Stay on Top of Everyday Finances with Daily Money Management
Whether you are hampered by lack of time, a disability, or just need help taming your paper tiger, we can help. Paper Tigress takes the stress out of personal finance care by managing everything from bill pay to tax prep for you or your loved ones.
What IS Daily Money Management?
Paper Tigress can help with everything from keeping up with bills to getting files ready for tax season. See a general list of services below.
As members of the American Association of Daily Money Mangers, we are background checked and must adhere to a Code of Ethics.
Daily Money Management
Bill Paying & Sorting Mail
Classify all transactions, facilitate auto-pay, make out checks for signature, fill out any forms, prepare & send bill payments on time. Dispute incorrect bills.
Reconcile statements, prepare & deliver deposits.
Manage cash needs. Assist with online banking.
Assist with account consolidation and transferal of automated deposits.
Organization & Filing
Set up systems for managing paperwork. Organize stacks of papers. Dispose of unneeded items securely. Educate on what to keep and what to save.
Budgeting & Debt Strategies
Understand spending habits. Get a better picture. Make a plan to eliminate debt, yes, ELIMINATE!
Fraud & Scam Prevention
Reduction of junk mail. Education about phone, email & internet scams. Check credit reports. Monitor bank and credit card accounts.
Organization of documents and receipts prior to tax preparation. Organized filing of tax paperwork. Payment of tax bills with proper forms.
Legacy Organization & Documentation
Our Legacy of Love Program(TM) helps organize affairs so your loved ones won’t struggle needlessly when you die.
Assist with annual plan enrollment. Filing & monitoring medical claims. Advocate when errors occur. Assist with entitlement programs, such as Social Security, Medicare, and Medicaid.
Coordination with CPA, lawyer, financial advisor, and others. Provide referral choices for any services you may need.
What Does Stress-Free Personal Finance Look Like?
See what our clients have to say!
Schedule a Free Discovery Call
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