Daily Money Management

We offer virtual personal bookkeeping also called Daily Money Management.

What is a Daily Money Manager?

A Daily Money Manager (DMM) is a professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more.

These professionals provide personal financial services to older adults, people with disabilities, busy professionals, and high net worth individuals.

Benefits of Getting Help

  • Financial Insight: Know where your money is going …and coming from. And create a customized budget.

  • Save Money: No more late fees or penalties as your bills are monitored and paid on-time.

  • Simplified Tax Prep: Track and organize your tax related information to make your annual tax prep a matter of hours instead of days or weeks.

How Does It Work?

  • We have an initial conversation to determine your goals and understand better the extent of your accounts and needs. 

  • Company owner, Dana, tracks monthly income/expenses across all accounts and is able to set up automatic or online bill pay if desired. She shares reports and other information with her clients electronically on a regular basis. 

  • Service is provided virtually using Quicken for Mac

  • Depending on your location, on-site support for paper management may be available

Don't let financial management be a burden. Focus your time and energy on enjoying life knowing your finances are being tracked and organized by a trusted professional.

Curious if This Service is Right for You?