Adele Tusson-Gross is a member of AADMM, American Association of Daily Money Managers. Members of AADMM are required to pass a background check every 2 years.
Daily Money Management & Life Organizing Services
Setup and maintain Quicken with specific detailed categories
Run Quarterly Reports using Quicken
Reconcile Bank Statements with Quicken
Setup and maintain Excel worksheets with broad categories of expenditures and sources of income
Manually reconcile Client’s checkbook to their Bank Statement
Initially research all bills and how they are paid (research transactions in each checking account and credit card account)
Setup and maintain an Excel worksheet with a list of each bill, average payment, due dates and what account each bill is paid from.
Setup autopay for some bills
Pay bills through online bill pay with client’s financial institution or manually write a check and have client sign it
Call providers on your behalf regarding any issues that transpire
Review bills for duplicate services and/or opportunities to save money
Using either Quicken or Excel keep track of all tax related income and expenditures
Liaison between the client and their Accountant or CPA
Create an Emergency Planner on an Excel Worksheet that lists all accounts and update annually
Create a system for passwords preferably using an online vault
Create and/or maintain Client’s paper filing system in an organized fashion
Create systems for digital and paper mail and other communications
Create an online password vault or use Excel
Review Client’s emails for financial related emails and anything else that needs attention
Review Financial Documents with clients. Call the company for clarification if it is not understood.
Life & Organizing:
Office & Home Organizing
Provide Resources to help in other areas of our client’s lives
We have a broad range of clients that enjoy these services: Busy Professionals and Older Adults. We provide happy client references, at your request. We are insured with a General Liability Policy as well as an Accounting Policy.
Emergency Planner: A Vital Records Document that lists your Investment, Banking, Insurance, Funeral arrangements, Safe Deposit box, Pet arrangements, Automobile, Property and other important details such as where the key to the safe deposit box is located. If something happens to you or your spouse will you be prepared?
Bills Reviewed: Are you paying too much for Streaming, Cable, Internet or Cell Phone? Let us review your bills to determine if you are paying too much.
Comprehensive Consultation to determine which services are beneficial.
Call your Service Providers on your behalf. Streaming, Internet, Cable and Power Companies to determine the type of services you are paying for and make adjustments (if necessary).
We recommend systems to keep your bills organized.