Services

Bill Paying / Financial Organizing / Computer Assistance

Tender and Timely

Daily Money Management, LLC

(862-295-2118)

 

 

 

SENIORS  /  BUSY ADULTS  /  DISABLED   /  TEMPORARY SITUATIONS

 

Services are customized to each client based on need, style, preference, etc. 

They include, but are not limited to the following:

 

*BILL PAYING and ACCOUNT RECONCILIATION- Via Manual Check or On-Line Banking/Quicken

       

 *STREAMLINE and ORGANIZE BANKING ACTIVITIES - Review and consolidate accounts, automation of recurring payments, auto-pay relationships, Paper file management

                                                                      

*CORRESPONDENCE PROCESSING (Sorting,Filing, Generating)

 

*BILLING DISPUTE RESOLUTION - Review and resolve invoice issues and Medical bills and EOB's.  

 

*ORGANIZING RECORDS (Taxes, Financial, Medical, Insurance)

 

*FORMS (Claims, Medical, Federal, Insurance)

 

*ASSISTANCE WITH TAX DOCUMENT PREPARATION

 

*BUDGETING and ANALYSIS of EXPENDITURES

 

*APPLICATIONS FOR UNCOLLECTED MONEY - EZPass, Credit Card Points, Coupon Deals, Cash Back 

 

 

 

*LIAISE to OTHER PROFESSIONALS (Lawyers, Accountants, Care Managers, Social Workers)

 

*HELP in SELECTING / REFERRALS to OTHER SERVICE PROVIDERS (Cleaners, Home Maintenance, Charitable Organization pick-ups, Art and other Item Sales...)

 

*COMPUTER ASSISTANCE / TRAINING (Quicken, Quickbooks, Office Suite, Email, Skype, Smart Phones, Other Devices)

 

 *GENERAL ADVOCACY (Helpful assistance on various decisions)

 

*ACT AS FIDUCIARY / ASSUME POA

 

 

With care and attention to details, never pay another late fee, and rest easy knowing that daily finances

 are well handled.

Free Initial Consultation


I will come to your house to review and discuss your needs.

Click here to read this article, "Do you need a DMM?"