How We Help

Sheffield Daily Money Management will provide the support you need to ensure your financial responsibilities are managed in a timely and accurate manner. Our philosophy is to go the extra mile for each and every one of our clients and we always treat our clients in a confidential, respectable, and caring way.

Here is a list of what we can do:

Bill payments – utilities, medical, credit card, insurance, etc. Includes assistance with check writing for clients who may need help due to arthritis, vision problems, or other health issues.

Bank statement reconciliation – includes monthly checkbook reconciliation to ensure bank errors have not occurred and accounts are not overdrawn.

Organization of financial records – saves time when tax time comes around – just hand over your files to your CPA without having to search for all the required documentation!

Review of monthly expenses – identify cost savings opportunities, recommend steps to consolidate payment timing, etc. Audit of bills and statements – review medical and insurance bills for accuracy

Property tax assessment disputes – prepare documentation and analysis to dispute your property tax assessment with the appropriate authorities.

Mail and correspondence – we can assist with the opening, sorting, and responding to your mail if desired.

Fraud/identity theft review – enroll in "Do Not Call" and credit card opt-out registries, review credit reports, examine mail offers for legitimacy

Special requests – anything else you need assistance with – research on new/used cars, insurance quotes, etc. Hiring Sheffield Daily Money Management will give you the confidence your daily financial affairs are being handled in a professional, efficient, and safe manner.

We are not a debt management or credit counseling service. If you need help with this, please contact the appropriate organization.

Note: Sheffield Daily Money Management does not offer tax, investment, or legal advice. Please see a professional when necessary. We will happily work with all professionals to achieve your objectives and provide you the best overall service.

Benefits

Avoid late fees by ensuring bills are being paid on time.
Avoid duplicate payments that can occur when financials are disorganized.
Avoid/identify potential identity theft/fraud.
Cost savings opportunities identified.
Financial information organized so easy to find at tax time, etc.
Greater confidence your assets and identity remain secure.