Services


Tender and Timely Daily Money Management, LLC

(862) 295 - 2118  


tenderandtimely@gmail.com

Services are customized to each client  

They include, but are not limited to the following:

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


BUDGETING and ANALYSIS of EXPENDITURES

BANKING ACTIVITIES - Review and consolidate accounts,automation of recurring payments, auto-pay relationships, paper file management


POA/ LETTER OF ADMINISTRATION FOR ESTATES


BILLING DISPUTE RESOLUTION - Review and resolve invoice issues on household and medical bills


REDEMPTION of MONEYS and PRIZES - EZPass, Credit Card Points,Cash-Back, etc. 

CORRESPONDENCE PROCESSING - Opening Mail, Sorting, Filing, Generating


RECORDS ORGANIZING - Taxes, Financial, Medical, Insurance, Donations Tracking


FORMS (Claims, Medical, Federal, Insurance other Applications)

LONG TERM CARE INSURANCE - Launch and Manage claims and data

 


GENERAL ADVOCACY (Helpful assistance on various decisions)


TAX DOCUMENT PREPARATION ASSISTANCE


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

 

 

HANDLE PAYROLL for HOME-HEALTH AIDS and OTHER SERVICE PROVIDERS

 

STEWARDSHIP OF PETTY CASH


HELP in SELECTING OTHER SERVICE PROVIDERS (Cleaners, Home Maintenance, Charitable Organization pick-ups, Art and other Item Sales, Movers, Facility Selection...)

COMPUTER ASSISTANCE / TRAINING (Windows and MAC - Quicken, Office Suite, Email, Skype, Smart Phones, Other Devices)

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

Free Initial Consultation

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