About Catherine

Welcome to CASH In Balance, LLC

Daily Money Management

Individuals & Small Business

​​Mission Statement

CASH I​n Balance, LLC provides assistance with your day-to-day monetary transactions to give you peace of mind and control over your ​​​​finances.​

​​What is a Daily Money ​Manag​​​er?

A Daily Money Manager (DMM) provides financial he​lp to individuals and small business clients.  Whether you are too busy, an individual with a disability and/or a health issue, a senior citizen, or a business owner in need of assistance, a DMM will be able to help.

A DMM can meet your needs from:

  • ​paying bills to reconciling checkbooks for individuals

  • ​b​ookkeeping to assisting with payroll for small business

DMMs do not eliminate the need for a CPA/tax accountant, attorney, or financial advisor and do not provide professional advisory services.  DMMs work in partnership with these advisors by assisting in organizing and maintaining financial records.

How can a DMM help me?​​

Our DMM services can be tailored around you. Typically, DMMs will:

  • organize your personal or small business's financial situation

  • save you time, money and effort

  • allow you and your advisors to make well informed decisions

These services translate into cleaner recordkeeping, improved clarity and better understanding of your financial position.​​

Errors/Omissions &
General Liability Insurance
Surety Bond
Free Initial Consultation
Save Time and Money
with CASH In Balance, LLC

We'll Come to You!

CASH In Balance, LLC - PO Box 320703 - Franklin, WI 53132 414-217-4510  - catherine@cashinbalance.com

All Rights Reserved | Created by CM Lonski

Copyright 2018

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