My Services

As a Daily Money Manager, my services are not limited to bill paying services.  I can also help organize your financial records for other professionals you provide records to, such as your tax preparer.  Since each client has unique needs, I will work closely with you to determine what services will best meet your needs and budget. 

My services include, but they are not limited to:

  • Reviewing bills for accuracy
  • Scheduling bills for timely payment
  • Setting up Bill Pay, if desired
  • Preparing checks for client signature
  • Balancing checkbooks
  • Reviewing credit card and bank statements for fraud 
  • Budgeting monthly income & expenses
  • Providing year-end tax information for the client's tax professional
  • Sorting mail
  • Organizing bills and financial records
  • Making deposits at the bank
  • Making trips to the post office

Let's discuss your needs

If you would like to discuss your needs please contact me by email or by phone.