Biographical Information
We began our daily money management journey in 2012 and Checks & Balances for You (CB4U) is now a team of 6 serving a diverse clientele.
Our goals are to:
empower our clients with pertinent financial information;
enhance their lives by simplifying administrivia;
provide value through organization and caring.
We strive to guide our clients through the complexities of managing day-to-day finances in a straightforward and non-intimidating manner. Whether our clients need help with paying bills and balancing accounts or bookkeeping for a small business, we deliver solutions based on their specific situations. Our comprehensive approach allows us to provide personalized solutions and to create lasting relationships.
