In addition to offering bookkeeping and financial management services to businesses, In Balance Bookkeeping Solutions also provides personal bookkeeping services. Many of our clients have personal financial needs that can be overwhelming to manage, and we take pride in providing comprehensive, confidential, and secure services to streamline and organize your personal bookkeeping tasks.

Who Can Benefit from Personal Bookkeeping Services?

There are many families who can benefit from personal bookkeeping services.

Senior Citizens

Senior woman on computerMany seniors appreciate the opportunity to stay independent by using a personal bookkeeper to manage their finances. This can give adult children peace of mind that there is a second set of eyes ensuring that their parents are not being taken advantage of.

Small Business Owners

Many small business owners use a bookkeeping service for their company’s needs. However, these business owners can also benefit from using personal bookkeeping as they try to manage both sets of finances simultaneously.

Changing Circumstances

Whenever families are going through major life changes, such as divorce, death, or other challenges, the paperwork and financial impact can be overwhelming. A personal bookkeeping service can be exactly what’s needed to navigate the changes and get things back on track.

Desire to Reduce Paperwork

Sometimes there is no reason to look for a personal bookkeeping service other than the desire to downsize the amount of paperwork and responsibilities that come with managing a household. Many busy professionals can handle their own bookkeeping, but prefer the simplicity and organization that comes with outsourcing this time-consuming task.