicitly. My bills are paid and my papers are organized; you can actually see and use my dining room table! Now I don’t worry about money anymore. She lets me know how much I can spend so I am much more at ease with my situation. And, of course, I always look forward to seeing her. "
Maria J., Jan 2010
"Alison was the best personal financial assistant I ever had."
JKS, May 2008
Affiliations:
Association of Daily Money Manager
Los Altos Chamber of Commerce
Fiscally Fit, Inc.
ph: (650) 965-4090
alison
