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 a better understanding of your financial position.