Services

Personal Bookkeeping

Whether it is called bill pay services, personal bookkeeping or daily money management our services are focused on assisting individuals and families better manage and understand their personal daily finances.   Our services cater to many types of clients such as high net worth, busy executives, hard working families, seniors, business owners, professional athletes and many others with unique personal financial needs.   All of these clients have Balance Financial manage recurring bill payment and / or monthly expense tracking.  The complexity varies greatly from account to account but the basics are the same.  An overview of the personal bookkeeping services we provide are as follows:

Document Management: Balance Financial receives and processes your monthly bills and in some cases, all of your mail.  It is then scanned and posted on a secure website for your review.  We also can shred or store the documents. 

Bill Review:  Your personal bookkeeper will review each bill for accuracy, overcharges, changes to the account and information you deem important. We make sure you aren't missing any small details that can lead to big problems.

Bill Payment:  Paying bills using your Concierge Bill Pay ®  Account is not only managed by our team but we provide a number of payment options from credit cards to automatic drafts from most US bank accounts for your convenience.  See the Concierge Bill Pay ®  demo

Vendor Disputes:  One of our most valuable features, your personal bookkeeper can
argue that annoying overcharge or question any potential fraud on your behalf, saving
you the headaches and hassle.

Household Expense Reports:  Many of our clients have Balance Financial update and manage a Quicken® file to track monthly expenses.  We compile your monthly income and expense data and create custom reports to your specification.  Be better informed of your true cash flow and more prepared for end of year taxes.  In many cases, we manage the Quicken® or QuickBooks® account our clients have been trying to manage.  See our sample expense reports

Cash flow management:  Your bookkeeper can monitor account balances and maintain certain levels of cash reserves where needed.

Investment Properties / other entities:  Balance Financial has years of experience in managing all sorts of separate entities that a client may have such as investment properties, specialty trusts, private foundations and more.

Daily Financial Process Management:  Many of our clients do not need ongoing support, they need a one time review of how they can better manage their finances on their own.  Our experienced staff with years of managing finances for our clients will create a custom plan just for you with recommendations on how you can stay more on top of your daily finances.

Work with financial advisors:  For many clients, we partner with their trusted advisors to manage more complex daily financial structures.

AVAILABLE NATIONWIDE

 888 – 245 – 3254  

To get a sense of how Balance Financial can best help you, please call or email today for a free consultation.  During this call, a representative from Balance Financial will provide you with a quote and discuss how we would structure your account.