Is this service for me?

Ask yourself if any of these situations have occurred to you or a loved one?

Have you or a loved one overdrawn your bank account more than twice in a 6 month period?

When’s the last time you balanced your checkbook or asked “balance? What’s that?”

You might have forgotten to pay a bill or even paid it twice?

Maybe it’s just “numbers” are not your thing…

If you can identify with any of the above, then yes, this is a service for you.

I’m taking an extended trip and I want peace of mind that my bills will be taken care of …. I just don’t want to be bothered with it.

That is certainly something that Daily Money Matters, LLC can step in and take care of.  Whether it be for a few months or longer, we can take care of those day to day financial duties.

My father just recently suffered a stroke and is not able to keep up his finances and he won’t let me help.

I have heard this many times, where the parent is unable to handle their financial affairs, but are afraid to let thier family members help.  This is a delicate time in their lives and yours.  Sometimes it is easier to have an outsider come in and sit down with them to go over the accounts and help with sorting mail and organizing medical statements.  At our initial meeting, I prefer to have everyone involved come in and sit down and discuss options.

I am running a small company with just 2 employees and my bookkeepper; I’ve been told that I should have my books audited??

Many small companies are finding out to late, that with just one person running the books there is a bigger posibility of embezzling.  It may not be feasible to hire a CPA at this time, however, having Daily Money Matters, LLC come in and balance your checkbook each month is cost effective if it discourages someone from this practace.

I know I need to work on my finances, but I just don’t have time.

Our scheduling is very flexable.  We will work within your time frames.  Once we have the initial consultation and establish what your needs are we can set up times that will work for you. We know how important your time is and will make every effort to accommodate you.

My spouse just died and I have no idea of what to do or how to do it. Can you help me?

It’s hard enough to deal with the death of a spouse and sometimes we just don’t know which way to turn.  Daily Money Matters, LLC can step in and help you through this difficult time.  We can sit down together and go through the paperwork and accounts until you are comfortable on your own.

How long will you work with me?

That’s a great question, and the answer really depends on you.  It can be long term or for just a short project that you’re not sure on.  Maybe you just need help to set up your “Quicken” but once that’s done, you’re fine.  Or maybe you’ve never set up a budget before and would just like to work on it together.  Pehaps you or a loved one just had a “life change” and a couple months would really help out with the stress level.   So what it really comes down to is you.  You determine the time you need to meet your goals.