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:
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Monthly or Quarterly Financial reports
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Accounts Payable
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Expense Categorization
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Accounts Receivable
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Bank
reconciliations -
Payroll Services
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In your office or mine!
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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