​​​​​​​​​​​​​​​​​​Personal Finances


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

  • Pay bills by preparing checks or online 

  • Open and organize mail

  • Set up and maintain financial files for CPA/tax accountant, attorney, and/or financial advisor

  • Reconcile bank and credit card accounts

  • Monitor bank and credit card activity for accuracy and/or any suspicious activity

  • Prepare and deliver bank deposits

  • Decipher medical insurance paperwork and verify proper processing of claims

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

  • Process and submit bills to a special needs or disability trust

  • Submit claims to long term care insurance and confirm the accuracy of the reimbursement

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

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

  • ​Interact 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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