Welcome to CASH In Balance, LLC
Daily Money Management
Individuals & Small Business
CASH In Balance, LLC assists you with your day-to-day financial tasks to give you peace of mind and control over your money.
What is a Daily Money Manager?
A Daily Money Manager (DMM) provides financial help 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
bookkeeping 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.