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...

Navigating the Money Maze for Older Adults and Their Families

  On February 12, Elizabeth Zeldes, CPA, CDMM spoke to over a hundred Wellthy.com care managers, coordinators and associates on “Navigating the Money Maze for Older Adults and Their Families”, including a dozen financial tools and how daily money managers can...
Daily Money Manager careers mentioned in New York Times

Daily Money Manager careers mentioned in New York Times

  Daily Money Managers were mentioned as an example of a promising career in the Sunday business section of the New York Times. After working for others, some Americans find opportunities in working for themselves — while catering to people growing older. For...
Good News for Daily Money Managers

Good News for Daily Money Managers

Much like the summer weather, our profession is heating up. And while many of us are looking forward to cooling temperatures this fall, I don’t expect demand for daily money management services to cool off anytime soon. So find some shade, pour a glass of lemonade,...