CASH In Balance, LLC

CASH In Balance, LLC provides you with financial assistance with your day-to-day transactions for individuals and small businesses to give you peace of mind and control over your finances. Whether you are too busy, a senior citizen or business owner in need of assistance, we will be able to help. We can meet your needs from paying bills to reconciling checkbooks for individuals and bookkeeping to assisting with payroll for small business. CASH In Balance, LLC work in partnership with your CPA/tax accountant, attorney, or financial advisor by assisting in organizing and maintaining financial records. Our services are tailored around you and will organize your financial situation; save you time, money, and effort; and allow you and your advisors to make informed decisions

These services translate into cleaner recordkeeping, improved clarity and understanding of your finances. Mission Statement:
CASH I​n Balance, LLC provi​des assistance with your day-to-day monetary transactions to give you peace of mind and control over your ​​​​finances.​

​​What is a Daily Money ​Manag​​​er? A Dail​y Money Manager (DMM) provides financial he​lp 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 individu​als
b​ookkeeping 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 better understanding of your financial position.