Balance Financial Launches New Personal Bookkeeping Software for Financial Professionals

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Balance Certified Pro Helps Make Personal Bookkeeping a Viable Alternative for Consumers Who Struggle to Find the Time and Energy to Manage Financial Chores.

Personal Finance Software
Personal finance is a chore and like any other, most consumers like the results that good financial habits provide but struggle to put in the effort and time required.

Balance Financial, a consumer finance software and services company, announced a new suite of products and services called Balance Certified Pro designed for CPAs, bookkeepers and wealth managers to provide personal bookkeeping services to their clients. Balance Certified Pro combines purpose built financial software, training, technical support along with specialized bill payment and budgeting tools.

“Personal finance is a chore and like any other, most consumers like the results that good financial habits provide but struggle to put in the effort and time required. 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 Devin Miller, CEO of Balance.

“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.

The average Certified Pro package is $49 per month. Financial professionals looking for view-only access can join for free and better serve their clients with easy, all-in-one access to information and spending reports to help better prepare a client for tax time or making long term financial decisions.

About Balance Financial
Balance ( is an alternative personal finance offering where every client receives a dedicated Personal Bookkeeper who uses purpose built technology to manage your finances for you. Balance Personal Bookkeepers assist in managing client mail, bill pay services, a personal budget, expense tracking and filing, all to a client’s unique specifications using integrated personal finance software and process automation technology. Balance software is available to consumers and financial professionals in the U.S. in partnership with technology providers Wells Fargo, ORCC and Yodlee.

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Devin Miller
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