Services

Day to Day Money Management help for elderly, senior citizens and aging parentsBalanced Bookkeeping brings balance to today’s hectic lifestyles, in addition to managing everyday financial tasks.

Balanced Bookkeeping serves as a trusted “back office” for small businesses, individuals, senior citizens, families juggling busy lives, and can act as a court-appointed Idaho Court Conservator. Accurate, dependable and personable, Balanced Bookkeeping provides professional assistance with:

  • Daily money management
  • Certified Idaho Court Conservator

Including:

  • On-time bill paying
  • Reconciling banking, credit card and loan accounts
  • Preparing and making bank deposits
  • Organizing paperwork: tax records, insurance claims, and health records
  • Managing airline miles, gift cards and credits
  • Negotiating with creditors
  • Preparing “Legacy Drawers” to ensure the safekeeping of essential paperwork and records

Company founder, Wendy Werner, is a member of the American Association of Daily Money Managers (AADMM) and is a Certified QuickBooks Pro-Advisor. Wendy’s bookkeeping and administrative career spans three decades. It includes extensive experience involving service industries and real estate property management.

Balanced Bookkeeping saves time and reduces worry. It eliminates late fees and penalties. Balanced Bookkeeping provides clients with greater freedom and the assurance of ready access to organized financial documents and important records. Why pay above-market rates for an accountant or CPA firm to handle these financial tasks?

For an initial no-obligation consultation, contact Balanced Bookkeeping at info@balancedbookkeeping.life.