Handling personal and small business daily financial matters to foster a better financial trajectory. Fiscally Balanced® can take the burden of helping with daily financial tasks and creating a better financial workflow.
404.865.1299
info@fiscallybalanced.com
Individuals | Families | Small Businesses | Adult Children | Seniors | Busy Professionals | Travelers | People in Life Transition | Fiduciaries
“…My obligations are met on time, my bank accounts look great, and I absolutely do not stress about my finances at all…”
Financial Goal Setting. Collaborate to establish short-term and long-term financial goals. Develop action plans and provide guidance to achieve bill payment objectives.
Review of Bills. Gather information on bills regarding invoice dates, close dates, due dates, payment amounts, form of payment, manual or automatic payments, and how bills are received.
Bill Organization & Payment Scheduling. Organize bills and set up a system to schedule and manage bill payments.
Expense Tracking. Help track expenses by categorizing and recording transactions. This will provide insight into spending habits, categorize and summarize items that could be tax deductible, and enable better financial decision-making.
Account Reconciliation. Regularly review bank statements, credit card statements, and bills to ensure accuracy and identify any discrepancies. Reconciling accounts will also help identity fraudulent charges.
Negotiating With Billers. Assist in negotiating better terms with billers, such as lower interest rates, reduced payment plans, or waiving late fees. This can help alleviate financial burdens.
Reconcile Medical Bills to Insurance Claims. Reconcile medical bills to insurance explanation of benefits (EOBs) to ensure insurance has paid their responsibility prior to payment of medical bills.
Financial Education and Coaching. Provide personalized financial education and coaching sessions to empower those that want to learn how to create a bill payment workflow for themselves.
Refer To or Meet With Other Professionals. There are times when it is necessary for us to refer you to someone who specializes in something specific and other times where a coordinated effort is helpful. Whether it is a professional you are already working with or if you need a referral to one of our many professional partners, we stand ready to recommend or assist you or your business.
Work is performed remotely, but some situations or tasks may need to be handled in-person in the Metro Atlanta area. Our approach is to help only where help is needed as one-time support or ongoing assistance, always starting with the client’s goals in mind.
Budgeting & Spend Analysis Services »
Financial Organization »
