A DMM (daily money manager) is a professional service, provided by an individual or company that manages your day-to-day financial affairs. The typical services performed include balancing your checkbook, keeping track of and managing your bill payments, and other basic financial responsibilities. A good DMM will monitor your accounts and quickly alert you to issues that occur – such as excessive utility usage – plus provide you with comprehensive monthly reports. 

~ We can assist your income tax preparer by organizing and maintaining your financial records, and we will compile necessary documents into a binder for you

~ We can manage and pay your monthly bills and reconcile your checkbook

~ We can give those with disabilities and the elderly the assistance they need to manage the financial aspect of their lives – and give both them and their families peace of mind

~ We can provide impartial, financial planning and oversight for you, your family, or your business

~ We can help you establish a budget and spending plans

~ We can serve as your personal financial assistant, and help you understand your financial life

~ We can help you design, build, and maintain your website and social media presence

As a personal service: Life sometimes moves so quickly that we have to choose where to focus our energy; sometimes that means that parts of life get neglected. That’s where we come in. Life is for living! Let us give you back your time so that you can focus on enjoying your family, your friends, your life!

As a business service: Small business owners quickly learn that record-keeping and accounting processes eat up valuable time – time that could be better spent marketing, networking, or simply working with customers. Every business can benefit from a professionally-formatted website and a strong social media presence, but creating and maintaining those eat up valuable time, too. Let us take some of those responsibilities and free up your time so that you can focus on improving your business!