We provide assistance in managing day to day personal financial transactions like check writing and bill paying, organizing and keeping track of financial records, reconciling and maintaining bank and credit card accounts, maintaining a budget, compiling tax related documents, interacting with other professionals such as lawyers and CPA’s, negotiating with vendors, and so on. We customize our services to suit your needs. Our services are trustworthy, confidential and individualized. We protect our clients' personal information as diligently as we protect our own. Physical, electronic and procedural safeguards are maintained to protect our clients' personal information. Assistant A La Carte is a member of the Association of Daily Money Managers, which is committed to promoting high standards of client services.
A Personal Financial Assistant/Daily Money Manager (DMM) provides assistance to those who need help in managing their personal financial affairs. A DMM does not take the place of professionals in the accounting, investment, or social service fields; rather, their work complements the work of other professionals by facilitating the completion of day to day financial transactions.
A DMM works for busy professionals, small business owners, hectic households, senior citizens, people whose careers and lifestyles do not allow time for them to do their own paperwork, and people whose medical issues make it difficult for them to keep up with their day to day financial activities.
The services of a DMM covers a broad range of tasks. It can be structured according to the client’s needs and generally includes the following:
- Personal bookkeeping
- Pay bills on-line, by phone or by computerized or handwritten checks
- Record, monitor and reconcile bank and credit card statements
- Organize documents
- Dispute and resolve billing errors
- Set up a budget
- Negotiate with vendors
- Coordinate with accountants, lawyers, financial advisors, etc.