Practice Description
I am a Daily Money Manager offerring customized bookkeeping and related services to my clients, both small businesses and individuals.
WHAT IS DAILY MONEY MANAGEMENT?
Daily money managers (DMMs) provide personal business assistance to clients who have time limitations or difficulty managing their personal or business monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with bill paying and maintaining bank accounts.
IF I HIRE A DMM, WHY DO I NEED AN ACCOUNTANT, LAWYER, OR SOCIAL WORKER?
A DMM does not take the place of professionals in the accounting, investment, or social service fields; rather, their work complements the work of other professionals by facilitating the completion of day-to-day money management tasks.