As your DMM, you maintain control while we assist you in the daily oversight of your financial responsibilities. We give you the comfort of having someone you can count on as an advocate for your financial welfare.
For individuals – Some people need help running their financial lives due to aging, loss of a mate, or you are a career-oriented professional whose greater time value is your lifestyle and travel. If tax time is a hectic, chaotic time with a Daily Money Manager you are always prepared and your financial statements (Net Worth, Income and Expenses) are available on a moment’s notice for your CPA, attorney, or financial adviser. Quicken support and setup. Try our scanning service! We can take your life “paperless”, eliminate that file drawer, and make all documents instantly available.
For Business - We help small businesses setup and maintain Quicken and QuickBooks systems, pay bills, prepare reports, reconcile accounts – all coordinated with your CPA and attorney. Our services are design to support your focus on your work and freeing your time to grow your business. You choose how much or how little our involvement you would like to have.
For Seniors – Older clients who work with us can enjoy their lives more knowing their financial affairs are in order, accounts balanced, and bills are being paid. We serve families and guardians who can’t handle the financial management. We watch for any sort of fraud or irregularities in accounts plus review incoming mail and insurance paperwork.