Financial and Bookkeeping Services
Daily Money Manager Services are necessary for seniors who cannot keep track of bills, write checks, maintain financial records or go to the nearest branch location to make a deposit, withdrawal or inquire about financial transaction(s). Mental and physical impairments or loss of a spouse who handled all of the finances are a few reasons why the need for assistance with money management becomes self-evident. Usually, if time and distance permits, an adult child or a relative assumes this responsibility. However, if that is not an option, help of professional Daily Money Manager can safeguard the senior's money and save thousands of dollars on unneeded expenses and unauthorized transactions.
The importance of keeping finances under control could make a difference between living independently and moving to a nursing home. Forgetting to pay utility or medical bills or not paying attention to bank or credit cards charges could force eviction, impose liens on the seniors’ assets and even deplete all savings. Advise & Protect Daily Money Manager can help to prevent these issues from happening.
Our Daily Money Managers maintain all licenses, permits, certifications and insurance required by law for the provision of personal financial and bookkeeping services to seniors. Daily Money Manager services to seniors include paying bills, preparing budgets, maintaining financial records, negotiating with creditors and other essential daily money related activities.
Our Daily Money Managers are also experienced at detecting fraudulent and unusual activities on bank and credit card statements and can immediately take action to prevent or resolve unauthorized transactions.
During the tax season, your Daily Money Manager will organize all necessary bank statements and other documentation for an accountant to ensure taxes are filed on time.
For families of more than 5 million suffering from Alzheimer's or other forms of dementia, such services are critical and Advise & Protect professionals can provide such services to your elder with utmost care.
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