So what is a daily money manager and why would you ever need one? A daily money manager is a financial expert who
- handles your personal and/or business bill paying,
- assists in creating personal/business budgets,
- analyzing your cash flow,
- assists in preparing documents for tax return, and
- reviews your personal/business financial statements.
In other words, it's much more than just paying your bills!
A daily money manager's services can be beneficial for a variety of people, not just those who cannot handle their own finances. These services work well for busy individuals who do not have the time to devote to create a budget, pay bills and properly manage finances.
How much time and frustration could you free up in your busy schedule by having a professional take care of your finances? You never have to worry about reconciling bank statements, managing a budget or paying bills. You can rest assured it's all taken care of on time.
Our services are more affordable than you might think. At Dunn, Cooper, Adkins & Reynolds CPAs, PLLC, our standard monthly services begin at $99 per month. Our services are customized to your individual needs. Supplemental services, such as tax return preparation, and budgeting are additional charges as needed.
Contact us today for a free consultation and relax knowing your finances are under control!