Bringing Peace Of Mind To Your Finances & Family Empower Your Financial Future Redefining Financial Management, Together




  • Bill Pay and Bank/Credit Card Account Reconciliation
  • Household Budgeting
  • Expense Tracking and Financial Reporting
  • Tax Organization
  • Insurance Claim Management
  • File Organization
  • Life & Estate Guide
  • And more….

Frequently Asked Questions

We want you to have as much information as possible about MPB up front so you can be comfortable and have peace of mind when deciding to let us help you, a family member, or a client. Click the below button to find answers to the questions we are asked most frequently. We are always available to answer additional questions not referenced below.

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My Personal Bookkeeper is proud to have an A+ Rating from the Better Business Bureau

Slide I’ve really appreciated having this service for the past three or four years for my sister who recently passed away. It was nearly a necessity since I had durable and medical POA for her, was working a demanding full-time job throughout, and was in a city many hundreds of miles away from Chicagoland. I couldn’t have managed without lots of help, and a big piece of that was having MPB’s help. Our particular Client Advocate was SO good at her job–i.e. bookkeeping/accounting–and I’m certain she saved us lots of money, especially as it pertained to long term care facility billing and other medical benefits. But in addition to her professionalism, our Advocate was a fine, thoughtful, and warm person. Caring for a loved one–perhaps especially at a distance–can be heart wrenching business, and she often boosted my spirits and confidence along the way. I never doubted for a moment that she truly cared about me and my sister, and that’s meant so much to me. - David Philadelphia, PA Client Testimonial Slide We have worked with My Personal Bookkeeper, Inc. for approximately two years and we are very happy with their service, professionalism, and expertise. They have helped us organize and streamline our finances and they have given us great advice and guidance on eliminating unknown, and unwanted, fees and costs.
We will continue to employ their services and highly recommend them to others who are looking to organize and consolidate their bills, expenses, assets, and income under easy to understand reports and spreadsheets.
- Ed B. Battle Creek, MI
Client Testimonial
Slide The team at My Personal Bookkeeper has been a valuable resource for me! I work with adults who are often over busy and disorganized and MPB is a great resource for them. Not only for their bookkeeping services but also for their great content on their blog. I love that they think of financial housekeeping tasks that people often forget and they provide gentle reminders and education. Highly recommend MPB! - Suzy Carbrey Owner & Speech Language Pathologist, Cognitive Communication Solutions Partner Testimonial Slide Nicole and I met yesterday and I think it was very productive and the outline that she presented was exactly what I had envisioned….I am so happy to be meeting with her as she is very responsive and I am looking forward to our next time together.
- Nancie D.
Chicago, IL
Client Testimonial

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