Services

The list below illustrates some example Daily Money Management services. As each client has a unique story and varying needs, we can tailor these examples to best fit the individual.

	Organizing, managing, and tracking financial records Converting hard-to-read, handwritten checkbook registers to a spreadsheet or other electronic format Importing financial records into an electronic database that allows better tracking Analyzing financial records to identify discrepancies Reading financial documents and explaining them in a way that is easily understood
	Reconciling bank accounts and assisting with other banking transactions Balancing bank accounts on a monthly basis Facilitating the payment of bills or deposits of money received Assisting with initial setup of online banking or online bill payments Reviewing credit card and bank accounts to identify any unusual transactions
	Establishing and monitoring compliance with budgets Analyzing past spending to assist in budgeting Monitoring spending against an established budget Negotiating with service providers or creditors to resolve disputed payments
	Compiling summaries of personal assets, liabilities, and expected cash flow Creating lists of items owned and debts owed Preparing summaries of inflows and outflows of cash Compiling financial information from various sources into one place for easier organization
	Organizing tax documents and/or working with tax advisors Summarizing receipts and other financial records to assist in the tax return preparation process Working with your tax preparer or other advisors to provide information or resolve questions
	Managing, sorting, and filing mail or other documents Reviewing mail to assist in determining what is important and/or needs action Establishing a filing system to keep paperwork in order Purging unnecessary mail or documents in a way that limits exposure to identity theft