Daily Money Management

Kevin Mitchell is part of a growing professional field known as Daily Money Management.  The mission of this field is to assist small businesses, families, estates and busy professionals with their financial requirements and needs. Kevin knows he can help clients meet their statutory requirements and achieve their financial goals while creating efficiencies and value added cost savings. He saves time and money!  Services include bill paying, checkbook balancing, filing, organizing and budgeting, as well as submitting and tracking medical insurance claims, monitoring investments and analyzing all aspects of cash management. Technology will be used whenever possible with the idea of “working smarter”.

Daily Money Managers support Accountants and Attorneys; they do not replace them.  Kevin provides cost effective assistance to streamline the process while allowing the other “Experts and Professionals” to do what they do best.  He works closely with each client’s network of professionals, including bankers and Investment Advisors to ensure that all information is shared in a timely and efficient manner. He provides referrals where necessary and appropriate.  Kevin’s service is 100% client driven; he provides each client with the assistance that their lifestyle requires.

Kevin Mitchell has been providing these services to various friends and family members for over 7 years.  During this time, he has evaluated investments, consolidated investment accounts, prepared the support necessary to file estate and personal taxes, submitted Conservatorship Returns to Probate Court, completed small business and individual tax returns, provided management consulting to maximize business/ investment profitability and created financial summaries for attorneys in trial preparation.  He is detail oriented and thorough and is guided by the belief that “money should work for money”.

Testimonials

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  • Lauren T.

    I recently moved to Atlanta and started a new commission sales position. I called Kevin to assist me with all of my accounting and bookkeeping needs. Kevin was able to get my business organized and my tax returns filed early and efficiently. He even convinced me to incorporate my business for tax purposes and liability protection.

  • Lori C.

    Kevin helped me organize and automate my personal and business financial system. He has saved me so much time and money. I recommend him for any realtor or any small business owner for that matter. His knowledge is only outdone by his patience.

  • Doug K.

    Kevin is a friend, client and referral outlet. He has proven himself to be valuable in assisting my clients achieve their desired results while helping keep overall costs down. He provides a great service.

  • Max C.

    Kevin helped me incorporate and structure my business right out of the gate. He created my accounting system and patiently helps with my tax return. During the process, he has improved my understanding of key financial practices resulting in more efficient operations and steady profits.

  • Judy M.

    After the death of my husband I was concerned that our family business would suffer. Kevin was instrumental in logging all outstanding debts/ invoices and reconciling them with our accounting system. Kevin’s thoroughness enabled us to quickly get current and stabilize the business. His consulting services were incredibly valuable at a fraction of the price of a CPA firm.