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Our Daily Money Managers are more than bookkeepers. We look at your whole financial life, not just your bills, and provide a variety of services with the goal of getting and keeping your financial life in order.
Our free initial consultation gives you an opportunity to meet your Daily Money Manager and for us to see your paperwork and understand your needs. You may not need all of our services, or may not need some of them just yet. We will be there to assist you with as much or as little of your financial management as you desire.
Bill and Mail Management:
Bill payment: Bills are paid online or with handwritten checks to be signed by you or your legal representative. We can set up automatic online payments. We make sure your estimated taxes are paid on time each quarter.
Checking and credit card account reconciliation: Your checking and credit card accounts are balanced monthly, either by hand or using personal financial software such as Quicken.
Fraud review: We review your monthly statements as well as your credit report. We monitor accounts for unusual activity.
Mail review: We open and sort the mail. We throw away the junk, shred sensitive data, and file the things that need to be kept.
Organization and maintenance of files: No more piles of papers! We clean out your files and discard or shred items you no longer need. We file your documents regularly, using a system that works for you.
Expense Tracking, Budgeting and Tax Organization:
Expense tracking: We track your monthly income and expense in your check register as well as with personal financial software such as Quicken.
Budgeting and cash flow analysis: Knowing how much you spend is critical at all ages and all income levels. We analyze your income and spending to help you stay on track or make important financial decisions.
Organization of tax documents: We organize your tax documents, calculate your deductible expenses, and help you fill out the organizer provided by your accountant. We work with your accountant to make sure your taxes are prepared properly and on time. We help you catch up and file overdue tax returns.
Medical claims submission: We submit your claims, review explanations of benefits and work with Medicare and/or the insurance company to make sure claims have been paid properly.
Itemization of assets and photo documentation of personal property for insurance purposes: We photograph and list all of your personal property and provide you with the list in hardcopy and computerized formats. We arrange for property appraisals.
Banking, Notary and Other Services:
Personal banking: We make deposits at your financial institution and resolve problems with your bank statements. We make sure your beneficiary designations are in order and that you respond to due dates such as CD maturity dates.
Special projects: Collection and organization of financial data for special situations such as applying for Medicaid or moving to a retirement community.
Notary services: A complimentary service for all Everyday Money Management clients and their families (in Maryland).
Referral to and liaison with legal, tax, investment and other professionals: We help you find professionals in the community to provide a variety of services, including services for seniors and for people with mental illness and other disabilities.
Organization of important information for emergencies and assistance with document retention and storage: We create a list of important information that you or your family can take easily in case of a medical emergency, an emergency in the community, a death in the family or other critical situations.