West Bloomfield Township
I am a Daily Money Manager or Personal Financial Assistant. I help anyone looking for assistance with their daily bookkeeping . Some of the people who might need my services are senior citizens, family of senior citizens, busy professionals, someone with a disability, a person going through a life changing event, etc...
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Daily Money Manager
Pay personal bills and prepare checks to be signed, reconcile accounts, set up and manage online banking and bill pay, manage incoming mail, purge junk and shred sensitive information, prepare financial reports in Quicken as needed, review accounts for unusual activity and monitor for fraud, organize and deliver information to CPA for tax preparation, decipher medical insurance bills and verify proper processing of claims. and most importantly I offer handholding and reassurance that your loved ones are being cared for and watched over.
