Serving New York city's 5 BOROUGHS and long island, Westchester, CONNECTICUT AND NEW JERSEY



  • Setting up files & organizational solutions
  • Handling necessary customer service phone calls
  • Setting up QuickBooks
  • Setting up Bill Pay
  • Setting up social media profiles (Facebook, Face Time & Skype, etc.)  and other technology
  • Household and Business errands
  • Event preparation

SERVICES

  • Regain control of your finances
  • Avoid late fees, protecting your credit rating
  • Identify cost saving opportunities
  • Keep track of assets and property expenses
  • Establish good financial habits
  • Relieve the stress of dealing with day-to-day finances
  • Achieve organizational success in your business and personal life
Many individuals lack the time, the inclination or the expertise to properly manage their financial affairs.  We specialize in helping busy professionals, frequent travelers and technology averse persons.  We will review incoming mail, pay bills, balance your checkbook, organize financial records, fill out forms, identify and resolve bill errors.  We can create personal budgets and income/expense reports.


Seniors

BENEFITS OF USING A DAILY MONEY MANAGER

Individuals

OTHER

SERVICES

Your partner in

Daily money management &

outsource Accounting services

For the small business owner we can be the extra pair of hands your business needs to handle the overwhelming number of administrative and bookkeeping issues.  We will review incoming mail, manage your accounts payable and prepare checks, create invoices, and apply payments received from customers.  We work hands-on to create more organized processes including filing, reporting and paper-flow management and handle special projects.
We specialize in helping seniors maintain their independence by managing their finances.  Our clients include those who are going through a major life changing event...decline in health or loss of spouse who handled finances and those who do not have family to help them.  We help with issues confronting seniors such as mail fraud and scams.   Life is very busy these days making it more difficult for the children of aging parents to oversee the day-to-day finances of their parents.  Let us put your mind at ease by being your trusted partner in handling your daily money matters.

 


Small Businesses