Willamette Daily Money Management LLC helps individuals and families remain in control of their finances.
Our services include:
Bookkeeping and bill paying
Bank and credit card reconciliations
Research and resolution of incorrect or fraudulent transactions
Home employee payrolls
Coordinating with CPAs, attorneys and other professionals for tax preparation or resolving legal issues
Organizing and maintaining financial records
As founder, I have 18+ years experience working with small business owners, and have assisted these individuals or their family with personal financial issues. My experience supporting aging relatives taught me to navigate health insurance, long-term care and elder abuse situations with empathy and professionalism. I bring this experience to my work as a DMM, helping people be in control of their financial situation as they get older.
Member of the American Association of Daily Money Managers; I maintain a working knowledge of good financial practices through seminars and other continuing education opportunities.
... Call us today at Willamette DMM
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