Records Management Specialist
the leading provider of Daily Money Management and Personal Assistance

About owner Michelle

 

Hello, my name is Michelle, and I’m the owner of “Records Management Specialist.”
Sometimes people find their dream jobs right away, others may never find it, I have
found mine and everyone knows it.

 

I am a “Daily Money Manager,” “Bookkeeper,” and “Administrative/Personal Assistant.”

 

Do you have concerns about bill paying and records management?

Many of people are these days with their busy schedules. Some people just don't like to do it and don't do it on a routine basis, some people it just isn't their thing and they aren't very good at it, and others it just may be very stressful for them and they'd like someone else to take away their headache.

 

I are here for you, I am your stress erasers.

 

What is a “Daily Money Manager” you ask?
The American Association of Daily Money Managers describes it well: “Daily Money Managers (DMMs) provide personal business assistance to clients who have difficulty in managing their personal monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts.”

 

However, I’d like to add to that definition. A person who has “difficulty in managing their personal monetary affairs,” doesn’t necessarily mean that they don’t understand or are overwhelmed by today’s high tech ways, it can also mean they just don’t feel like doing it or they don’t have the time. Whatever the reason, regardless of anything, I am here for you, I’ve been doing it for years on both the personal level and business level, so I’m the right DMM for you.

 

What does a Personal Assistant do?
A “Personal Assistant” can wear many hats for you. In my case, I am referring to good old fashioned “Secretarial” or “Virtual Assistant” responsibilities. This is probably a little easier to understand by visiting my other site: www.BookkeepingandAdmin.com.

What are my qualifications that would make you trust me and want to hire me?

 

I have been a Bookkeeper and Office Manager for more than 16 years and continue to be because, to be quite honest with you, as my boss gets older and older, he needs me more and more. He feels he can’t live without me, which is why I am staying with him part time to pursue my dream job (his job is now my side job, I remain loyal to him).

 

Before working for him I had my own business for a very long time. I was a "Virtual Assistant" before people had heard of such a thing. I've been doing it so long that I used to advertise my services in the local newspaper and get lots of new business (today we use social media for the most part).

Yes, I take my bookkeeping and management skills and go through my clients' mail (with them or without out them, it is their choice) and get rid of the bad and only keep the good. Then I set-up a system to get all their bills paid on time and often early, and manage their money with them (I never require that I have power of signature or passwords for anything). The extent of what I do for my clients is determined by them.

My friends’ ages and colleges range from their 20s to 90s, I work well for and with everyone. I’m told constantly that I’m just too nice, that I’m unbelievable, and since finding my dream job – I’ve found the perfect career.

I don’t only help those that can’t help themselves, I also help those that don’t want to do some things. Some people just don’t want to pay their bills or balance the checkbook, some people don’t want to clean the house or do the yard work, some people need a little extra help with their computer or Smart phone, some people don’t want to buy groceries or put them away, some people just don’t want to organize the house and put things out after a move. You know what, that’s what we have other people for.

 

I perform several of the services you’ll find on this website myself, but I know when and how to get someone else for the things that I am not as qualified to do as someone else. Plus, if I can’t do it, and you want me to be there when they do it (such as waiting for the cable guy to come and install your service, or the repair man to fix the AC), that is another service that I can be hired for.

 

I grew up 2nd to the youngest in a family of 6 children, and being in that position I learned a lot. I wish we were all still here, but unfortunately we aren’t. Some have passed, others have moved away. I am giving back.

 

Call me, let’s set up a free consultation: 703-403-2996.

Call us today on 703-403-2996

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