Money Management
Daily Money Tasks
Have you ever wished there was someone available to see to all the pesky particulars of your day-to-day finances?
Quickbooks & More
Do you need full-service bookkeeping using QuickBooks for your business or need someone to help with reviewing and paying your bills?
Daily Money Management
Between preparing your taxes, checking for accuracy on medical and other invoices, balancing checkbooks, and making sure that all your bills are paid on time, it can get overwhelming to stay on top of it all.
And when you’re stressed or overly busy, details can even start slipping and falling through the cracks.
A Daily Money Manager can not only attend to all of those tasks for you, but they can also negotiate with creditors, make calls to correct mistakes on bills, prepare and deliver bank deposits, and more. The advantages of hiring a Daily Money Manager go far beyond clearing a few things off your to-do list. The peace of mind that comes from knowing that a professional is taking care of everything and making sure all relevant issues are handled with proficiency is priceless.
Daily Money Managers can help anyone, no matter how simple or complicated your finances. Our money-management clients include:
Seniors and aging adults
Adult children of elderly parents
Busy professionals
People with disabilities
High-net-worth individuals and families
Small business owners
Frequent travelers
Military personnel and veterans
Non-profit organizations
People in life transition
At Morgan Organizers, we provide dedicated, professional, and timely Daily Money Manager services because we are not only detail-oriented and excel at what we do, but we also love helping people transform their finances from a state of being overwhelmed to one of confidence and stability. As a member of AADMM (American Association of Daily Money Managers), we are required to adhere to a strict code of ethics.
~Michèle Morgan
Quickbooks, Paperwork & More
Whether you need full-service bookkeeping via QuickBooks for your business or someone to stay on top of tasks like gathering your mail and reviewing and paying your bills, Morgan Organizers is here to get and keep your life running smoothly. We work with all kinds of clients to skillfully maintain order in their financial lives, including adult children of seniors, high-net-worth individuals and families, stay-at-home parents, and people in such life transitions as divorce, loss of spouse, or entry/reentry into the workforce.
Morgan Organizers works with the utmost integrity and professionalism, providing you with that sense of freedom and relief gained from finally being on top of your finances.
We can take care of the following for you:
Creating and maintaining filing systems
Submitting insurance claims and taking appropriate next steps to get them paid if they are denied
Bookkeeping via QuickBooks
Gathering and sorting mail
Organizing for taxes
Keeping track of what bills are due when and paying them
Going over credit card bills and resolving any discrepancies
We have a passion for organization in general and for financial organization in particular. We know firsthand how empowering it feels to have your finances in order.