What is a Daily Money Manager?
A daily money manager (DMM) provides assistance to clients who are busy or have difficulty managing their personal financial matters. Examples of the kinds of services that DMMs provide include: bill payment, check writing, bank account and credit card reconciliations, preparing budgets, filing medical claims, and organizing tax records. The scope of services provided varies, based on each client’s individual needs and desires.
How am I billed for services?
Services are either billed hourly or for a flat monthly rate as agreed upon.
Will I lose my independence if I hire By the Book Bookkeeping Service, LLC?
No. Clients or their legal agents retain total control and final authority. By removing the frustrations often associated with managing mail, paying bills on time, or tracking medical claims, our clients enjoy a renewed feeling of freedom and independence.
Do I have to give up control over my accounts?
No. Our clients retain complete control over their accounts.
If I hire By the Book Bookkeeping Service, LLC, do I still need other legal, investment, or financial professionals?
Yes. By the Book Bookkeeping Service, LLC is one part of your professional team.
Are you insured?
Yes. By the Book Bookkeeping Service, LLC is insured for our client’s protection.
All client relationships are always strictly confidential. We do not exchange, distribute, or share any information we receive from our clients with any third party, unless our client authorizes us to do so. We keep confidential information under lock and key and password protected. We take privacy seriously and regularly review our internal processes and technology infrastructure to ensure maximum protection for our clients.
How do I get started with By the Book Bookkeeping Service?
Call us at (979) 571-8526 or fill out our online contact form. During your free initial consultation, we will explore which of our services may be helpful to you once we learn about you and your needs.