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Welcome to CASH In Balance, LLC

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Daily Money Management

Individuals & Small Business​

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​​Mission Statement

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CASH I​n Balance, LLC assists you with your day-to-day financial tasks to give you peace of mind and control over your ​​​​money.​

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​​What is a Daily Money ​Manager?

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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.

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A DMM can meet your needs from:

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• ​paying bills to reconciling checkbooks for individuals

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

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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.

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How can a DMM help me?​​

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

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• 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

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