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Frequently Asked Questions

Q: What is Daily Money Manager (DMM)?

A: A professional who provides personal and business assistance including bookkeeping to individuals who have difficulty in managing or organizing their personal or business monetary affairs.


Q: What typical service can DMM do?

A: The Daily Money Management service would include paying bills, setting up files, insurance claims, balancing your checkbook, assisting in tax preparation.


Q: Who is a typical client for Daily Money Manager?

A: A typical client would be a widow or widower who is not used to handling finances, and who is inundated by insurance claims and bills. Also the service is available to busy caregivers who have little available time to devote to an elder and professionals or business owners who are pressed for time. 


Q: Why do I need to hire a Daily Money Manager?

A: Hire a DMM....

  • To alleviate stress and anxiety caused by dealing with mail, bills, doctors and hospitals.
  • To safeguard your assets by develping a proper budget to help avoid paying late charges and bank fees
  • To pay all estimated taxes on time
  • To handle insurance claims and keep track of all medical payments
  • To uilize Medicare and Medicaid benefits