Daily Money Management
Sarah Williams/SOS provides Daily Money Management services. She is a member of the AADMM, The American Association of Daily Money Managers located in Bellefonte, Pennsylvania, a membership organization committed to promoting high standards of client services provided by its members. Daily Money Managers provide personal business assistance to clients who have difficulty with, or lack the time needed for, personal monetary affairs.
How does Daily Money Management work?
- Sarah arrives at your home every week or two (as often as you wish)
- She will review the mail with you or for you
- We’ll decide what to keep and what to throw away
- Bills get paid
- Checks are prepared for client signatures
- Accounts get reconciled
- Creditors are called in the event of an incorrect bill or other questions
- Important paperwork gets tended to (example: insurance issues)
- Sarah will set up file systems to organize important data (like tax information)
- Sarah is available for other jobs, too, like organizing or creating the office
And…
- Sarah Williams-S/O/S is also available to address Personal Finance issues like budgets, debt resolution, and cash-flow management
- Sarah is a Certified Senior Advisor and is honored to work with elders
- Sarah works in concert with CPA’s and attorneys as another level of security and protection for clients
The beauty of SOS is that whatever your needs Sarah can tailor a program that suits you. Meeting client needs is paramount.
Sarah’s organizational and bookkeeping skills have totally changed the way my business and home operates. There is never any guesswork about what we have spent or what constitutes a business expense. The information is always up to date and fully accessible which allows me to concentrate my energies on the things that matter to me.”
– Jonathan Prince, Southfield, Mass.
Sarah Williams has been a great help to us. Life-changing events can happen unexpectedly and quickly – such as an illness or a death in the family. Sarah helped us prepare, organize and maintain family and small business financial records during challenging times. Her skills as a money manager/resourceful bookkeeper helped us keep accurate, concise records, and also greatly reduced our stress level at tax time. She provided prompt, practical guidance and well-organized, detailed support in a calm, professional, and caring manner.
– Gary L. (Great Barrington, MA)
