Whether you are a busy professional juggling family and business, a single career-oriented individual who values their time, a widow or widower who needs day-to-day money management assistance, Balanced Bookkeeping provides you with the following services:

Bookkeeping Services


Bookkeeping & Reports

Premium bookkeeping services provided by a seasoned executive administrator and Certified QuickBooks Pro-Advisor.

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Bill Payment for Elderly, Seniors, or Wards of the Court

Bill Payment

Payments & Deposits

No more late fees and bank charges. We’ll handle the bills and deposits while you focus on more important things.

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Manage Money, manage tax preparation and organize financial records for seniors

Records Organization

Taxes & Insurance Claims

From insurance policies to health care expenses, no more digging for important information. We’ve got it covered.

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Financial Organization, help with aging parents and their documents

Legacy Drawer

Document Organization

Can you and your loved ones locate important family documents and cherished mementos in an instant? Here’s how.

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Idaho Court Conservator

Conservators have court-ordered authority and responsibility to manage the affairs of those who can no longer make their own decisions about finances or health care. If the incapacitated person planned ahead and signed durable powers of attorney for finances and health care, that person won’t need a conservator because the person named in those documents can take charge. However, if no planning has been done — a common situation — then family members must ask a court to appoint a conservator or guardian.

Think of your personal daily money manager as a concierge assistant specializing in bookkeeping services to save you both time and money.

Wendy Werner Idaho Court Conservator Daily Money Manager DMM

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