Daily Money Manager (DMM) Services

 

Sample of our Daily Money Manager Services:

 

o Pay Your Bills
o Make Bank Deposits for You
o Balance Your Checkbook
o Organize Your Tax Information

 

Nobody likes paying bills, reconciling his checkbook or scrutinizing credit card statements for identity theft and fraud.

 

Now there’s an alternative: the daily money manager, or DMM. ” As part as a Daily Money Manager; we strictly adhere to Standard of Practice set forth with the AADMM (American Association of Daily Money Managers).”

 

Professionalism
A DMMs conduct in all matters shall reflect credit upon the profession.

 

Confidentiality
A DMM shall not disclose any sensitive client information without the specific consent of the client.

 

Competence
A DMM shall provide services to clients competently and maintain the necessary knowledge and skills.

 

Integrity
DMM will provide services with honesty and trust, and the client’s best interest will always take priority.

 

Boyd, D’Andrea Group is proud to office this service!

 

“Help for the elderly…

 

Older Americans struggle on several fronts with money management. For some, physical conditions such as arthritis make such rudimentary tasks as writing checks and opening the mail difficult, while others have cognitive challenges, including dementia, that cloud thinking. Confusion and disorganization can quickly follow.

 

Today, many, if not most, elderly also are drowning in official-looking solicitations for credit cards, insurance, fraud protection and financial assistance from every institution in which they have an account. What once was a prudent move, opening accounts in several banks, has turned into the junk-mail nightmare on Golden Pond.”

 

Boyd D'Andrea Group LLC BBB Business Review

Free Initial Consultation!

Office (703) 574-7737

Manassas and Warrenton Locations

Accounting | Bookkeeping

Payroll | Client Invoicing

Tax Prep | Collections | CFO

Financial Analysis | Bill Pay

Real Estate Accounting

Two locations to better serve our clients in Manassas Park and Warrenton, VA

9110 Railroad Dr.

Manassas Park, VA 20111

Bookkeeping Services

  • Full Charge Bookkeeping Services
  • Client Invoicing and Collections
  • Bank & Credit Card Reconciliations
  • Accounts Payable & Check Writing

More Bookkeeping Services

Accounting Services

  • Cash Flow / Budgeting / Forecasting
  • Financial Statements & Reports
  • Monthly, Quarterly Year-End Review
  • Financial Analysis

More Accounting Services

Daily Money Manager Services

  • Pay Your Bills
  • Make Bank Deposits for You
  • Balance Your Checkbook
  • Organize Your Tax Information

More DMM Services

Why Choose Us?

  • Focus on Team Environment
  • Absolute Client Focus & Satisfaction
  • Quick Response Time
  • Flexible Office Hours
  • Dedicated To Client Satisfaction
  • Year-Round Service
  • Free Initial Consultation
  • Complimentary FedEx Shipping
  • Member Of The Daily Money Managers
  • Certified QuickBooks Professionals