specializing in daily money management

The Accountant Who Makes House Calls

specializing in daily money management

The Accountant Who Makes House Calls

about Our Services

Assistance with financial "housekeeping"
Bonded and fully insured
Rated A+ by BBB of New Jersey

Daily Money Management

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 you’re being pulled in too many directions
If you’re having trouble seeing your checkbook, or can’t get out of the house
When you can’t balance your checkbook and make ends meet
When you’re paying late fees on bills and bank fees for bounced checks
When you can’t find anything because appropriate files haven’t been set up
When your family is fighting, and you’re looking for an independent voice
When you have household employees, and don’t know what taxes to pay or what to withhold
When your tax records are disorganized, and you’re not ready for your tax accountant