-
Daily Money Manager ~ Your Everyday Assistant – Y.E.A., LLC
-
Marcia is an active member of AADMM, a national membership organization representing individuals and businesses in the growing profession of daily money management. These professionals provide personal financial/bookkeeping services to senior citizens, the disabled, busy professionals and others.
Experience with individuals with age or illness related needs is varied. Continued attendances at local seminars along with prior experiences, I bring a depth of knowledge to the client.
In addition to seniors her experience includes working with nonprofit organizations such as Literacy Volunteers of Greater New Haven, Connecticut Library Association, as well as area churches, synagogues and local groups.
CONVENIENT, CONFIDENTIAL, PERSONALIZED, PROFESSIONAL SERVICES PROVIDED TO BUSY PROFESSIONALS, SMALL BUSINESS OWNERS AND SENIOR CITIZENS:
• Bill Paying
• Organize bank records
• Maintain and balance bank accounts
• Organize tax papers for income tax filing
• Keep investment and other financial statements in order
• Budget counseling
• Preparation of correspondence
• Prepare and maintain payroll records
• Provide set up and training in Quicken, Quickbooks, Microsoft Word, Rakefet and various other software programs
• Provide general office organizational assistance
• Assist clients with other services as needed