About Us
We are a Daily Money Management and Bookkeeping Consulting Service that will help you as an Individual, Small Business or Non-Profit, organize, reconcile, and manage your finances. We understand your time is valuable and we want to take away the stress of making sure your finances are in balance, so that you can focus on enjoying your career, growing your business or retirement.
Daily Money Managers (DMM) are financial professionals that provide personal financial services to individuals and families, and who manage personal daily money matters such as bills, budgets, and record keeping and much more. We provide personal financial services to busy professionals, high net worth individuals and families, military personnel and veterans, non-profit organizations and anyone in life transition (divorce, loss of spouse, newly engaged or married) and the small businesses they may own. We are members of the American Association of Daily Money Managers that follow a Standard of Practice, adhere to a strict Code of Ethics, and are Bonded, Insured and Background Checked.
I’m Here to Help!
“I realized over the past three years helping my aging mother, that was diagnosed with early stages of dementia, that others may need my help too. As Mom’s Power of Attorney, I have taken over all of her money management to make sure her accounts are reconciled, home is maintained and the scam calls do not catch her by surprise. I am excited to share my skills as a Daily Money Manager to help individuals or the small businesses they own keep their finances in balance.”
We provide full-service Bookkeeping for small businesses, startup companies and non-profits that are looking to outsource Daily accounting tasks. We are a QuickBooks Online Certified ProAdvisor and will work with you to efficiently provide the reporting you need for your business to succeed.
With over 30 years in corporate Banking, Credit, Collections, Finance and Accounting, it was time to share my knowledge by starting a consulting business. I am excited to help you and your business, by customizing our services to benefit you. Let me know what we can do to help and Thank You in Advance for giving us the opportunity to meet with you!