In-Home Personal Bookkeeping Services in Waterloo, IA & Austin, MN
If managing your personal finances feels overwhelming, you’re not alone—and you don’t have to do it alone. At Martana Bookkeeping, we offer personal bookkeeping services for individuals, families, and seniors in Waterloo, Iowa, Austin, Minnesota, and surrounding areas. Whether it’s bill pay, checkbook balancing, budget tracking, or organizing financial paperwork, we’re here to help you feel confident and in control.
As someone who recently returned to her hometown of Waterloo, I’m proud to serve both this community and my Austin clients. With over 20 years of bookkeeping experience and a compassionate, judgment-free approach, you’ll get the personalized care and peace of mind you deserve.
We specialize in working with older adults, busy professionals, or anyone who simply wants trustworthy support to stay on top of their finances. Whether you’re local or prefer working remotely, we are here to make your financial life easier.
🧾 Our Personal Bookkeeping Services Include:
- Bill Pay & Organization – Never miss a due date again. We help you set up systems and reminders—or manage it for you.
- Bank Account Reconciliation – Make sure your records match your bank statements each month for peace of mind.
- Budget Tracking & Expense Management – Know where your money goes and get support sticking to a budget that works for you.
- Support for Seniors – We offer gentle, confidential financial help to older adults who may need assistance managing their daily money matters.
- One-Time or Ongoing Support – Whether you need a one-time clean-up or monthly help, we’re flexible to meet your needs.
- Fraud Monitoring and Alerts – Helping you stay vigilant against fraudulent charges by regularly reviewing your bank statements and accounts.
💗 Who This Is For:
- Seniors who need help managing household finances
- Busy professionals with no time for money tasks
- Individuals going through a major life change (divorce, illness, loss)
- Adult children helping aging parents stay independent and financially organized
🔒 Confidential, Caring, and Judgment-Free
We know this kind of help takes trust. That’s why we prioritize confidentiality, patience, and genuine care with every client we serve. Whether you’re local to Waterloo or Austin, or prefer to work remotely, we’re here to help you feel secure in your financial journey.
💰 Personal Bookkeeping Services in Waterloo, IA & Austin, MN
Whether you need help balancing your checkbook, paying bills on time, or organizing important paperwork, we’re here to simplify your life with compassionate, reliable support.
In-Person or Virtual Meetings Available
Whether you’re local to Waterloo, IA, Austin, MN, or surrounding areas, or prefer the convenience of working remotely, we’re here to ensure your finances are well-organized and secure. For many individuals—especially older adults, busy professionals, or those who may never have handled bill paying or budgeting—our in-person services provide the personal attention they need. But for those who prefer a more hands-off approach, we offer virtual meetings and remote management of all your financial tasks.
For those who are looking for extra peace of mind, our in-person visits not only provide essential financial services but also a compassionate, friendly face. If you have family members living far away, we offer that extra reassurance knowing that their loved one is being well cared for and their finances are in order.
📦 Pricing
Basic Plan
- ✔️ 1 Home Visit Per Month (up to 1 hour)
- ✔️ Bill Pay Support
- ✔️ Checkbook Balancing / Transaction Review
$125/month
Standard Plan
- ✔️ 2 Home Visits Per Month (up to 1 hour each)
- ✔️ All Basic Plan Features
- ✔️ Budgeting & Cash Flow Guidance
$225/month
Full Support Plan
- ✔️ Weekly Home Visits (up to 1 hour each)
- ✔️ Ongoing Financial Organization
- ✔️ Coordination with Family or Advisors (as needed)
$375/month
We also can structure a monthly plan personalized to your needs, schedule a call below.
Travel outside Waterloo, IA or Austin, MN may include a small mileage fee.
📞 Not Sure What You Need?
We offer a free 30-minute phone consultation to learn more about your needs and answer any questions. This is not a sales call—just a friendly conversation to see if we’re a good fit. You’ll receive a personalized quote and helpful insights—no pressure, ever.