personal bookkeeping (daily money management)

yKnot Services LLCYour checkbook, budget and

recordkeeping professionally managed

www.CheckbookBalancer.com 586-242-7680

What is Daily Money Management?

Daily money managers (DMMs) provide personal business assistance to clients who have difficulty in managing their

personal monetary affairs.

personal monetary affairs.The services meet a continuum of needs, from organizing

and keeping track of financial papers, to assisting withcheck writing and maintaining bank accounts.

personal monetary affairs.The services meet a continuum of needs, from organizing

and keeping track of financial papers, to assisting withcheck writing and maintaining bank accounts.

Typically, this is done twice per month at our client’s home.

Who needs the helpof a DMM?

There are many factors which contributeto the need for a DMM.

DMMs work with:

DMMs work with:senior citizens

DMMs work with:senior citizens,

people whose careers make it difficult for themto find time for their own paperwork

people whose careers make it difficult for themto find time for their own paperwork,

Adults with ADD

people whose careers make it difficult for themto find time for their own paperwork,

Adults with ADD& people whose medical issues simply make it

difficult to keep up with their finances.

It is not uncommon for the adult child of an older person to seek the assistance of a DMM if the child does not feel they

have the time or ability to maintain their parents’ affairs.

If I hire a DMM,do I still need an

accountant, financial planner and lawyer?

If I hire a DMM,do I still need an accountant, financial planner and lawyer?

Short answer, YES!

If I hire a DMM,do I still need an accountant, financial planner and lawyer?

Short answer, YES!But we do work closely with

these professionals.

What types of tasks willa DMM handle?

yKnot Services LLC offers the following services"cafeteria style" (pick the ones you want):

Balance checkbook

Balance checkbookBudget and cash flow management

Contact payees if there are billing errors

Contact payees if there are billing errorsInterface with other professionals (CPA, attorney, etc.)

Notary services (coming soon)

Notary services (coming soon)Open and sort mail

Organize documents for tax preparation

Organize investment documents

Organize documents for tax preparationOrganize investment documents

Prepare and deliver bank deposits

Prepare checks for signing and mailing

Prepare and deliver bank depositsPrepare checks for signing and mailing

Provide user friendly financial reports

Prepare and deliver bank depositsPrepare checks for signing and mailingProvide user friendly financial reports

Referrals to other service providers & professionals

Review and analyze bills

Referrals to other service providers & professionalsReview and analyze bills

Review and analyze credit report

Referrals to other service providers & professionalsReview and analyze bills

Review and analyze credit report

Set up filing system for bills & important papers.

What will the services of a DMM cost & what are the common billing methods?

At yKnot Services LLC, we charge for serviceson an hourly basis.

At yKnot Services LLC, we charge for services on an hourly basis.

In addition to the hourly rates, we charge for travel time(in some cases) and for out-of-pocket expenses such as

postage stamps & long distance charges for callsmade on a client’s behalf.

At yKnot Services LLC, we charge for services on an hourly basis.In addition to the hourly rates, we charge for travel time(in some cases) and for out-of-pocket expenses such as

postage stamps & long distance charges for callsmade on a client’s behalf.

We bill on a bi-weekly basis after services are performed.The invoice is due three days after our next visit.

Will I be giving up my independence if I

hire a DMM?

Will I be giving up my independence if I hire a DMM?

On the contrary, the assistance of a DMM is often thepiece of life’s puzzle which allows many seniors to avoid

guardianship or complete loss of independence.

Will I be giving up my independence if I hire a DMM?On the contrary, the assistance of a DMM is often the

piece of life’s puzzle which allows many seniors to avoid guardianship or complete loss of independence.

Busy people who are chronically a few days late paying their bills could find that hiring a DMM to keep up with their finances will probably receive a higher credit score, and therefore lower

insurance and loan rates.

insurance and loan rates.These lower rates could in effect pay for our fees.

Stress levels will be greatly reduced, as well.

The involvement of an outsider in personal financialaffairs may be too intimidating for some, but most

clients of DMMs find that once they have established arelationship with their DMM, they don’t know

how they survived without one.

For more information, please call Yvonne at

586-242-7680

personal bookkeeping (daily money management)

managedyknot services

balance checkbook budget

manageddmms work

personal business assistance

financial planner

personal monetary affairs

dmm handle

track of financial papers

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