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...
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...

AADMM and Aging Life Care Association partnership

AADMM and ALCA members may have clients in common that benefit from both services. Aging Life Care Professionals have extensive knowledge about the costs, quality, and availability of resources in their communities. As members of ALCA, Aging Life Care Professionals...