Laping, Surdej Associates is proud to offer – Daily Money Management services as we have seen an increasing need with our clients.
Daily money managers (DMMs) provide assistance with managing monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts.
The expertise of DMMs covers a broad range of tasks, and the services can be tailored to suit the client needs. The scope of a DMMs work generally includes the following:
- Bill-paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign.
- Balancing checkbooks and maintaining organization of bank records.
- Preparing and delivering bank deposits.
- Organizing tax documents and other paperwork.
- Negotiating with creditors.
- Deciphering medical insurance papers and verifying proper processing of claims.
- General organization assistance.
- Providing referrals to legal, tax, and investment professionals.
- Notary services.
- Maintaining home payroll records for use in preparation of payroll tax reports.
- Acting as power-of-attorney or representative payee for Social Security.
This latest service being offered is a continuation of the high quality service Laping, Surdej Associates is known for. Though Laping, Surdej Associates specializes in aging/geriatric care management, DMM is available to anyone interested. For more information, please contact Ronald Surdej at (716)884-3277 or [email protected].