CASH In Balance, LLC's owner, Catherine A. Schramka Heidemann, is an accounting professional with over 25 years of experience and has worked in for-profit and non-profit environments including:
- Charitable organization
- Public accounting
- Small business
Catherine graduated Magna Cum Laude with her bachelor's degree in Accounting from Lakeland College and also has a major in Management Information Systems from UW-Milwaukee.
Her business background is in:
- Account analysis
- Accounts receivable/payable
- Bank/account reconciliations
- Budgets and cash flow management
- Financial statements
- General ledger
She started her career paying bills and reconciling checkbooks for Schramka Funeral Homes and ended her corporate career as the Controller at United Way in Waukesha County.
After attending an American Association of Daily Money Managers' (AADMM) national conference in Chicago, IL, she felt that a career as a daily money manager would provide her an opportunity to utilize her work experience to help others.
Catherine is a member of the American Association of Daily Money Managers and adheres to AADMM's Code of Ethics and Standards of Practice. She is also a member of the Southern Wisconsin Regional AADMM, South Suburban Chamber of Commerce, MKE Senior Network, Waukesha Senior Consortium, and the Professional Women of Wisconsin.