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Balance Financial develops simple personal bookkeeping software and services for individuals and financial professionals nationwide. 

Are you a personal bookkeeper or daily money manager currently assisting clients with managing their daily finances?  Are you a member of the AADMM, NACPB or another professional bookkeeping organization? 


At Balance, we are looking for qualified, dedicated professionals to help us deliver on our promise to clients of a dedicated personal bookkeeper to manage their daily finances for them.

To get started, sign up for a FREE Financial Professional account at the link  above.  Once signed up, we will contact you to learn more about how we can help.  Otherwise contact us today about how we can give you an edge with powerful technology purpose built for personal bookkeeping and a business partner dedicated to the strength of your client’s financial lives.