About Us
Simple Finance Software for Families & Professionals
For CPAs, Financial Advisors & Professional Bookkeepers
Balance Professional helps CPAs, financial advisors & professional bookkeepers better attract, retain, service and engage with clients. We help you manage more clients, stay in touch easier, increase efficiency, cut costs & increase client loyalty.
Full Featured Financial Tools
Balance includes a powerful suite of tools for individuals & profesisonals including full account aggregation, expense tracking, budgeting, filing, document storage, bill payment as well as messaging and task management tools.
A Personal Bookkeeper to Manage Your Financial Chores For You
For most families, personal finance can be a major stress. For many it is just another chore that gets minimal attention. Free, do-it-yourself financial tools don’t work for most people either. Our team believes an alternative should exist in personal finance that delivers an affordable, professional service much like in tax preparation and financial advisory services.
Balance offers the ability to use one of our highly trained, US based personal bookkeepers to manage your financial chores for you. We can pay bills, track spending and organize mail.
