Bill Paying / Financial Organizing / Computer Assistance
Tender and Timely
Daily Money Management, LLC
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.
I will come to your house to review and discuss your needs.