Daily Money Management
Lakefront Bookkeeping provides ongoing support services for families and their loved one who are disabled, aging, in transition or just simply in need of assistance.
We can enable you or your loved ones to maintain independence while staying on top of financial obligations. Our services are primarily provided in the home but may also be provided in a hospital, or residential facility such as independent living. assisted living, skilled nursing or other location.
Our services provide a variety of services from organizing and tracking financial and medical insurance billing verification to assisting with check writing and maintaining bank accounts. Our services provide peace of mind during transition that help keep their daily lives on track.
Contact us for a free consultation to determine your specific needs.
Services
- Creating paper and digital file systems
- Sorting mail
- Setting up Quicken or Quickbooks
- Paying bills from a designated account*
- Reconciling accounts
- Preparing and delivering bank deposits
- Establishing budgets and spending plans
- Resolving creditor disputes
- Organizing tax documents and other paperwork
- Insurance reconciliation
- Notary services
- Coordinating with other financial professionals (accountants, financial, planners, etc.)
- The DMM is not expected or authorized to sign checks or manage any other assets except for the designated checking account.
Our team is committed to providing compassionate and professional service to our clients and their families.
Lakefront Bookkeeping Solutions Inc. provides remote bookkeeping services, empowering small and medium-sized businesses across North America