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Personal Daily Money Manager

  • Assist with budget and spending plans

  • Monitor & reconcile bank, credit card and mobile payment accounts

  • Pay bills, handle billing disputes 

    • using the client's funds

  • Review and prepare tax packages for Client's tax professionals

  • 12-month commitment

  • Billed hourly or monthly (after 90 days)

  • Meetings via Zoom 

Modern Senior Woman
Business Discussion

Business Daily Money Manager

  • Assist with budget and spending plans

  • Monitor & reconcile bank, credit card and mobile payment accounts

  • Pay bills, handle billing disputes 

    • using the client's funds

  • Review and prepare tax packages for Client's tax professionals

  • 12-month commitment

  • Billed hourly or monthly (after 90 days)

  • Meetings via Zoom or in person (if local)

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I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.

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