Daily Money Management Services (DMM)
✔ Opening mail
✔ Filing
✔ Check writing
✔ Making phone calls as needed
✔ Preparing personal tax documents for your tax preparer
✔ Making phone calls as needed (e.g. insurance companies, dr offices, debt collectors, etc.)
✔ Errands as needed including banking and mail runs
✔ Coordinate with contractors as needed
✔ Arrange for maintenance repairs as needed
✔ Attend legal phone calls as requested (e.g. regarding trusts, wills, etc)
✔ Arrange for POA’s & end-of-life related documents and tasks as requested
Bookkeeping Services
✔ Establishing/Streamlining Procedures
✔ Invoicing your Customers
✔ Bank & Credit Card Reconciliation(s)
✔ Handle all tasks associated with accounts receivable (A/R) & accounts payable (A/P)
✔ QuickBooks Training as needed and/or requested, including QB Pro and QBOnline
✔ Review of your current Quickbooks file & practices and conduct clean-up as needed
✔ Working with your CPA / Tax Preparer per his/her needs/requests.
For questions
or if you are interested in a free 30-minute intro consultation with Judy
Call or text at 720.941.3451
Or Email at judy@financialsimplicitysolutions.com