Our mission is to simplify your life.

---

Simply Balanced Solutions delivers peace of mind to individuals and their families by providing individualized financial care and personal organization.

We are eager to help you take control and regain your financial footing to better balance your life.

Connect today

​​
​We offer Solutions
​for your financial challenges

---

We are here to help and want you to be at ease. Our broad array of solutions include:

• ​Bill Pay
• Bookkeeping
• Organization
• ​and more...

While many of our solutions can be standalone, we also offer Complete Solutions that bundle several of our most popular services. 

more solutions & bundles

"SBS focuses on rebuilding confidence and stability within your finances."

---

Jennifer Shulman, MBA, CDMM is a certified professional and experienced accountant. For over 11 years she has been leading Simply Balanced Solutions and helping many people on their financial journeys.

Learn more about Jennifer

Answers to Common Questions

CDMM

Certified Daily Money Managers are more than bookkeepers. 

We maintain not only the ins and outs of your accounts, but keep you organized and prepared for any financial situation.  

We have gone through a rigorous certification process. We have professional insurance and background checks to ensure that you have a knowledgeable and responsible person helping you.

We keep you in control of your finances - our role is to help manage the hassles of staying on track. 

more cdmm & aadmm info

RESOURCES

It's easy to get overwhelmed with managing finances. These resources should help to get started on a path to success!

• Bill Pay Article
• Organization Article
• "Do you NEED a CDMM?" Article
• "How to work with a CDMM" Article

Over the past 10 years we have built up several resources to help our clients and their families. You can find even more here:

• Bill Pay Articles
• Organization Articles​​

More Resources

---