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 full list of services below.

Daily Money Management for Caregivers

Bill Paying & Sorting Mail

Organize bills for payment, make out checks for signature, fill out any forms, prepare & mail bills on time. Dispute incorrect bills.

Banking

Reconcile statements, prepare & deliver deposits.

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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!

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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.

Legacy Organization & Documentation

Our Legacy of Love Program(TM) helps organize affairs so your loved ones won’t struggle needlessly when you die.

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Medical

Filing & monitoring medical claims. Advocate when errors occur. Assist with filing claims and 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.

What Does Stress-Free Personal Finance Look Like?

See what our clients have to say!

There are only a handful of people who have the patience, intelligence, compassion, and determination to do your job. We are just very fortunate to have you helping us.

E.A. (sister of client)

Janis is extremely well organized. She clearly has knowledge and experience in handling both financial and medical paperwork. It is nice to find someone that I can trust so much not only with my personal information but also to know she will follow through on what we have discussed. Once we get things going I know this will free up time and give me peace of mind so I can focus on other things in my life.

M.L.

Many thanks for your help w/ the tax information for [client]. The return will be filed on time and there is no balance due!!!!!

Client’s CPA

We are very grateful for the time and effort [Janis] dedicates to her clients.  Her reports are both accurate and timely.  She provides impeccable documentation of the clients’ accounts and is always quick to respond to both phone calls and emails.

C.G. (Easter Seals of Delaware)

If I didn’t have you, I wouldn’t have done ANYTHING, and [my accountant] would probably have to move in with me!

K.H.

Schedule a Free Discovery Call

Set up a time to talk with us or simply give us a call:

PA: 484-727-8444 
DE: 302-729-3667