Why a DMM?

Imagine having a personal money manager and concierge bookkeeping assistant to save you time, money, and worry. No more anxiety about late fees, bank charges, or hits to your credit rating.

Member of AADMM

Balanced Bookkeeping is a proud member of the American Association of Daily Money Managers (AADMM).

Daily Money Managers (DMMs) provide professional support for often burdensome financial tasks faced by seniors, people with disabilities, small businesses, high net worth individuals, and busy professionals. DMMs help simplify the daily tasks of paying bills, balancing checkbooks, managing tax records and more. Other services may include notary services, payroll management, healthcare advocacy, reviewing insurance policies, or acting in another fiduciary capacity.

Daily Money Managers adhere to a code of ethics and standards of practice. As financial matters become more complicated, DMMs provide a trusted resource to turn to.