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"Count us in... whatever you need."
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MONEY MANAGER
What is Daily Money Management?
Daily money managers (DMMs) provide personal business assistance to clients who have difficulty in managing their personal monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts.
Who needs the help of a DMM?
There are many factors which contribute to the need for a DMM. DMMs work with senior citizens, people whose careers make it difficult for them to find time for their own paperwork, and with people whose medical issues simply make it difficult to keep up with their finances, among others.
 Within the senior client base, most have a need for DMM services due to a physical change precipitated by the aging process, such as limited vision, arthritis or other conditions which limit the ability to write, dementia, or a simple loss of ability to follow through on tasks. Some others are so active in their retirement that travel and social activities make it difficult to keep up with paperwork, and they prefer to simply let someone else handle things for them.
It is not uncommon for the adult child of an older person to seek the assistance of a DMM if the child does not feel they have the time or ability to maintain their parents' affairs.
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Susan Folsom, CPA  Folsom Accounting Services 1605 Main Street, Dunedin, FL 34698
Phone: (727) 738-8906 Fax: (727) 738-0583
Copyright ©2012 Folsom Accounting Services | Send Us An E-Mail | Site By: Show Me Girl Graphics
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