Money Management

DAILY MONEY MANAGMENT

A Daily Money Manager (DMM) is a professional who brings order and clarity to your day-to-day financial activities by assisting you with personal bills, budgets, record keeping, etc. so that you can enjoy your life worry free. As a DMM and trusted adviser, I take pride in managing your personal financial affairs in a discreet, attentive, and professional manner. Security is a top priority.

I go the extra mile to build relationships with my clients in order to give them the support and guidance they need. Whether you're a senior who wants to remain independent, a frequent traveler who wants the peace of mind of having someone handle the mail and pay the bills while you are away, or a busy professional who just needs to lighten the load and have someone else take care of the everyday money-related tasks. These services can help you organize and safeguard your finances. Together we determine what plan works best for you.


Bookkeeping Services

Hiring a bookkeeper is more than just finding someone who can use a calculator. If you're overwhelmed trying to do your books and looking to free up your time to focus more on your clients then you're in the right place. Contact me for a free consultation and together let's see how I can help you get your finances in order.

As a Certified Bookkeeper and DMM I specialize in working with Solopreneurs who have their hands full. Monthly subscriptions are tailored to the client based on their necessity, transaction volume, and budget. This allows the client to get what they need at a price that is affordable.


Services can include:

Mail Sort

Mail is sorted to help protect from scams and fraud. By prioritizing bills and sorting regular mail from junk will help reduce the clutter.

Bill Pay Review

It provides peace of mind knowing that your documents are up-to-date. By preparing monthly budgets, bills are paid on time and accurately.

Tax Organization

Organization of bank statements, income tax, financial records, receipts and other tax related documents work wonders during the stressful tax season.

Notarizations

As a Notary Public this ensuring that signatures on legal documents are authentic and fraudulent activities can be easily prevented.