Small Business Bookkeeper and Personal Daily Money Manager
Your Money Partner provides bookkeeping and daily money management services for small businesses, individuals, and families throughout Maryland. Drawing on more than 30 years of experience as a corporate Controller overseeing multi-entity real estate and lending operations, Janice Tolj brings the same accuracy, discretion, and organization to household and small-business finances.
Daily Money Management services support seniors and older adults, adult children managing a parent’s finances, solo agers, busy professionals, high-net-worth individuals and families, people with disabilities or chronic illness, and anyone navigating a major life transition such as divorce, the loss of a spouse, marriage, or entry into the workforce. Services include:
- Bill payment and budgeting
- Financial record management and organization
- Debt reduction planning and creditor negotiation
- Fraud monitoring and resolution
- Medical billing review and dispute assistance
- Fiduciary support, including work as or alongside a Power of Attorney or Trustee
- Guardianship financial reporting
- Household payroll management
- Financial coaching and counseling
- Collaboration with attorneys, financial advisors, and other fiduciaries on a client’s behalf
Small Business Bookkeeping services bring corporate-level financial controls to small business owners who need accurate books without the overhead of a full-time controller.
Janice is a member of the American Association of Daily Money Managers (AADMM), and services are bonded, insured, and background-checked for client protection and peace of mind. Book Now!
