Checks & Balances provides a variety of personalized services.

These include:


  • Review mail and dispose of confusing solicitations
  • Organize bills and review for errors
  • Set up a simple system to make sure all bills are paid on time
  • Write checks for client's signature
  • Set up bill pay and online banking
  • Reconcile bank and credit card statements
  • Manage bank balances to avoid unnecessary fees
  • Train on financial software
  • Meet with other financial professionals on your team
  • Track monthly income and expenses
  • Provide monthly spending or cash flow reports
  • Notary services