About Catherine​​​​​​​​​​

​

​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:

​

• Corporate​

• Charitable organization​

• Manufacturing

• Public accounting

• Healthcare

• 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

• Internal controls

• Month-end closing

• Payroll

 

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 November of 2012, 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, and Milwaukee Waukesha Aging Consortium.

​