Please reach us at Michelle@keystonemanagementsvcs.com if you cannot find an answer to your question.
Daily money managers (DMMs) provide personal financial assistance to individuals who need help managing their day-to-day monetary affairs. Services range from bill payment and bank reconciliation to financial recordkeeping, fraud monitoring, and coordination with attorneys, accountants, and care teams. As a member of the American Association of Daily Money Managers (AADMM), Keystone upholds the highest professional and ethical standards in the field.
Every client relationship is personally tailored, but our core services include: daily money management, bill payment, expense and budget tracking, tax organization, property management, file management, medical and insurance paperwork assistance, POA and Healthcare Proxy agent services, mobile notary and Remote Online Notarization (RON), and ink and roll fingerprinting. We also offer bookkeeping, audit preparation, and administrative support for small businesses. Contact us for a free consultation and we'll build a plan around your specific needs.
Keystone Management Services serves clients throughout the Mid-Hudson Valley, including Ulster, Dutchess, Orange, Putnam, Rockland, Sullivan, and Westchester counties. Mobile notary services are available throughout New York State. Remote Online Notarization (RON) is available to clients in multiple states, including New Jersey, Connecticut, Pennsylvania, and Massachusetts.
Yes. For clients who have no family member or trusted person available to serve in these roles, Michelle can act as a named POA agent or Healthcare Proxy agent within your existing legal documents. We do not create legal documents and we are not a law firm — we act as the designated agent in the role your attorney has established, carrying out your wishes with precision and care. This is one of the most personal services we offer, and we take the responsibility seriously.
Remote Online Notarization allows documents to be notarized through a secure, legally compliant video platform — no in-person meeting required. Michelle is a commissioned New York State Notary Public authorized to perform RON. While she must be physically located in New York State during the session, signers can be located anywhere — including New Jersey, Connecticut, Pennsylvania, Massachusetts, and beyond. RON is ideal for clients who are out of state, have mobility limitations, or simply need a flexible, convenient option.
Official office hours are Monday through Saturday, 8am to 6pm. We understand that life doesn't always follow a schedule — reach out anytime by phone, text, or email and we will respond in a timely manner.
The first consultation is always free. During that conversation we discuss your needs and develop a plan of action. Services are billed at an hourly rate, and every client's cost will vary depending on the amount and type of work involved. Typically, more time is needed at the start of a relationship as we build systems and get organized. Our goal is always to develop an efficient routine that fits within your budget.
No. Keystone Management Services will never offer to sell you any investment or insurance product.
No. We work alongside your existing professional team — not in place of them. We complement your accountant, attorney, and financial advisor by handling the day-to-day details that keep everything organized and running smoothly. We do not provide tax, legal, or investment advice.
Yes. Keystone Management Services is fully insured and carries both general and liability policies specifically for daily money management, bookkeeping, and personal elder care.
Yes. All Keystone team members are thoroughly background-checked through national, state, and local criminal databases, as well as professional and personal character references — before working with clients or accessing any client information. As Keystone grows, this standard applies to every person who joins the team.
Yes — upon request, we are happy to connect you with current clients and professional colleagues we work with regularly.
Keystone Management Services was officially established in 2025. However, Michelle has been working in this specific niche — daily money management, elder financial support, and POA and Healthcare Proxy agent services — for over ten years, with more than 20 years of experience in bookkeeping and financial organization. The business grew directly out of Michelle's personal experience supporting a close friend through Alzheimer's disease, and a recognition that too few qualified, compassionate professionals exist in this space.
Keystone Management Services was officially established in 2025. However, Michelle has been working in this specific niche — daily money management, elder financial support, and POA and Healthcare Proxy agent services — for over ten years, with more than 20 years of experience in bookkeeping and financial organization. The business grew directly out of Michelle's personal experience supporting a close friend through Alzheimer's disease, and a recognition that too few qualified, compassionate professionals exist in this space.
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