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over
6 years of
service
Our Services
SDS Smart Daily Services, LLC is your go-to source for all your financial needs. We provide daily money management services to help you keep your finances organized and up-to-date. Our tailored and comprehensive Daily Money Management services are provided either in-home - at your preferred location in the Vancouver/Portland metro area, or as a remote service.
We specialize in helping our clients with their day-to-day financial tasks, allowing them to focus on their lives and the things that matter most to them. Languages available are English, German, and Finnish.
Bill paying
We understand how overwhelming it can be to keep track of your bills and payments, so we take care of it for you. We help you sort out your incoming bills, pay them on time, set up auto payments, and protect you against paying fraudulent invoices.
Expense tracking and account reconciliation
With our help, you can stay on top of your finances and ensure your money is safe and secure.
Our services include tracking income and expenses, monitoring account transactions, reviewing account statements, creating regular reports, and providing visibility for making the right decisions about your assets.
Mail mangement
Together with you, we regularly open all the mail, so you will never again have a pile of unopened letters. We will control junk mail, handle all legitimate requests on time, and carefully shred and destroy sensitive data.
Document organization and file management
Managing financial documents can be a daunting task, so we are here to help you get organized. With our help, you will get an efficient filing system, your files organized and your tax documents ready for your CPA.
Assistance with insurance claims
We will help you with submitting a claim, reviewing your explanation of benefits, and track insurance payments. This way will make sure you are receiving the full benefits you're entitled to. Our goal is to help make the insurance claims process simpler and easier to understand.
Collaboration with other professionnals
It takes a whole team to successfully manage your finances. A Daily Money Manager is in regular contact with all other parties involved, like CPAs, investment advisors, care managers, and attorneys, to make sure your finances are on track and organized - now and in the future.
OPTIONAL ADD-ON SERVICE: PERSONAL ASSISTANT
Do you need support outside your finances? Personal assistant services will complement your needs - either on an ongoing basis or project-based. Services include :
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Checking and maintaining personal calendar: SDS will check the calendar and set-up reminders for important appointments
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Taking care of your travel bookings
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Helping with computer-related tasks and problems such as emails, password managers
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Organizing and creating filing systems for important household information and documents: SDS will create a filing system that works best for the client.
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Helping to organize special events like dinners, parties, or vacations
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Coordinating special projects: SDS will help the client with the organization and coordination of extraordinary projects like relocation, home remodeling or downsizing
HOW MUCH DOES IS COST?
The answer is: it depends. It depends on the range of services you need, on the complexity of your finances, and on the interval of visits you request.
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Services are billed by the hour. The table below gives you a general idea of the costs, showing different scenarios. Call us for getting a personalized estimate.
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Note: The costs during the first 3 months are considerably higher, due to the work needed to set-up the system, get the processes defined, and work off potential backlogs of tasks.