Daily Money ManagementOur CPA firm located in Boca Raton, and serving South Florida, provides the high quality range of services that you would expect from an experienced quality Certified Public Accounting firm, but in addition we offer Daily Money Management services. For those individuals unable or unwilling to manage their finances, we can take away the worries of paying bills, maintaining bank accounts, interfacing with financial personnel, reviewing insurance and investment situations and even opening and sorting the mail. From helping to interpret complicated financial and investment information, find and schedule a plumber and protect the elderly from potential fraud schemes, our services are widespread. Below is a partial list of the services we provide:
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