Daily Money Management Services
Daily Money Management Services (DMMS) provides professional in-home bill paying, budgeting and recordkeeping for individuals who have difficulty or lack of time to manage their day-to-day financial matters. Our clients consist of senior citizens and their caregivers, frequent travelers, busy professional, those dealing with temporary or permanent disabilities and who are newly divorced or widowed. We provide services to clients in Sonoma County, CA: Windsor, Healdsburg, Cloverdale, Santa Rosa, Rohnert Park, Petaluma and other surrounding areas. DMMS is a proud member of the American Association of Daily Money Managers (AADMM) and maintains its high standards of practice and code of ethics.
There are many benefits to the services we provide including, but not limited to, protecting credit ratings, avoiding late fee and bank charges, prolonging independence for seniors, organization of financial records, preparing tax information for your accountant and review of credit card/bank statements to help identify theft and fraud issues.
I have put my 25 years of experience in accounting, business management, administration, and human resources into a professional service that can help our clients take control of their finances. We give you peace of mind and the time to do what matter most.