Kelly Money Management

Daily Money Management Services

During an initial complimentary consultation we will assess your personal needs and create a plan to free you from the frustration of managing your daily money matters. The following is just an example of the services that Kelly Money Management, LLC can provide:

Financial Services

Bill Payment

Pay monthly bills on a timely basis, avoiding late

payments fees and finance charges

Review bills for accuracy and handle all questions

with vendors

Prepare checks for signature, pay on-line or set-up

on auto-pay

Banking Services

Make deposits

Reconcile bank statements

Review bank statements for discrepancies

Organize files

Set-up & maintain financial accounts on Quicken to track income and expenses and provide comprehensive financial reports

Design & implement a paper management system for all bills, statements & receipts

Develop & monitor monthly budgets

Organize documents for tax preparation

Medical Services

Insurance Claims and Processing

Review medical bills and insurance explanation of benefits

Follow up with insurance companies, Medicare with any discrepancies

Track reimbursements and payments for tax purposes, HSA & FSA

Medical Records Organization

Create a filing system for health records, including test results, insurance documents, medication lists, doctor visits, explanation of benefits.

Additional Services

Set-up small business & non-profits on Quickbooks

Enter all income/expenses and prepare monthly & year-end financial reports

Handle payroll for small businesses, non-profits & household employees

Prepare year-end reports and forms, such as 1099’s

Communicate with your financial, investment, legal & healthcare professionals as needed

All services are billed on an hourly basis. Rates are very reasonable and are based on the type of service you choose, the volume of bills handled and the location the service is performed. After we have assessed your personal needs and created a plan to fit your lifestyle and accomplish your goals, a monthly estimate of fees can be determined.