Daily Money Management

Stay on Top of Everyday Finances with Daily Money Management

What is Daily Money Management?

Daily Money Management is professional support for the everyday financial tasks that keep life running smoothly. It gives individuals, whether busy professionals, caregivers juggling multiple responsibilities, or aging adults who want trusted oversight, a reliable partner who handles the details with accuracy, consistency, and care.

A Daily Money Manager helps ensure bills are paid on time, accounts stay organized, documents are in order, and financial responsibilities never become overwhelming. The goal is simple: to bring clarity, stability, and peace of mind to your financial life so you can focus on what matters most.

What can Paper Tigress do for you?

Daily money management is the foundation of Paper Tigress. The firm manages the financial day-to-day for clients who are no longer able, or lack the time, to stay on top of these responsibilities themselves. For many, this feels like having a personal financial administrator who understands their entire situation and monitors it continuously.

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Daily Money Management core responsibilities:

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.

Banking

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. Assist with what to keep and what to save.

Budgeting & Debt Strategies

Understand spending habits. Get a better picture. Make a plan to eliminate debt.

Fraud & Scam Prevention

Reduction of junk mail. Education about phone, email & internet scams. Check credit reports. Monitor bank and credit card accounts.

Tax Readiness

Organization of documents and receipts prior to tax preparation. Organized filing of tax paperwork. Payment of tax bills with proper forms.

Medical

Assist with annual plan enrollment. Filing & monitoring medical claims. Advocate when errors occur. Assist with entitlement programs, such as Social Security, Medicare, and Medicaid.

Professionals

Coordination with CPA, lawyer, financial advisor, and others. Provide referral choices for any services you may need.