Helping You Stay Organized, Confident, and Financially Secure

Managing personal finances can feel overwhelming — but you don't have to do it alone. Thrive Accounting’s Daily Money Management services provide trusted support to help you stay on top of your bills, cash flow, and financial records, giving you greater peace of mind and more time for what matters most.

Whether you're a senior looking for help with household finances, a busy professional juggling multiple accounts, or someone navigating a major life transition, we’re here to make managing your daily finances easier and less stressful.

What We Provide

• Bill Payment and Tracking
  We organize and pay your bills on time to avoid late fees, protect your credit, and keep your financial commitments running smoothly.

• Budgeting and Expense Monitoring
  We help create and maintain a practical budget, monitor your expenses, and provide clear monthly reports so you always know where you stand.

• Bank and Credit Card Reconciliation
  We regularly reconcile your accounts, catch errors quickly, and make sure your records stay accurate and up to date.

• Financial Document Organization
  We sort, organize, and securely maintain your important financial documents — receipts, tax records, and more — so you're always prepared.

• Cash Flow Management
  We help monitor your cash flow to ensure you have funds available for daily needs and long-term goals, improving overall financial stability.

• Financial Recordkeeping
  We maintain detailed, organized financial records to make tax preparation, estate planning, and financial decision-making easier.

Why Choose Thrive Accounting for Daily Money Management?

• Personalized Attention: Every client receives a customized service plan that fits their unique needs and goals.

• Trusted Expertise: Backed by deep accounting and finance experience — not just administrative support.

• Confidentiality and Integrity: We uphold the highest standards for your privacy, security, and financial peace of mind.

• Flexible Packages: Choose the service frequency that fits your lifestyle — monthly, bi-weekly, or custom schedules available.

Flexible Service Options

Service Packages:

• Bill Pay Only — Payment Scheduling and monitoring (Starting at $150/month)

• Essential — Bill pay, budgeting, and reconciliations (Starting at $250/month)

• Enhanced — Adds cash flow management and document organization (Starting at $400/month)

• Comprehensive — Full DMM support plus family or trustee coordination (Custom quote based on complexity)

• Onboarding & Assessment — $125 per hour

• Life Transitions & Estate Administration — starting at $125 per hour

Pricing may vary based on remote or in-home services, the number of accounts, service complexity, and frequency of support. Custom quotes are provided after consultation.

Perfect For:

• Seniors looking for help managing daily finances

• Busy professionals balancing work and personal accounts

• Family trusts needing day-to-day financial oversight

• Individuals experiencing life transitions like divorce, loss, or relocation

Ready to experience the peace of mind that comes with organized finances?