Frequently Asked Questions

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Daily money managers (DMMs) provide personal business assistance to clients who may want or need help in managing their monetary affairs. We provide essential services from organizing bill payment, keeping financial and medical insurance papers on track, to assisting with check writing, automatic bill pay, and maintaining bank balance records.

We understand that unexpected life circumstances happen and you may need to reach us outside of normal business hours. Please reach out to us  anytime via email, text or phone and we will respond in a timely manner. We hold official office hours Monday-Saturday 8am-6pm.

Although every case is personally tailored to our clients needs. We provide the following services:

• Bill-paying - This includes verifying invoice accuracy, organization, calls to payees if needed, preparation of checks for clients to sign, and proper filing of all paid invoices. 
• Acting as power-of-attorney, Health care proxy, or representative payee for Medicare.
• Preparing, delivering, and documentation of bank deposits
• Organizing tax documents and other important paperwork
• Deciphering medical insurance papers and proper processing of claims in a timely manner.
• Maintaining home payroll or subcontractor records including preparation of W2's and 1099's
• Preparing payroll checks for home or business employees.
• General organization assistance
• Mail Management 
• Property management
• Executive/Personal Assistant 

No. Keystone Management Services will never offer to sell you any kind of investment or insurance product. 

No. As daily money managers, bookkeepers, or administrative assistants, we work with your accountant, attorney, or investment advisor to make sure that all of your day-to-day and personal business is handled with confidentiality and compassion.  Our services complement your chosen professions, and we do not provide tax, legal, or investment advice. 

• With Attorneys, we often help develop an inventory of assets to be included in the estate planning. We also work with your chosen attorney if you choose to use our agent services for Power-of-Attorney or Health Care Proxy.
• For Accountants, we maintain accurate records during the tax year, and compile the information with easy access to properly process your return in a timely manner. 
• For Investment Advisors, we help develop an accurate picture  of our client's income and spending needs to help the advisor formulate a solid investing plan. 

Please contact us for a free initial consultation. With this meeting, we will discuss your needs and develop a plan of action. At this time our services are billed at an hourly rate. Each client's cost will vary depending on the amount and type of work. Typically, more work is needed at the start of the client relationship. Our goal is always to develop an efficient system and routine to keep within our clients budget. 

Yes. Keystone Management Services will conduct a thorough background check before staff members are allowed to begin training or see clients. This investigation will consist of checking national, state, and local criminal databases, as well as professional, and personal character references. 

Yes. We are fully insured and carry both a general and liability policy specifically for daily money management, bookkeeping, and personal elder care. 

Yes, upon request, we would be happy to put you in contact with current clients and other professional we work with. 

Keystone Management Services is a fairly new company. Our Founder, Michelle, has a 20 year history as a bookkeeper and executive assistant (among other roles). She has also served as power-of-attorney and health care proxy agent to clients who do not have family and those who wished not to have family provide these services. As mostly a freelancer to these clients, Michelle saw a lack in service professionals providing quality compassionate care with integrity. Michelle is a dedicated professional with a deep understanding of managing dementia-related conditions. Creating this company became a passion project to help aging adults keep as much financial independence as possible, safely.