What can a Professional Bookkeeper/DMM do for you?
First, a word about what we don't do. We don't sell insurance, variable annuities, stocks or bonds. We don't handle investment portfolios or estate planning, nor do we give legal or tax advice. As DMMs, we work closely with professionals in those fields and will be happy to recommend a certified public accountant, attorney or financial planner.
Small Business Owners
With more than 25 years of experience as business owners, we're well-versed in the challenges of running a small business—and all the paperwork that goes along with it. We specialize in:
- Clean-up and organization of existing bookkeeping systems
- QuickBooks installation, set-up and training
- Business Bookkeeping
- Bill paying
- Tracking receivables
- Business checkbook balancing
- Credit card and investment account reconciliation
- P&L statement analysis
- Scanning and digitization of business records
For people who don’t have the time, skills or inclination to handle the day-to-day financial details, we provide personal bookkeeping, budgeting and records organization. Our clients range from busy professionals and frequent travelers to house-bound retirees. Services include:
- Bill paying
- Checkbook balancing
- Bank deposits
- Reconciliation of investment accounts
- Review of credit card statements
- Tax records organization
- Personal budgeting
- Set-up of online banking
- Notary Public services
- Professional referrals
Every client's needs are different. Some people only need help in a few areas, while others want a complete financial makeover. Our services are billed by the hour, and we see most clients twice a month after our initial plan is established.
Set up a free consultation to discuss your goals for the future—and find out how a Daily Money Manager can simplify your life.