ABOUT

Holistic Budget, APC

Holistic Budget, APC (HB APC) is a professional accounting service provider and financial literacy organization.

HB APC provides affordable state-of-the-art taxation services. Whether an individual or a business owner, we cater the client experience to your specific needs while providing excellent quality service. Our services include tax planning for individuals, businesses, and more.

We acknowledge the power of knowledge. HB APC provides various consulting services, including business operation audits, mortgage projection computations, and taxation compliance standards - endless possibilities.

A message from George

My issues surrounding my relationship with money started when I graduated from high school. I decided to take out my first credit card to buy myself a graduation present – an industry-standard camera due to my love for photography. I had been approved for a promotional 6-month 0% interest credit card, with a credit limit well above my camera purchase.

Over 13 years, I frequently found myself in a cyclical state of charging up to the maximum of my credit limits and then finding some clever way of paying them off – telling myself that was the last time I would go into debt! Months later, that cycle would continue – that is, until I reached a breaking point.

Like any great Taylor Swift song, it started and ended with a romantic fling. After picking up the pieces from that failed fling, I found myself spiraling back into my old ways of loading my credit cards. I would tell myself, “I really need this in my moment of grieving,” or “this will be the last time, promise.” After racking up enough debt to create a panic attack, I refinanced my condo for the third time to bail myself out. I reached a breaking point and decided that enough was enough – I needed to redefine my relationship with money.

Holistic Budget was birthed out of my journey. From holistic heaters to self-care initiatives, I could identify the complicated feelings and emotions that were continuing to propagate this lifestyle of indebtedness. Although not perfect, I find myself in a much healthier place today, as I have been able to face my deepest fears and make better choices that directly affect my finances. This is why I am here – to share the tools from my journey and help you redefine your relationship with money!