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B & I Money Management LLC specializes in providing daily money management services for small business, busy executives and entrepreneurs who, due to time constraints, are unable to manage their own personal finances or their business bookkeeping.
Our Services are also tailored to senior citizens or chronically ill individuals who are unable to manage their own finances or health insurance issues. The current need for our assistance may result from an illness, death of a spouse, divorce, or lack of family members in close proximity. We offer home visits.
B & I Money Management LLC utilizes software programs (Quicken or Quickbooks) to establish budgets, track income, expenditures and investments, balance all bank accounts, and tax return preparation. We provide monthly computer reports. We offer one-on-one software training for those individuals who are unfamiliar with financial software.
B & I Money Management LLC is fully insured and bonded.

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