Jody Rorick, CPA, Daily Money Manager Click for the BBB Business Review of this Accountants - Certified Public in Lincroft NJ

Specializing in Daily Money Management Services

  • Assistance with financial "housekeeping"
  • Bonded and fully insured
  • Rated A+ by BBB of New Jersey
  • Active member of the American Association
    of Daily Money Managers

Podcast: Fraud and the Elderly

"20 percent of Americans over the age of 65 have been the victims of financial fraud, totaling more than $2.6 billion in fraud per year. In this podcast, New Jersey Society of CPAs member Jody Rorick, CPA, discusses why seniors repeatedly fall prey to financial fraud, the fastest growing form of elder abuse. Find out what you can do now to protect yourself and your aging loved ones."

Click here to listen to this podcast.

Podcast: Talking to Aging Parents About Money

"Hear Jody Rorick, CPA, a member of the New Jersey Society of CPAs, talk about how to handle this uncomfortable, yet essential, discussion."

Click here to listen to this podcast.

Podcast: Shopping for a Mortgage

"Hear Jody Rorick, CPA, on a New Jersey Society of CPAs' podcast, discuss how doing your homework and shopping around can help you negotiate a better deal."

Click here to listen to this podcast.

Daily Money Management services such as sorting mail, paying bills, setting up files, resolving insurance claims, balancing checkbooks, budgeting, and assisting with tax preparation can be overwhelming and time-consuming for people unable to perform these tasks for themselves. A typical client for a daily money manager would be a widow who is not used to handling finances, and is inundated by insurance claims and bills, or a busy professional or business owner, who is pressed for time.

When You Might Want Help

  • After the death of a family member

  • During periods of illness, or after a hospital stay

  • When youíre being pulled in too many directions

  • If youíre having trouble seeing your checkbook, or canít get out of the house

  • When you canít balance your checkbook and make ends meet

  • When youíre paying late fees on bills and bank fees for bounced checks

  • When you canít find anything because appropriate files havenít been set up

  • When your family is fighting, and youíre looking for an independent voice

  • When you have household employees, and donít know what taxes to pay or what to withhold

  • When your tax records are disorganized, and youíre not ready for your tax accountant

OR CALL (732) 671-5214

Home | About Jody | Services | Benefits of My Services | Jody In The News | Other Sites

Copyright © 2000 - Present, Jody Rorick, CPA
716 Newman Springs Road #376 Lincroft, NJ 07738
Phone: 732-671-5214 • Fax: 732-671-5216

Site Developed and maintained by: