Let Heart & Ledger bring clarity to your finances and secure your peace of mind
A daily money manager is a professional who keeps your financial life organized, on track and secure – while you stay in control. It does not replace, but works alongside your accountant, attorney, or other financial professionals.
Who Can Benefit from a Daily Money Manager?
Managing your finances doesn't have to be a daunting task. With Heart & Ledger, you gain access to a suite of services designed to simplify your financial life. Our team is dedicated to helping you stay on track while ensuring your financial security. From basic money management to detailed bookkeeping, we offer a comprehensive range of solutions:
Imagine enjoying your annual winter getaway without the nagging worry of paying bills back home. It’s not the money that’s the problem—it’s making sure everything is paid on time and organized. Heart and Ledger can handle the bill payments and neatly file statements so they’re easy to access when you return.
Perhaps you’ve managed your family’s finances for years, and your spouse has trusted you completely. But what happens if you’re no longer able to keep up with the responsibilities or answer important questions? Heart and Ledger can step in to ensure your finances remain organized, secure, and well-managed.
Every year, your accountant requests a pile of documents. You spend hours gathering everything you think they might need, only to be told that half of it isn’t necessary. Now, many accountants prefer everything electronically, adding another layer of frustration. Heart and Ledger can keep your tax documents organized, provide your accountant with exactly what’s needed electronically, and ensure you retain a complete copy for your own personal records.
To be honest, you would rather pay someone. It would just be easier day to day. When you want to travel, you can simply shut the door and go on vacation.
Using your numbers, Heart and Ledger would create a cash flow budget month by month. We can compare the budget vs. actual and figure out the variances. Some variances require immediate course corrections while others we would simply note.
At Heart and Ledger our phones are answered 24 hours a day, 7 days a week, 365 days per year. You can call any hour of the day or night and talk to a live person who will tell you when you can expect an answer and/or a phone call.