Daily Money Management

Many people can use help with daily money management, including:

  • Older adults want to have an independent lifestyle. Their children have moved away and they depend on friends and other relatives for help with bill payments and basic bookkeeping. Mail can be overwhelming, especially if letters seem demanding in nature.
  • Busy or traveling professionals can have the assistance they need for someone to stay on top of billings and payables.

As a Daily Money Manager, I receive mail, review it for accuracy and importance, seek approval for bill payment or provide proof of payment. I can reconcile bank or investment statements, keep a set of books with periodic reports and prepare a tax return or refer my client to a CPA at tax time.

All communication is created with the highest security available, by email or fax.