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A daily money manager does all the same things an accountant does for businesses, but for individuals.
This could be for a wide range of reasons including mental health, age, or a busy lifestyle. We provide accountability, help avoid fees, family conflict and fraud. NUMB3RS R US can handle the following for you with our bookkeeping, financial and accounting services:
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Process mail and track expenses
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Process timely expense payment to avoid late fees
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Set up payment plans and work with creditors to reduce fees
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Reconcile the check book and credit cards
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Create and set up a budget that will help you get where you want to go
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Analysis of spending and asset management. We do not invest but we can track value of assets for you.
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Organize and maintain files
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Trustee and Power of Attorney
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Monitor accounts for fraud
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Work with your tax accountant or personal representative
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And more!
Each month we provide a statement. How detailed depends on the agreement. We can do this from your home or at our office.
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