Biographical Information
I am an old banker, and spent 20+ years in that arena; my brain is financially wired!
Daily Money Solutions has three main areas of focus: Bookkeeping for small businesses, Daily Money Management for Seniors or Busy Professionals, and Fiduciary Services (I act as Trustee for Disability or Family Trusts, serve as fiduciary in a family partnership situations where emotions are running high, and I act as a personal representative in someone's will.
Bookkeeping – I use Quick Books, most businesses are familiar with that program. I will do your books in my office or yours, it doesn’t matter to me. Payroll services are also available.
Daily Money Management – any individual that needs to keep track of income or expenses for any reason; i.e. tax purposes, or any individual that needs help paying bills, staying on top of the mail, reading EOBs and understanding them.
Usually I go to their home, but occasionally work remotely
I am old enough to know how to do things the old fashioned way (write checks), reconcile a checkbook by hand; and savvy enough to allow technology help when appropriate
Trust is a huge part of what I do, you have to trust me and I have to trust you, without that there is nothing that goes right
Fiduciary Services – in these situations, I step into the financial trustee role to facilitate trust administration or the processing of someone's estate. Occasionally, I run into a family partnership situation where one of the family members is stressed out and wants to remove themselves from the drama.
