Hello! Daily Money Solutions began 16 years ago, with the goal of helping people with the numbers. After 20 years as a commercial banker, I was looking for what was next. I launched my two children and the next year started this business!
We do bill paying and financial organizing for seniors, or their children who are heling out, busy professionals, or disabled individuals. That’s where we start, other services are available depending up what is needed.
We provide bookkeeping services for individuals and/or small businesses. Keeping track of the numbers and correctly categorizing them allows you to concentrate on other things, and at year end you’ll have what is needed for tax purposes. For businesses, we can come on site and do your bookkeeping, or do it remotely in our office. In any case, using our services will help you have financial information periodically throughout the year, and most importantly at tax time.
Fiduciary services were added to assist clients who don’t have someone to name as personal representative on their will, and to act as trustee for family trusts and disability trusts. This provides peace of mind that things will be taken care of when needed.