​​​​​​​​​​​​​​​​​​Personal Finances

​​

​​Our personal financial services include the following and are customized to me​et your needs:

  • Paying bills by preparing checks 

  • Opening and organizing mail

  • Setting up and maintaining financial files

  • Balancing/reconciling checkbooks

  • Making bank deposits and fund transfers

  • Monitoring and reconciling credit card activity

  • Organizing tax documents and other paperwork for CPA/tax accountant, attorney, or financial advisor

  • Deciphering medical insurance paperwork and verifying proper processing of claims

  • Handling vendor payment questions and disputes with the assistance of the client

  • Advocating on behalf of the client to connect with other service providers

  • Referring clients to investment, legal, and CPA/tax accountant professionals

  • ​Interacting with professional advisors on the client's behalf

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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