Providing Personalized Accounting Services

What is a Daily Money Manager?

A Daily Money Manager (DMM) is your personal bookkeeper; the person you will partner with to achieve your financial goals.  DMM's assist people from many different walks of life.

-  Small business owners 

-  Seniors and older adults

-  Adult children taking care of their parents 

-  Busy professionals 

-  High network individuals and families 

-  Military personnel and veterans 

DMM's carry professional liability insurance and as a member of the American Association of Daily Money Mangers (AADMM) we are bound by its highest standard of service and code of ethics.  

Do I need a CPA?

A Certified Public Accountant (CPA) is a designation give by the American Institute of CPA's (AICPA) to those who have met certain education and experience requirements and who have passed the state's technical and ethics exams.  

Although you may not need the expertise of a CPA for all your needs, a CPA can offer an additional level of credibility and experience.  

That means you are working with a person who is not only capable of recording financial transactions, but also understands the "why" and "how" behind those transactions, is able to analyze and assess the resulting financial statements and communicate the story they tell.  

How much will your services cost?

Burke's Bookkeeping services are billed at an hourly rate. Since our services are customized to fit your specific needs, rates will be determined during the initial consultation.  

Costs for travel time and out-of-pocket expenses (copies, postage stamps etc.) will be charged if applicable. 

Services can be performed in your home or office, at your convenience.

What about Confidentiality?

Burke's Bookkeeping has built confidentiality into all of our processes.  We will not share information with any third party unless you provide us with express authorization.  This includes sharing of information with other members of your team including attorneys, financial advisors or family members.  

Where will my information be stored?

Depending on your needs, we may use either Quicken or QuickBooks to maintain your financial records.  All systems are maintained on our secure servers and backed up on a regular basis.