Your bills paid, your paperwork handled, and your peace of mind protected.
Marcia L. Turner, CDMM, CSA, keeps the day-to-day finances of seniors, busy professionals, small businesses and nonprofits in order, with the discretion of a trusted friend and more than 20 years of banking behind her.
Who Marcia helps
A daily money manager takes care of the routine financial tasks that keep a household or small organization running. Marcia works with:
Seniors and their families
Help keeping up with bills, mail, banking and paperwork, so an older adult can stay independent and adult children can stop worrying from a distance.
Busy professionals
The household finances you never have time for: bills paid on time, accounts reconciled, and records ready when tax season comes.
Small businesses and professional offices
Accounts payable and receivable, payroll processing and review, bank reconciliation and correspondence, handled by someone who spent 20 years in banking.
Nonprofit organizations
Reliable treasurer-style support for small nonprofits, from deposits and bill payment to clear, regular reporting for your board.
A safe, hands-on approach
Marcia stays in close, regular contact with every client. You always know what has been paid, what has come in, and what needs your attention, and nothing leaves your accounts without a clear record.
- Bill payment and bank deposits
- Mail and email review
- Bank reconciliation
- Tax preparation support
- Forms, correspondence and phone calls
Remote service is available.
All servicesExperience you can trust
Before becoming a daily money manager, Marcia spent more than 20 years in banking, focused on branch management and special project management. She has served as president of the American Association of Daily Money Managers and was one of the first in the country to sit for its certification exam.
She is also a Certified Senior Advisor (CSA)®, the leading certification for professionals who serve older adults.
More about Marcia
Receiving the AADMM Board Legacy Award, November 2019.
Let's talk about what would help
Every arrangement starts with a conversation. Tell Marcia what's piling up, and she'll explain how she can take it off your plate, in person or remotely.