Professional Management of Day-to-Day Financial Activities
Sometimes all you need is a little organization. Or someone to prepare checks for your signature. And perhaps balance the checkbook, too. We enjoy taking care of personal business tasks like these for our clients, with a service known as Daily Money Management.
Who Uses Daily Money Management Services
Busy professionals and active retirees let us handle their paperwork while they travel the world. Many people come to Common Sense Solutions when health problems or forgetfulness prevent them from promptly taking care of business. The timely, professional management of day-to-day financial tasks can help individuals continue to live independently. We also serve adult children with aging parents and other guardians who may not have the time or expertise to maintain a loved one’s affairs.
Our Daily Money Management Services Include:
In-home individual bookkeeping services such as bill paying, checkbook reconciliation and related services
Virtual bookkeeping services including electronic file systems, online bill pay and an internal audit component
Organize and coordinate tax return preparation
Cash flow management
Collaborate with client professionals such as attorneys, tax preparers, medical providers, trust and wealth managers, investment managers and other professionals
Identity theft protection and crisis management
If you are feeling overwhelmed with the management of your daily finances or the finances of a loved one, we will bring you peace of mind. Our goal is to protect assets and to protect elderly adults from exploitation and fraud. We will also work with your CPA and your attorney as needed and others who may oversee your personal financial matters.
Fiduciary Services
Life Management Services