CAS manage financial chores for you by a connecting you to one of our highly trained professionals. Any client with CAS can be assigned a dedicated Personal Bookkeeper to manage regular financial chores related to expense tracking, budgeting, bill pay, filing and overall working to save you time and money while reducing stress and headaches.
Your bookkeeper will spend the time organizing your account to your unique situation and ensure you have the information availble to make more informed financial desicisons.
Again, the key to CAS is your personal bookkeeper who assists with receiving, reviewing and paying all of your monthly bills. Redirect your bills to a CAS processing center, we review each bill against a preset list of payment preferences and then determine the best manner to proceed. Balance can pay any US bill from any US checking account.
With CAS, your bookkeeper is there to ensure bills are reviewed and paid on time.
Each CAS account gives you the ability to organize and store important documents online. Your bookkeeper will prepare a set of custom file folders for you and can organize reports and important documents securely online. From there, share documents and reports with a trusted financial advisor for free!