A daily money manager might fit the bill
AARP – Imagine having someone who makes sure your bills are paid on time, organizes your tax documents and hands them off to your accountant, and even follows up with your insurance company because you were supposed to be reimbursed for physical therapy.
A DMM is a professional who helps people with their personal household finances.
“We are different from bookkeepers and accountants,” says Alison Salisbury, a board member of the American Association of Daily Money Managers (AADMM) and the founder of Fiscally Fit, a daily-money-management company in Mountain View, Calif. “We manage a broad range of services for clients, such as bill pay, bookkeeping, account reconciliation, and we work with health insurance claim forms — everything that comes across your monthly mail that relates to your personal finances.”
Read the article: Need Help Managing Day-to-Day Finances? at AARP.