Personal finance collaboration software for professionals and their clients
.png){kind=small}
Personal Bookkeeper
Your Personal CFO To Manage Your Household Finances
Balance provides total relief from the chore of managing your personal finances. With Balance, every client has access to a dedicated Personal Bookkeeper to oversee and assist in mananging their personal finances.
Your bookkeeper will make sure your bills are received, reviewed and paid to your specifications. From there, we will help coordinate the creation of custom spending and budget reports as well as identify potential ways to save money.
Each bookkeeper at Balance goes through a thorough background check before hiring. From there, they must pass 2 levels of certification before directly managing any clients. The certification program includes detailed training and skills testing. Every Personal Bookkeeper is personally certified by the Balance CEO.
