12620 Rolling Road Potomac MD 20854
301-762-1102
1894796
Quality Connections was founded in 1985 to assist elderly persons in maintaining their independence and making informed decisions. Some of our services include: bookkeeping; shopping; transportation; home repairs and relocation services. Call for a free, one time in-home consultation.
Where News Makers Gather To Advertise
301-670-7100
DAVID S. SCHWARTZMAN DAILY MONEY MANAGER 301-738-8224 • david@tcci.biz
DAILY MONEY MANAGER SERVICES
n BILL PAYMENT n CHECKING AND CREDIT CARD ACCOUNT RECONCILIATION n PERSONAL BANKING n FIDUCIARY SERVICES
n Are you overwhelmed by the daily chore of managing your financial paperwork? n Worried that Mom or Dad’s finances are not being properly addressed or taken care of? n Worried about your or your family member’s bills not being paid on time, that financial files are a mess, and that insurance claims are not being submitted or improperly submitted? n Worried that a family member may fall victim to financial fraud? n Wish you could hire an assistant to take care of Mom or Dad’s finances, giving you precious time to spend with them? DAVID CAN HELP! He has over 25 years of experience maintaining both personal and business financial records. He is an expert in both Quicken and QuickBooks financial software. He will help you keep your financial records in order. You do not have to have your own computer or buy the software. David will setup and maintain your Quicken files on his system and print out monthly, quarterly, semi-annual and annual reports for you, develop a recordkeeping system for you, prepare & mail checks for bill paying or help you do online bill paying, and help you maintain your paperwork and accounting records. He has experience and patience helping older clients get their records in order, and can work with your Estate Attorney, Accountant, Financial Adviser and your family to make your Estate Planning and Record keeping easier.
n ORGANIZATION AND MAINTENANCE OF FILES n BUDGETING AND CASH FLOW ANALYSIS n FRAUD REVIEW n ORGANIZATION OF TAX DOCUMENTS n NOTARY SERVICES - A COMPLIMENTARY SERVICE FOR ALL MY CLIENTS AND THEIR FAMILIES (MARYLAND ONLY). n REFERRAL TO AND LIAISON WITH LEGAL, TAX, INVESTMENT AND OTHER PROFESSIONALS n MEDICAL CLAIMS SUBMISSION
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LIFE PLANNING GUIDE, October 2013