Bill Pay Service

Simply Balanced Solutions takes care of paying your bills so that you don’t have to. You simply provide a list of the bills to be paid, we arrange for payment to be made on time. This way all household services continue without exception and your credit remains in good standing even when you are not around. 

Paper check writers

Those who want their bills paid by check; we can schedule a time to come them review the statements and assist with writing out the checks to be sent.

Online banking customers

Those who prefer online banking we can also set up online banking payments to pay for bills.

Make it easier - Streamline the bill pay process

We can work with you to set up automatic payments and then monitor your accounts to ensure that they are handled and accounted for properly.Those who want their bills setup to be paid automatically, we can schedule a time to come out and walk them through this process. Then on a monthly basis review the statements to compare the actual statements to what was paid. Any additional bills can be examined and paid at the time of the appointment.

NOTE: All your institutional passwords remain securely with you and we take care of the rest.

EVERYONE KNOWS......

There are real benefits to knowing your  numbers:
planning benefits, tax benefits & peace of mind etc.

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Reporting

We believe that communication is vital. So whether you like a paper statement or online report, we will provide you with a custom report detailing the bills paid, actions taken and reminders for what is coming up next. 

Budgeting and Planning

Budgeting is not only about controlling your spending; it is also about understanding your spending.  We help you put together a budget; we then provide ongoing consultation to help you stay on track. Simply Balanced Solutions monitors for you show that you’ll know where your money is going. 

Referrals for other Professionals:
​At your request, we also can work with you to provide financial, legal, and tax professionals the information they need to help plan and address your current and future needs.

When you simply want it done......

Simply Balanced Solutions is equipped to handle all of your daily bill pay management needs.  We take care of all your day to day financial duties, so you can get back to doing what is important to you.  We start by collecting your mail and determine which bills to pay.  To do this, Simply Balanced Solutions will set up an escrow account (bill pay account) from which only your bills are paid. We routinely pay your recurring bills and identify irregularities.

It's Time to Call

Complete Bill Pay Service

Organization of Tax Records

Saving the most on your taxes requires three things. 

1.  A Good Accountant
   
2. Good information
3. Proper Documentation 
   

To help you get the most, we start with getting you organized and then keeping you organized throughout the year.  We help you by providing you with a report of payments as well as maintaining the corresponding receipts to optimize your accounting for taxes throughout the year. This additional information and documentation could allow you to take advantage of applicable tax deductions and/or allow to maximize available tax credits.

We take the guess work out of taking care of your financial information. 
Our goal is to help make tax filing a breeze and help you potentially save money.

We can help you collaborate with your tax professional to determine the information and the documentation needed to ease your stress and get your taxes done on time.

find out how easy taxes can be

Online Bookkeeping - Access to your accounting

Those who want their income and expense available online; Real time classification & reconciliation of accounts. Simply Balanced Solutions can set up an online bookkeeping to classify and reconcile your transactions for you. We create custom reports for you to monitor your finances in real time.

We can make it happen

NOTE: All your institutional passwords remain securely with you and we take care of the rest.

Organization

Throughout life we make decisions, create legal documents and purchase insurance policies to care for loved ones and help us manage life’s twists and turns. Considering the care and time that you put into to creating them, it make sense to have them organized and accessible to help family and friends when the time comes to actually use them.   There are two reasons why people tend to be disorganized:

1) They don’t know how to organize what they have.
2) There is always something better to do.

We Understand. We have been there.

We also know the relief that comes when you know everything is taken care of and that you have your financial and legal affairs organized and your important papers are in a safe place.

time to get organization

Net Worth Statement

what does you financial picture look like?

Simply Balanced Solutions can provide a comprehensive financial picture of your net worth to help you and other professionals understand your financial resources and progress toward meeting your goals.  The Net Worth Statement can be prepared as a one-time only planning document or at regular intervals to help you track your progress.

What is a Net Worth Statement? It is a snapshot in time; it reports your assets and liabilities.
Simply put, you can hand us a stack of bank statements, investment statements, mortgage statement, credit card statements and whatever else you have and we will organize and provide you with your very own Net Worth Statement.