AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.
Noreen Floodowner Daily Money SolutionsDaily Money Solutions
Daily Money Solutions: three areas of focus a. Bookkeeping for small businesses b. Daily Money Management for seniors or busy professionals c. Fiduciary services – which means I can act in the Trustee capacity, or otherwise am responsible for financial transactions
Bookkeeping – I use Quick Books, most businesses are familiar with that program. I will do your books in my office or yours, it doesn’t matter to me. Payroll services are also available.
Daily Money Management – any individual that needs to keep track of income or expenses for any reason; i.e. tax purposes, or any individual that needs help paying bills, staying on top of the mail, reading EOBs and understanding them.
- Usually I go to their home, but occasionally work remotely
- I am old enough to know how to do things the old fashioned way (write checks), reconcile a checkbook by hand; and savvy enough to allow technology help when appropriate
- Trust is a huge part of what I do, you have to trust me and I have to trust you, without that there is nothing that goes right
Fiduciary Services – in these situations, I step into the financial trustee role. I manage disability trusts, my business is named as trustee in family trusts. I can also serve as conservator, which means if someone needs help managing money, or the courts get involved and name my business as conservator, I step into a role where I pay bills on the behalf of another, and report the activity to a trust, the courts, or city or county health & human services department.