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

WHO WE SERVE

SOME OF OUR SERVICES

LET US
MANAGE YOUR
AFFAIRS
FOR YOU

  • 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.

Proud
Member Of:

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

My Personal Bookkeeper, Inc. BBB Business Review

Slide Michele Rubin is wonderful to work with. She's responsive and has been so helpful in getting our family to identify and manage a budget. The tools she's taught us to use have been instrumental in bringing better awareness to our family expenses. - Karen and Chris C. State College, PA Client Testimonial 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 has saved my life! I was always quite capable but at 92 years old, things have become more difficult. She handles so many things for me and straightens out whatever issues arise. I can't thank you (MPB) enough for saving my life.
My husband always took care of our taxes and he passed away last year. I didn't know what to do but Nicole handled everything. She made sure my accountant had everything that was needed.
Nicole has set up files for me and has everything organized. She put me in touch with a very nice lawyer to update my estate plan and helped me in meetings with him. I am always glad to have Nicole's help.

- Miriam L.
Chicago, IL
Client Testimonial
Slide We have felt much more comfortable with our budget and goals after using MPB. Susan has done an incredible job helping us categorize expenses and saved us hours of time each month. I really enjoy the in-depth reports and access we have at all times so I can spend as much time or as little time on our personal finances as we like. We have had much better conversations about our goals of what we want to do with our money rather than asking each other what we spent x on. Not having budgets for certain categories gave us both stress and now that we have those budgets we can plan accordingly. I’ve already referred you all to several colleagues and will continue to do so, the reduction in my personal stress regarding our personal finances has been freeing. Susan also helped us save some money each month, but that was not as wonderful as the piece of mind gained.
- Kevin & Maiken W.
Tampa, fl
Client Testimonial
Slide Susan has been great. She has been really helpful to us. I think both her work and her personality have been a great match.
- Mark I.
Lawrenceville, GA
Client Testimonial

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