Are your bills piling up? Do you need a budget? Are you feeling unorganized and overwhelmed? Daily Money Management Services can help! We provide customized and confidential services that will help you or a loved one gain back control of their day-to-day financial needs.
- Electronic bill paying.
- Preparation of checks for client signature.
- Review bills for accuracy and assure timely payment.
- Reconciling bank accounts.
- Preparing and making bank deposits.
- Receiving or delivering mail to post office.
- Set up and maintain an accurate record keeping system.
- Organize records for tax preparer.
- Prepare an annual budget.
- Provide budget-to-actual reports.
- Work with or set up personal financial software (Quicken, QuickBooks).
- Review credit card and bank statements for identity theft & fraud issues.
- Act as a liaison for client with legal, financial, medical and insurance professionals.
- Referring clients to legal, tax, investment professional and to community resources.
Services provided by DMMS do not take the place of your other professionals. We are not acting as your financial and investment advisor, accountant, broker, lawyer, realtor, insurance agent or case manager. However, we establish communication and business relationships with these individuals to best serve the needs of our clients. As members of the American Association of Daily Money Managers we are proud to maintain its high standards of practice and code of ethics.
Since our services are custom-tailored to fit your unique situation, fees are determined during our initial consultation.