Accounting & Tax Services
We are Daily Money Managers.
Working in your home or remotely, we help clients who don’t have the time or desire to manage
their day-to-day financial, personal, administrative, legal, or health insurance matters.
An accountant and trusted advisor by trade, I am in a unique position to help my clients since I have a personal history of assisting my own grandmother with her personal finances as she aged into her later years. What started out as an extra set of eyes on her monthly bills, writing out checks and a weekly trip to the bank/post office, turned into a full time management of all her personal expenses, and she became 100% hands off and trusted me with her finances.
As a Daily Money Manager with over two decades of experience and leadership in accounting, I am background checked, insured, bonded and a member in good standing with the American Association of Daily Money Managers (AADMM).