Solutions

Our Solutions tip the scales in your favor.

At Simply Balanced Solutions, we offer a wide array of solutions to your daily financial problems. 

From one-off to temporary, transitional assistance to fully, done-for-you packages, we run the gamut for our clients. 

Learn more about our Solutions below or click to one that would benefit you most.
Our Bill Pay Solution is d​esigned for getting the hassle out managing day-to-day bills.
Our Reconciliation Solution is designed to keep track of all of the in's and out's of your accounts.
Our Taxes Solution is designed to be your CPA's biggest helping hand.
Our Organization Solution is designed for getting you out of the "shoe box" and into the cloud
Our Reporting & Net Worth Solution is designed to keep you "in the know" of all of your assets. 
Our Records & Communications Solution is designed to keep track of and maintain all of your important records and paperwork.

Bill Pay 

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.

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.

Online banking clients
If you are taking care of an older family member coupled with their finances, this is a great tool to help monitor accounts and pay bills.

When you work with us you remain in control of your finances, just without the hassle. In fact, you will find that with our service you will be better informed about your finances which can bring peace of mind to you and your family.
Those who prefer online banking we can also set up online banking payments to pay for bills.
  • It saves time. Bill pay vendors can be set up which includes the vendor name, address and your account number. So, to pay a bill monthly, you log in, type in the amount and push pay.
  • It saves on postage. There is no need for a stamp and a trip to the post office. Most bill pay platforms will indicate the date it will reach the vendor based on the date you schedule the payment. The post office does not do that!
  • It makes monitoring accounts easy. At a quick glance you can see what bills have cleared and which bills need to be paid.
  • It saves money. Automatic payments can be set up to known bill pay accounts to avoid late fees and interest charges.
  • It keeps your financial information safe. You do not have to worry about the security of your checking account information through the mail.
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 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.
Some benefits of organization:
  • It saves time. If you need to locate an important document, you can simply go to a filing cabinet and pull it out, instead of sifting through piles of paper or calling an outside party and waiting on them. Or worse yet, realizing that you don't even have the needed document.
  • It saves frustration. If you have to leave the house quickly, say in an emergency, being organized means there is one location to gather documents quickly and get to safety or to the loved one in need.
  • It creates peace of mind. There is a sense of calm and peace created for most of us when the kitchen counter or work desk is clear of clutter and you know all of the important items are taken care of and documents are in a safe place.
  • It save money. Often times, if original documents are lost and have to be recreated, professionals and companies will charge for recreation. This can become expensive. Also, missing deadlines on payment or investment maturities can wind up causing you to have to find costly replacements or reduce your access to your funds.
  • It keeps your documents and financial information safe. You do not have to worry about the security of your documents and accounts if there are tucked away safely in your filing cabinet or safe.

EVERYONE KNOWS......

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

Reporting:

When you work with us you remain in control of your finances, just without the hassle. In fact, you will find that with our service you will be better informed about your finances which can bring peace of mind to you and your family.

Budgeting & 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 to 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.

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.
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.

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

Complete Solutions

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

Simply Balanced Solutions is equipped to handle all of your daily money management needs.  So, why not bundle some of our Solutions and get everything handled together. 

Complete Bill Pay Service

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Contact us

[email protected]
727-421-5573

​Simply Balanced Solutions
P.O. Box 76505, St Petersburg, FL 33734

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Simply Balanced Solutions, LLC © 2024
Photos from wuestenigel, jridgewayphotography