A Moment with us changes your Financial Future
We are a team of experienced financial advisors who are dedicated to helping you achieve your financial goals.
About Us
At In The Moment Financial Services, we empower individuals and small businesses—especially those in underserved communities—through expert tax preparation, bookkeeping, business coaching, and real estate consulting. Our mission is to make financial literacy accessible and actionable, helping you build wealth, stay compliant, and take confident steps toward your financial goals.
Our Services
Comprehensive financial solutions tailored to help you achieve your personal and business goals
Tax Preparation
Professional tax preparation for individuals and small businesses, ensuring accuracy, compliance, and maximum deductions.
Bookkeeping & QuickBooks Training
Monthly bookkeeping services and hands-on QuickBooks training tailored to help you manage and understand your business finances.
Business Coaching & LLC Formation
Step-by-step guidance to help you form your LLC, structure your business properly, and create a plan for sustainable growth.
Real Estate Coaching
Personalized coaching to help you launch or grow a profitable rental property portfolio using proven strategies.
Financial Literacy Workshops
Educational sessions designed to teach individuals and business owners the fundamentals of money management, taxes, and financial planning.
Testimonials
What our clients say about us: real stories of trust, professionalism, and outstanding financial service.
My husband and I had an incredible experience with Jarde' and her team. We were communicated with consistently and all our questions were answered quickly. Highly recommend!
Jarde truly understands the unique needs of small businesses. She does a stellar job with tax prep and empowers you to manage your books. Highly recommend In the Moment!
Always great, easy, speedy service!
Very professional and makes me feel heard. I recommend!
Our experience with Jarde' as our tax preparer was exceptional. She was informative, thorough, and made tax season stress-free. Highly recommend her services!
Jarde and the team provide excellent customer service with my taxes every year. We truly appreciate their professionalism and care.!
Jarde' and team were on point. Personable, professional, and prompt. I will definitely use them again!
Ready to Take Control of Your Financial Future?
Let's create a plan for your success. Whether you need tax help, business coaching, or real estate advice, our team is here for you.
Contact Us
Ready to take the next step? We're here to help you achieve your financial goals.
Get in Touch
Visit Us
123 Financial Street, Suite 100, Atlanta, GA 30303
Call Us
(123) 456-7890Email Us
info@inthemoment.com