Intrinsic dm2
402 E State St, Geneva, IL 60134
What is a daily money manager?
the roll of a daily money manager originated to assist in the tedious monthly tasks of bill paying and other paperwork of busy baby boomers. Their aging Family members and disabled individuals. Tasks such AS paying bills. Making deposits. Balancing checkbooks. Organizing TAX information. Negotiating with your creditors. And providing referrals to accountants. Lawyers and financial planners. The current anxious economy requires daily money managers to branch OUT in to other sectors of financial relevance. Daily money managers with accounting and finance advanced education are cropping UP to assist small businesses and busy individuals in managing their financial affairs. We ACT AS the title implies – a daily financial manager. The NEW and improved daily money manager CAN assume tasks that an employee would perform in a regular schedule of 9 5. Or assist Cpa’s. Financial advisors and attorneys by facilitating the completion of the daily tasks rather than determining long term plans. Furthermore. The separation of duties between the DMM. CPA. Financial advisor. And attorney NOT only saves money. But prevents ANY possible conflict of interest that might arise when the person handling your Cash is Also the ONE WHO does advising and reporting. What’s more. The oversight provided by each professional helps ensure that there is NO occasion for commission of fraud or theft. If I hire a DMM. WHY should I have an accountant. Financial advisor or a lawyer?
a daily money manager (DMM) is NOT a substitute for professionals in the accounting. Investment. Or legal fields; rather. Their work complements the work of other professionals by facilitating the completion of the DAY to DAY tasks rather than determining long term plans. For instance, a DMM. By organizing and maintaining accurate financial records for a client. CAN easily compile the necessary documents for TAX preparation by an accountant. When the accountant has prepared the required TAX returns. The DMM makes sure they are correctly signed. That the appropriate checks are attached. And that the returns are mailed on time. Although DMM practice does NOT include professional advice, a DMM should BE able to recognize pertinent issues and refer YOU to KEY professionals and organizations qualified to provide the other services YOU might need. I AM a small business owner. What happens if I miss MY payroll deposits?
if your payroll TAX deposits aren't timely. Late deposit penalties CAN
BE AS high AS 10 percent.
are YOU unsure about your payroll TAX calculations?
your errors CAN BE held against YOU. And stern penalties CAN BE assessed.
HOW many employees DO YOU have?
if YOU have fewer than 20 employees it is likely that YOU CAN SAVE
MONEY by OUTSOURCING your payroll. An intrinsic DM2 payroll expert comes with institutional knowledge upon which YOU MAY rely on.
More Business Info
Professional money management.
- Hours
- Do you know the hours for this business?
- Extra Phones
Phone: 630-514-4985
- Location
- We are located at 402 E. State Street, Geneva, Illinois 60134
- Associations
- AADMM,APA,NACQA,SBAC
- Other Link
- Categories
- Tax Return Preparation, Accounting Services, Payroll Service
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