Personal Bookkeeping for Families & High-Net-Worth Individuals
Discreet Financial Oversight for Your Personal Life
Managing your personal finances shouldn’t feel like a full-time job. Whether you’re a busy executive, a retired couple in Bexley, or a high-net-worth family juggling multiple investments and obligations, our personal bookkeeping services are designed to give you peace of mind. We help individuals across Columbus and beyond stay organized, informed, and in control of their financial lives—with CPA-level accuracy and the utmost discretion.
From household bill pay to high-level account oversight, we act as your personal finance team behind the scenes.
Personal Finance Support Tailored to Your Needs
We work with families and individuals who want reliable, ongoing help managing their personal financial records. That might include:
- Managing and paying household bills and recurring expenses
- Reconciling personal bank and credit card accounts
- Tracking charitable donations and household budgets
- Logging investment transactions and coordinating with your financial advisor
- Preparing regular net worth or cash flow summaries
- Paying domestic staff and managing related records
For clients in Franklin Park, New Albany, Upper Arlington, and surrounding areas, we understand the financial complexity that comes with higher income or multi-generational family needs. We bring order to it all.
Helping Families & Elderly Loved Ones Stay Protected
Many families turn to us for help supporting elderly parents or managing finances for a loved one. We make sure personal bills get paid on time, track spending to prevent errors or overspending, and keep clear records that can be reviewed by children or trusted advisors.
We also assist with:
- Household accounting services for seniors
- Bookkeeping for family trusts and estates
- Ongoing financial recordkeeping for caregivers or POAs
By keeping personal finances organized and visible, we reduce the risk of fraud and help families make informed, confident decisions.
A Trusted Partner for High-Income & High-Profile Individuals
We work with professional athletes, business owners, and others whose public lives or complex portfolios require extra privacy and consistency. Many of our clients simply don’t have the time—or desire—to deal with day-to-day account oversight. That’s where we step in.
We maintain personal and business records separately, make sure nothing falls through the cracks, and offer consolidated reporting so you always know where your finances stand. It’s personal bookkeeping, professionally delivered.
Our Commitment to Confidentiality & Security
Trust matters when you’re handing over access to your personal financial life. All of our services are handled by experienced, long-term staff under the supervision of a licensed CPA. We maintain strict internal controls, and client confidentiality is a core part of our process.
Whether you need us to handle everything or simply reconcile your accounts each month, your information is secure and treated with the utmost professionalism.
A Clearer Financial Picture, Without the Stress
With our help, you no longer have to wonder what’s been paid, what’s overdue, or how your spending compares month-to-month. You’ll receive organized reports, clean records, and an extra layer of financial oversight that gives you confidence and clarity—without having to manage it all yourself.
Perfect Balance gives you:
- A true understanding of your monthly cash flow
- Timely payments of recurring and one-time bills
- Clear household and personal budget tracking
- Documentation for estate planning or financial advisor reviews
More time to enjoy life, and less stress about the paperwork
Can you pay my household bills on my behalf?
Yes. We manage your bill pay process to ensure nothing is missed and that your bills are paid on time from the appropriate account.
Do you offer personal bookkeeping for retirees or seniors?
Absolutely. We help many clients and their families manage ongoing finances later in life, offering peace of mind and reliable financial oversight.
Can you work with my financial advisor or wealth manager?
Yes. We frequently coordinate with outside advisors to ensure records are aligned, investments are logged, and your full financial picture is organized.
Is my financial data secure with you?
Yes. We follow strict confidentiality protocols and operate under CPA supervision. Your privacy and security are our top priorities.
How is personal bookkeeping priced?
We offer flexible packages based on the complexity of your finances and the level of involvement you want from us. We’re happy to provide a custom quote after an initial consultation.
Let’s Talk About What You Need
From helping your parents stay organized to managing the daily flow of your own financial life, our team is here to support you with professional, discreet bookkeeping services that put you in control. Let’s start the conversation and find a personal bookkeeping solution that fits your life.