AADMM
   
American Association of Daily Money Managers

DMM Directory

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 Flood

owner Daily Money SolutionsDaily Money Solutions
Work 1437 N. Denver Ave. #234 Loveland Colorado 80538 Cell Phone: 970.690.4333Website: http:smbusinesshelp.com

Biography

Photo of Noreen Flood

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.

The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
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