Wendy Sargent, the Owner of BALANCED Money Management, LLC, brings nearly three decades of invaluable experience in the accounting field to her current role, where she expertly navigates the complexities of personal finance for a diverse clientele. Her firm specializes in providing comprehensive accounting practices...
Wendy Sargent, the Owner of BALANCED Money Management, LLC, brings nearly three decades of invaluable experience in the accounting field to her current role, where she expertly navigates the complexities of personal finance for a diverse clientele. Her firm specializes in providing comprehensive accounting practices tailored to the unique needs of busy individuals, frequent travelers, adult children of aging parents, older adults, and high-net-worth individuals. Wendy's mission is to alleviate the burden of daily financial tasks, allowing her clients to focus on what truly matters in their lives.
At BALANCED Money Management, Wendy oversees key projects that streamline financial processes, ensuring that her clients can maintain their financial health without the stress of managing intricate details. Her expertise in fixed asset management, payroll, and bank reconciliation enables her to provide meticulous oversight of her clients' financial affairs. Wendy employs strategic planning and variance analysis to create customized financial strategies that align with her clients' goals, ensuring they are well-prepared for both expected and unexpected financial challenges.
Wendy's proficiency with accounting software, including Peachtree, enhances her ability to deliver precise and timely financial reporting. Her commitment to excellence in administration and general ledger management further solidifies her reputation as a trusted partner in personal finance. By leveraging her extensive knowledge and skills, Wendy Sargent not only simplifies the financial lives of her clients but also empowers them to make informed decisions that lead to long-term financial stability and peace of mind.
