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Why would you hire a daily money manager?

Solutions for home.

Daily Money Management can include:

  • Bill Paying
  • Preparing checks for client signature
  • Fiduciary / Conservator / Trustee work
  • Balancing checkbooks
  • Monitoring credit card activity
  • Organizing tax documents
  • Verifying proper processing of medical insurance
  • claims
  • Organizing financial documents
  • Open and sort mail
  • In-home services available

Solutions for business.

Daily Money Management can include:

  • Monthly or Quarterly Financial reports

  • Accounts Payable

  • Expense Categorization

  • Accounts Receivable

  • Bank reconciliations

  • Payroll Services

  • In your office or mine!

  • I work with your CPA so they get what they are looking for throughout the year, especially at tax time

Fiduciary Solutions

  • Separating the responsibility for the physical care of a person from the care of their money
  • Conservator work
  • Act as a Trustee
  • Act as a personal representative
  • Manage disability trusts