What is the difference between a bookkeeper and a daily money manager?

What is the difference between a bookkeeper and a daily money manager?

It’s not unusual to have prospects and clients alike assume that I am a bookkeeper. It’s easy for other professionals to put me in the bookkeeper “box” too. People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money...
A Daily Money Manager will help you and work with your financial team

A Daily Money Manager will help you and work with your financial team

Wow, there is nothing like the experience of a great concert. Whether it’s your favorite band, a symphony orchestra, a wonderful choir, or just a jam session. Hearing a group of people work together in harmony just feels right. I sing with a Big Band. There are 18...
3 Reasons to Organize Your Finances and Where to Start

3 Reasons to Organize Your Finances and Where to Start

Sorting, updating, and organizing your important documents and financial information is an important first step to building a strong financial foundation. But you may be like me and think organizing paperwork is the worst way to spend the day, akin to cleaning out the...
Examples of How to Cope if You’re Feeling Financial Anxiety

Examples of How to Cope if You’re Feeling Financial Anxiety

Financial Anxiety is an internal trigger from thoughts relating to money. It is a feeling of distress and can be described as worry. An example is when someone has thoughts of not having enough money to retire or worrying about being laid off due to COVID. Constant...
When Your Personal Life Needs to Run Like a Business

When Your Personal Life Needs to Run Like a Business

As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. Articles about the need for work-life balance proliferate. But I find there is one area where many high-net-worth individuals...
Building a Successful Relationship with Your DMM Beyond Bill Paying

Building a Successful Relationship with Your DMM Beyond Bill Paying

Daily money managers are much more than bill payers. True, the core of many daily money managers’ work often involves paying bills on time, reconciling accounts, organizing financial paperwork, and gathering tax documents. Yet many daily money managers (DMMs) provide...