Daily Money Management & Life Organizing Services
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
Bills:
Taxes:
Financial Organizing:
Life & Organizing:
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.
Why is this important? Read our blog post.
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
Bills:
- 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
Taxes:
- Using either Quicken or Excel keep track of all tax related income and expenditures
- Liaison between the client and their Accountant or CPA
Financial Organizing:
- 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.
Why is this important? Read our blog post.