financial peace of mind
Daily Money Management Services
Feel confident and in control of your finances—even when life is busy or caregiving takes center stage. Daily money management tasks won’t feel overwhelming when I help you stay on track.
skip the stress
Keeping up with day-to-day finances can be exhausting—especially when you’re juggling work, caregiving or your own health. Bills get missed, bank statements go unchecked and important tasks like balancing accounts or updating budgets fall by the wayside. Trying to support a parent who’s no longer able to manage their finances independently is a lot to carry, but you don’t have to do it alone.
Here are a few ways I can help:
Paying bills.
I’ll ensure your bills are paid on time, avoiding late fees and maintaining your credit score.
Monitor accounts.
I’ll regularly review bank and credit card statements to catch any unusual activity or errors.
Track expenses.
I can help you understand where your money is going and how to manage your budget more effectively.
Prepare for tax season.
I’ll gather and organize documents throughout the year to make tax time less stressful.
Organizing your financial records.
I’ll create a system to keep track of all your financial documents so you can easily access what you need when you need it.
Communicate with financial institutions.
I can act as your advocate when dealing with banks, insurance companies, and other financial entities.
Coordinate with your financial team.
I can work closely with your tax preparer, estate planning attorney, investment advisor, and other trusted professionals to meet your needs and plan for long-term goals.
Monitor insurance claims.
I can prepare, submit, and monitor insurance claims to ensure they’re paid properly.
“Thank you so much for all of your hard work. It’s so refreshing to receive such high-caliber work on a consistent basis. I just wanted you to know that your skill does not go unnoticed or underappreciated – you are completely valued!”
– Firefly Financial’s biggest fans
As a CPA and financial educator, I bring both expertise and empathy to the daily financial tasks that so often get overlooked. I understand how overwhelming it can be to manage your own finances, let alone someone else’s. My goal is to make those responsibilities easier, not heavier, and to support you with the care, professionalism and attention to detail you deserve.
I understand your challenges. Whether you’re helping aging parents, managing your own busy household or recovering from a life transition, I know the mental loan of daily money management can feel like too much. The bills, the passwords, the paperwork—it all adds up quickly. I’ve worked with clients in all kinds of situations, and I know how complex, emotional and time-consuming it can be to stay on top of everything. That’s why I tailor my support to your real-life circumstances, not someone else’s idea of what things “should” look like.
I’m here to help, not judge. Many of my clients worry they’re behind, disorganized or somehow failing at keeping it all together. The truth is, you’re not alone and there’s no shame in needing support. You won’t find judgment here, only calm, respectful guidance. I show up to help, not to criticize, and I work alongside you with confidentially, care and compassion.
I’m competent and qualified. With nearly two decades as a licensed CPA, I understand the financial systems, tax rules and regulatory details that many daily money managers can’t offer. I can ask the right questions, spot red flags and coordinate with other professionals, including your financial advisor and attorney, to ensure nothing slips through the cracks. You’re not just getting an assistant—you’re gaining a skilled professional who treats your finances with the attention they deserve.
Ready to take the first step towards financial peace of mind?
Contact me today to learn how I can help.