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

Sammie Sánchez-Davis

Account Expert

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.

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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.  

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