Are you a busy professional that travels alot and just doesn't seem to have time to write your own checks and pay your bills on time? Maybe you have more than one residence which makes it a little harder, or you travel overseas a good deal of the time. Have a large family, big house, live big and have lots of investments to track?
Has a loved one passed away and the remaining spouse just doesn't have skills in money management? Are medical bills coming due and your not sure if the insurance company has paid, or if it's even covered? Has a physical change precipated a situation where a family member no longer seems able to pay bills on time but your too busy with your own job and kids to get to them?
There is a myriad of reasons why clients outsource their personal monthly bill paying responsibilities, bank reconcillations and data collection and input .
We use QuickBooks Financial Software, so you know your net worth at a drop of the hat. Got investments your tracking- let's put them in. Want to set up some automatic payments? Let's get started.
Got piles that need to be organized, files to be made, checks to be written. We will help!
We understand DMM is highly personal and confidential; it will remain so in our hands.
Contact us at 910-202-3955
Concentrate on what you do best, let us do the rest!