Daily Money Management

Daily Money Management
At a Glance

-Paying bills
-Preparing bank deposits
-Balancing checkbooks
-Organizing records
-Managing budgets
-Organizing and tracking medical and other types of insurance
-Coordinating with tax, legal and financial advisors
-Providing notary services

Create financial peace of mind for you and your loved ones

Listens

As your loved ones age, financial matters can become a source of stress and conflict. Jenny will listen carefully to all parties and suggest methods and solutions. This compassionate and capable professional is ready to help make sure that your loved one's daily financial affairs are organized, up-to-date and well-managed.

Organizes

After assessing their needs, Jenny will make sure that your loved ones' records and documents are complete and in order. She pays bills on time, avoiding late fees and over payments. Tracking what is needed for tax preparation is also a special concern.

Manages

Jenny can assist your loved ones in managing their medical, legal or other specialized financial concerns. She has more than 20 years of experience in bookkeeping and recordkeeping. She also has a Masters of Business Administration and a Bachelor of Science in Small Business Administration.

Enjoys

Your loved ones' well-being matters to Jenny. As a financial advisor and daily money manager, she remains ready to give them the assistance that they need in a calm and upbeat manner. Clients describe her as a bright spot in their day.

Small Business Bookkeeping and
Financial Recordkeeping

Turn to Money Matters for trustworthy and time-saving financial services.

Evaluates and Organizes

What is the best system for managing your bookkeeping and financial recordkeeping?  Jenny will interview you, review your books and current systems and then work with you to determine how to fully streamline and manage your financial needs.  Whether you need her for a single, short-term task or on a more regular, extensive basis, she is ready to give you proactive and cost-effective service.

Meets Deadlines and Requirements

Are your payroll deductions accurate? Have you filed the necessary sales tax returns? Are your journal entries up to date? It is important for your books to be accurate and in order, fully complying with local, county, state and federal requirements. Give yourself additional peace of mind by hiring a bookkeeping professional.  Jenny has more than 20 years of experience and is bonded and insured.

Manages with Integrity

As a professional bookkeeper, Jenny holds herself accountable to high standards.  For example, you can count on complete confidentiality regarding your financial affairs. Jenny’s management skills are drawn from experience and education.  She has a BS in Small Business Administration and an MBA.  She also keeps up to date on her industry through trade journals.  Your Money Matters, and Jenny will continue to focus her best efforts on managing your financial needs.  

Small Business Bookkeeping
At a Glance

-Accounts payable

-Accounts receivable

-General ledger/journal entry

-Financial statements

-Bank reconciliations

-Sales tax returns

-Payroll, including taxes and filings

-Workers Comp reports

-Inventory management

-Budget design

-Quickbooks Pro
(or your choice of software)

-Personalized bookkeeping support by phone, e-mail or
on-site