Accurate and consistent personal bookkeeping is essential to daily, as well as long-term, financial health. Thorough and comprehensive accounting is critical to make the most of your money. In general, daily money management firms help individuals with personal bookkeeping services, but Baker DMM takes it one step further by providing bookkeeping and accounting services.

Baker DMM Accounting and Bookkeeping Services

Bookkeeping describes the activities associated with documenting financial transactions. For example, these records might include:

  • Various types of income

  • Vendor or loan payments

  • Monitoring for unusual activity

  • Creating financial reports

Accounting refers to the process of analyzing, interpreting, and then reporting financial data to help individuals make informed fiscal decisions.

So, bookkeepers record and categorize financial transactions; accountants analyze the data. And because Baker DMM is owned and led by a certified public accountant (CPA), you get consistent, integrated accounting and bookkeeping services.

Why are professionally provided accounting and bookkeeping services so important for your elderly relative? Because financial fraudsters prey on those unlikely, or unable, to closely monitor their bank accounts and financial assets. With regular, expert assistance, you’ll know if your senior loved one’s financial picture includes typical red flags for fraud or fiscal abuse:

  • Lost checks or missing deposits

  • Excessive or new bank fees

  • Unusually large debits, charges, or transfers

  • Budgets that are out of line

  • Expenses that look unusual

Baker DMM’s personal bookkeeping services bring peace of mind to the account holder as well as his or her caregiver. Our CPA oversight and detailed monthly reporting facilitate better financial decisions. Consider letting Baker DMM enrich your quality of life by eliminating the stress and time demands of routine bookkeeping and long-term financial health management. Call us, your burden will feel lighter even before we schedule our first appointment.

How people feel about Baker DMM:

“Baker DMM provided me with a comprehensive look at my personal financial situation. Establishing a budget and receiving their monthly financial reports were invaluable to me. I now have a concrete plan for managing my cash-flow more efficiently and will be able to better handle my personal finances moving forward.”

Mike Davis
Commercial Real Estate Services

“Baker DMM has been a tremendous resource in helping us organize our financial affairs, think about our long-term goals, and move in the right direction to achieve those goals. We are very grateful to Baker DMM. Chris Baker is a fair, honest, and diligent professional and who always made himself readily available if we had questions. We will continue to recommend Baker DMM to family and friends.”

Farah Hottle
Senior Consultant at Vaco Resources

“Baker DMM took the time to clearly understand what I was looking for. They were right on target with the following: 1.) Understanding my needs 2.) Making sure I knew what to expect during the engagement 3.) Being on-time completing the project 4.) Above all, they followed up with me to make sure they completed the work to my satisfaction and explained and presented the completed work to me.”

Vice President, Financial Services

“I have had a professional working relationship with Chris for the past 5 years. He is a person of unquestionable integrity who is dedicated to producing quality work while maintaining a professional, yet personable, relationship with clients.”

Jeff Pruet
Compliance Manager, Bluelinx Holdings, Inc.

Baker DMM Daily Money Management Services and Financial Caregiving for Seniors Financial Caregiver Badge

Baker Daily Money Management is your economic first responder...

... guarding against theft, reducing exposure to financial fraud, and protecting family assets. Our clients hire us on their terms, for limited or extensive services. As their financial advocate, our clients invite us into their homes or join us in our offices to assist them with everything from mail review to bill paying to long-term financial decision making. We’ll design your financial caregiving plan according to a proven, reliable process then flex it to meet your specific needs.

  • Are you holding back on making time-sensitive decisions on behalf of an aging or ailing family member?

  • Do you have an action plan if you suddenly become a financial caregiver?

  • How will this new role impact your standard of living or alter your lifestyle?

At Baker DMM, all your questions matter so let’s get your answers now.

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