Accounting, Bookkeeping and Tax Services
Daily Money Managers deliver essential home financial services to help seniors, people with disabilities, busy professionals, small businesses and others lessen the stress of handling day-to-day activities such as paying bills, monitoring and reconciling accounts, reviewing medical bills, filing claims or applying for services, preparing for taxes, and organizing important documents. Daily Money Managers work as part of a care team for seniors, helping to ensure their financial well-being and helping extend their ability to stay at home or live independently.