Simplifying Your Life Gives You The Freedom To Live

General Info

Do you have stacks of bills, insurance claims, statements or just paperwork that needs to be organized? Maybe you are all alone and find all this paperwork overwhelming and don’t know where to start. You have bank statements to reconcile, bills to pay, a checkbook to balance, deposits to make and really could use help. You could be a senior citizen and would like help paying those bills and making deposits, or you have mail that needs to be gone through and organized. Wouldn’t you like that burden off your shoulders and put on mine instead? Maybe you have a busy career that makes it difficult for you to find time for your own paperwork or you might have a career where you need to focus on more important matters at hand and would like someone like me to take some of the pressure off from paperwork issues, bookkeeping, etc. Another situation could be that you are physically limited and your life could be made easier if you have someone’s help with daily paperwork. That’s why I am here, so you don’t have to attend to it yourself. Sometimes an adult child will take care of an older relative such as a parent, and that child does not have time to accomplish both their parent’s paperwork and their own. Maybe the adult child might not live close to the parent. I can help fill that gap as well by helping the parent or parents for the adult child. I can help with many tasks that will allow you to have a more optimal use of your time. Wouldn’t it be nice to clear your desk by taking care of all this paperwork? That is my job as a Daily Money Manager. I can provide personal assistance to people who find it hard to manage the personal monetary part of their life. I can fill your personal needs from one extreme to the other, from organizing and keeping track of financial and medical insurance papers, auto insurance papers, as well as assist you with check writing, maintaining bank accounts through bank reconciliations and daily maintenance. I can make sure you have enough money in your account to cover bills. By setting up a schedule that is convenient for you, I can help you on a periodic basis in order for you not to have any past due bills or late paperwork filings. I can make up deposits for you. I can check your bills and make sure they are correct and you are not erroneously charged. If so, I will be on the phone for you to straighten things out. The same for insurance claims. I will follow up with insurance companies to make sure you receive what you have coming to you. Also, there are times that you need to gather documents for taxes, a lawyer, etc. I can help you get together those appropriate documents.

Categories

Bookkeeping, Financial Services

Payment Options

Location

The best part is that you don't have to leave your home or small business. I will come to you.

Amenities

Free Consultation I provide services at your home or small business.

Associations

Proud member of the AADMM

Other Link

Bill Paying, Balancing Checkbooks and Much More