General Questions

Can I hire you for a loved one?

Absolutely!

How often do we get to work with you?

As often as you prefer! We’ll create a customized plan based on your needs.

Do you have a specific process?

Yes! We take you through a step-by-step process that ensures your success when working with us. You can find our full process on our home page!

What can we do to prepare for our first call?

Be prepared to state as clearly as you can the challenges you are facing. This is the first step to working together to devise a plan to eliminate any anxieties or frustrations you may be experiencing.

Is it ever too late to begin this work?

No! You can never be too late to start organizing your daily financial needs. We understand that life can get busy or overwhelming and that’s why we do what we do.

Why do we do what we do?

Rich has always had an interest in helping others and has found daily money management as a way to incorporate this into a rewarding business. Our goal is to take the worry out of the financial unknown by organizing and keeping your financial records in order to put your mind at ease.

Services Questions

What is a DMM?

A Daily Money Manager (DMM) provides assistance to people who have difficulty managing their personal or business finances and paperwork. Sometimes, a DMM visits a client’s home or business periodically to provide daily money management services. A DMM will assist with phone calls to payees, prepare payments, monitor expenses, balance the checkbook and reconcile their accounts, make sure tax returns are filed, and collaborates with other professionals. These professionals may be your CPA, EA, attorney, or investment advisor.

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.

Do you offer Advisory Services?

For our Small Business Solutions clients, we offer Operations and Performance Advisory Solutions. This is where we’ll review your general office procedures and offer process improvements based on efficiency, productivity, and time management so that you can get more time back in your day. We also review performance trends and analyze goals to ensure your business is on the right track.

Are you experts in QuickBooks Online?

Yes! We are QuickBooks Certified ProAdvisor through Intuit.