Our goals are to...
- Empower our clients with pertinent financial information
- Enhance their lives by simplifying administrivia
- Provide value through organization and caring
Company History
Throughout the years, online banking may have changed the way we deal with money, but there are a few things that have always remained the same. We strive to guide our clients through the complexities of managing day-to-day finances in a straightforward and non-intimidating manner. Whether you or a loved one need assistance with paying bills and balancing accounts or are running a small business and are in need of our bookkeeping services, we deliver solutions based on your specific situation. Not only does our comprehensive approach allow us to provide our clients with personalized solutions, but it also gives us the opportunity to create lasting relationships.
Our Leadership
Our team of highly professional and knowledgeable individuals continuously drives our company forward through their hard work, passion, and dedication.
Susie Marbury
Founder and Owner
Susie Marbury, the founder and owner of Checks & Balances for You, has had a varied career. In addition to working for over 30 years as a computer professional, she has also owned her own businesses and kept the books for her companies, as well as for others.
“With Checks & Balances for You, I want to bring my technical and problem-solving skills, my understanding of accounting principles, and my genuine desire to help other people to provide daily money management services. I see this as an extension of my ongoing efforts to create more sustainable communities and another way of giving back.”
Sammie Sánchez-Davis
Co-Owner
Sammie Sánchez-Davis joined Checks & Balances for You in March 2016. She spent many years working in customer service in various industries and she brings a strong customer focus to everything she does. Her background also includes the use of QuickBooks and, as a recent graduate of the Executive Master of Business Administration program at the University of New Mexico, she broadened and strengthened her knowledge of accounting and general business practices. Sammie loves working with and helping people and exemplifies a positive and upbeat attitude about all she encounters.
Our Mission
Checks and Balances for You delivers the highest quality personal assistance for daily money management activities. This could mean doing all of the tasks ourselves, relieving our clients of the daily burden; teaching and empowering our clients to be more proficient and efficient at managing their own finances, and everything in between.
Choose with Confidence
Checks and Balances for You is a registered participant of Global Investigative Services' proprietary Background Check Cleared Program. You can trust that we follow a rigorously vetted workforce and transparency.
