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Checks & Balances for You helps clients with their day-to-day financial matters such as paying bills, balancing accounts, organizing financial files, and getting everything ready of the tax preparer. The clients who use our services include those who can no longer do this for themselves, were never very good at doing this for themselves, or simply don’t want to do this for themselves. We provide personalized services tailored to each client’s needs with the highest level of integrity and care.
In addition to daily money management services, Checks & Balances for You also provides bookkeeping services to small businesses and nonprofits. We customize our services to each situation to allow the busy entrepreneur to focus on their business objectives.
We offer a one-hour free consultation to meet with prospective clients, determine their goals, and allow them to get to know us. Our services can be done at the client’s home or from our office, using online resources.
Daily Money Management
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