Daily Money Management
And, of course, you have marketing plans to execute and community involvement activities that will take up any remaining time.
When do you have time to get to your personal financial life, pay your bills, reconcile your credit cards and checking account, and create and manage a budget? As tax time approaches, you are beginning to wonder how in the world you can gather the receipts and information that you will need to minimize your tax burden.
Ricker Duval Business Solutions has an answer.
Ricker Duval Background
Judy Ricker, an MBA in Finance, has a strong finance and accounting background and is a Certified ProAdvisor for Intuit’s QuickBooks.
Jill Duval was awarded the CTNext’s Entrepreneur Innovation honor and has several business successes on her resume.
The partnership is fully qualified to provide accurate, confidential, and professional daily money management services to help you to stay abreast of your financial affairs always.
What Ricker Duval Daily Money Management Offers
In the end, it is your personal financial status that is most meaningful. Sloppy and untimely daily money management can be costly and wasteful. Late fees, additional interest, bounced checks or late deposits can run into hundreds of dollars per month. Poor or missing tax records are likely to negate deductions that you would otherwise be permitted.
Ricker Duval’s Daily Money Management Program includes:
- Personal Bill Management
- Bill Pay
- Reconcile Bank Statements
- Expenses Tracking
- Organizing Tax Documents
- Providing Monthly Reports
The Daily Money Management process begins with a consultation to discuss our services in detail and what you can expect. We will list the items required to get started, including a detailed list of monthly or other bills to be paid, due dates, bank and credit card accounts.
Other details including assets, long-term debt, and investments are necessary to recreate your entire financial picture.
Ricker Duval can utilize a confidential Quicken or QuickBooks file that can:
- Set bill pay alerts
- Maintain bank and credit card balances
- Track investments
- Concisely summarize Tax-related transactions
- Create an Annual Budget showing Actuals vs. Budget
- Provide Net Worth Statements and financial snapshots
Ricker Duval’s Commitment
We understand that your business, social, and personal life should take precedence over the handling of essential, yet routine daily money management affairs. Knowing this a common problem, we offer confidential, timely, and accurate personal financial management and bookkeeping to ensure all obligations are paid promptly and records are carefully maintained.
We will provide a detailed, easy-to-read statement each month that shows what has been paid and the current balances on all accounts.
For more information, contact Ricker Duval Business Solutions to discuss our Daily Money Management Program. We can tailor your program to fit your needs from a simple ongoing bill paying and bank reconciliation to a full-fledged bookkeeping and records program.
Hire a Team of Professionals, But Pay Only for What You Need
Outsourcing company and personal functions that will distract from your company mission is important.
Working with the professionals from Ricker Duval Business Solutions will:
- Ease the stress of trying to stay current with non-core activities
- Provide expert, experienced input for marketing and financial decisions
- Enhance your company’s reputation and bring a sharp, clear focus to your company image
From Financial Management to Marketing Support and more, making the Ricker Duval professionals a silent partner in your endeavor with a customized program of support will enhance your company’s performance while upgrading your image.
Contact us to discuss ways that Ricker Duval may help you reach your goals.