Services provided cover a broad range of tasks. The actual work will depend on your specific needs.

The scope of work may include the following:


  • Bill-paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign
  • Balancing checkbooks and maintaining organization of bank records
  • Preparing and delivering bank deposits
  • Managing on line profiles for health care and prescription refills and other accounts 
  • Organizing tax documents
  • Negotiating with creditors
  • Deciphering medical insurance papers and verifying proper processing of claims
  • General organization of paperwork and electronic files so they are easily accessible when needed
  • Providing referrals to legal, tax, and investment professionals
  • Providing referrals to home healthcare providers
  • Notary services

Daily Money Managers are the team leader for you, bringing together the right professional services.