Balance Financial, a consumer finance software and services company, has introduced a set of bookkeeping products and services called Balance Certified Pro.
The software is designed for bookkeepers, CPAs and wealth managers to provide personal bookkeeping services to their clients. Balance Certified Pro combines financial software, training, technical support along with bill payment and budgeting tools.
"With Balance, every client works with a dedicated Personal Bookkeeper who is specially trained to assist with managing bill payment, organizing financial accounts, tracking expenses, forecasting cash flow and finding ways to save money," said CEO Devin Miller in a statement.
Balance Certified Pro helps provide personal bookkeeping services to clients by integrating elements like bill payment, reporting and budgeting into one online tool. The company also offers nationwide marketing support to attract new clients and improve existing relationships.
The average Certified Pro package is $49 per month. Financial professionals looking for view-only access can join for free.
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