At Bushido Bookkeeping, our Personal Financial Organization (PFO) services are grounded in integrity, discipline, and clarity—backed by our professional affiliation with the American Association of Daily Money Managers (AADMM).

As an AADMM member, I adhere to the highest standards of ethical conduct, confidentiality, and client-first service. All PFO engagements reflect their nationally recognized code of ethics, so you can trust that your personal financial life is handled with care, transparency, and structure.

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What We Do

Most busy professionals are overwhelmed by scattered statements, forgotten subscriptions, untracked spending, and incomplete financial snapshots. We fix that—through spreadsheet-based systems that actually work.

Our PFO services are built for people who need structure and relief. We specialize in:

1. Income & Expense Tracking
   Organically reconciled systems that monitor both income and expenses across credit cards and bank accounts—organized by statement cycle, not just date—for unmatched clarity.

2. Custom Net Worth Statements
   One clean snapshot showing your assets, liabilities, and total net worth—updated monthly to replace financial fog with confident decision-making.

3. Credit Card & Bank Transaction Tracking
   We categorize, verify, and summarize every transaction within your credit card and bank statements—proactively identifying inconsistencies or missed payments.

 

A Professional You Can Trust

I spent 20+ years managing multi-million-dollar budgets and R&D portfolios for the U.S. Army Research Laboratory—ensuring strategic resource allocation, regulatory compliance, and financial accuracy under pressure.

In parallel, since 2016 I’ve managed the books for Russell Kingdom Investments, LLC, a real estate investment company I own and operate. In addition to tracking net worth, I reconcile credit card cycles and maintain clean financial systems that ensure clarity and control.

This dual background in institutional financial oversight and personal hands-on bookkeeping gives me a unique advantage: I can bring Fortune-level rigor to the personal financial lives of everyday professionals.

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You Deserve More Than Another App

You won’t find gimmicks or judgment here. Just clean spreadsheets, structured systems, and a clear monthly workflow tailored to your needs. Because when your finances are in order, your mind is free to focus on what truly matters.

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AADMM Affiliated

As a proud member of the American Association of Daily Money Managers, I’ve passed a national background check and adhere to their standards of professionalism, ethics, and continuing education. You can learn more about AADMM at www.aadmm.com