What is Daily Money Management?
Daily Money Management covers a variety of tasks; the actual work depends on your needs
As a Daily Money Manager, I provide personal assistance to clients who have difficulty or would like assistance managing their monetary affairs.
SERVICES
- Creating and maintaining a system for organizing financial records.
- Paying bills, including calls regarding incorrect bills and reconciliation of payments.
- Balancing and reconciling bank and credit card statements.
- Creating budget from existing data and monitoring spending habits.
- Setting up online banking, online bill-pay and auto-payment on bills.
- Reviewing statements for identity theft or fraud.
- Preparing data for tax filing.
- Sorting mail, separating official-looking solicitations and valid correspondence.
- Preparing and delivering bank deposits.
- General organization and administrative assistance.