"Typically only the wealthiest of Americans could afford a bookkeeper but with our proprietary technology and by partnering with financial professionals around the country we can help make personal bookkeeping a realistic alternative for millions of Americans. Balance Certified Pro helps us support both existing personal bookkeepers as well as thousands of other financial professionals looking to extend their existing service offerings," said Miller.
Balance Certified Pro helps bookkeepers provide personal bookkeeping services to clients by streamlining much of the process flow and integrating elements like bill payment, reporting and budgeting into one online tool. Balance Certified Pro provides detailed training on a proprietary personal bookkeeping platform as well as offers nationwide marketing support to attract new clients and improve existing relationships.
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SOURCE Balance Financial