Profile
First Name
Emily
Last Name
Booth-Dornfeld
Professions
Bookkeeping & Accounting Services
Industry
Accounting
Chapter
B2C NOVA
Member Role
Core Member
Member Bio
After spending 20+ years as an attorney serving clients in financial services industries, Emily joined Everyday Money Management, LLC as a Daily Money Manager. Her clients include older adults, individuals living with physical and/or mental disabilities, estates, and busy professionals. Emily works with her clients and their families to help them achieve and maintain financial order through effective management of their bills and insurance claims and organization and digitization of financial files. She performs bookkeeping activities to track income and expenses and monitor and reconcile accounts, and she assists clients with budgeting, general mail review and cataloging, insurance claim submissions, organization of tax information and documents, and financial matters related to the engagement of household employees and major life changes such as the death of a spouse and relocation. Emily also facilitates communication with financial planners, accountants, care managers, and estate attorneys. Her overriding goal is to assist clients in maintaining their independence while easing client and family stress too often associated with financial tasks.
Emily is a New York City native, received her B.A. from Georgetown University in 1996, and earned her J.D. at Penn State Law in 1999. She volunteers with the Northern Virginia Hebrew Congregation and Lucky Dog Animal Rescue, and she sits on the Fairfax Advisory Committee of Planning for Senior Life, a membership organization dedicated to working with seniors and their families. Emily currently resides in Vienna, Virginia with her husband and their four children, a cat, and a dog.
Emily is a New York City native, received her B.A. from Georgetown University in 1996, and earned her J.D. at Penn State Law in 1999. She volunteers with the Northern Virginia Hebrew Congregation and Lucky Dog Animal Rescue, and she sits on the Fairfax Advisory Committee of Planning for Senior Life, a membership organization dedicated to working with seniors and their families. Emily currently resides in Vienna, Virginia with her husband and their four children, a cat, and a dog.
Contact Details
Company Details
Company Name
Everyday Money Management, LLC
Job Title
Daily Money Manager
Street:
2961-A Hunter Mill Road, Box #659
City:
Oakton
State:
VA
Zip code:
22124-1704
About Us
Everyday Money Management works with seniors and their families, individuals with mental and/or physical disabilities, busy professionals, estates, and others to manage and ease the stress associated with day-to-day financial tasks. It provides in-home and remote services to help clients organize and manage financial paperwork, and assists clients with bill management and payment, budgeting, income and expense tracking and reporting, mail management, tax organization, insurance claim management, and more. The company ensures, among other things, that bills are paid timely, records are kept up-to-date, taxes are filed, medical bills and claims are understood, and accounts are monitored to prevent fraud and financial exploitation. The company also acts as an advocate and liaison with care managers, insurance representatives, accountants, financial advisors, and other professionals. Its Daily Money Managers are all vetted and subject to lifetime background checks, the company and its employees are bonded and insured, and the team adheres to strict confidentiality requirements and privacy and security protocols. The company's goal is to facilitate its clients' financial organization and resource management while respecting their autonomy, ensuring confidential treatment of their private information, and easing stress.
Services Provided
1. Bill payment, including tracking, documenting, and recording payments
2. Budgeting and cash flow analysis
3. Paper and electronic file organization, maintenance, and storage
4. Insurance claim submission and tracking
5. Monthly bank and credit card account monitoring and reconciliation to avoid fraud and financial exploitation
6. Monthly bookkeeping and reporting
7. Gathering and organizing tax information and documents
8. Handling vendor issues, including invoicing, payments, exchanges/returns, and receipts
9. Acting as an advocate and liaison with care managers, insurance representatives, accountants, financial advisors, and other professionals
10. Assisting personal representatives/trustees/executors with death notifications and financial tasks related to administering estates
2. Budgeting and cash flow analysis
3. Paper and electronic file organization, maintenance, and storage
4. Insurance claim submission and tracking
5. Monthly bank and credit card account monitoring and reconciliation to avoid fraud and financial exploitation
6. Monthly bookkeeping and reporting
7. Gathering and organizing tax information and documents
8. Handling vendor issues, including invoicing, payments, exchanges/returns, and receipts
9. Acting as an advocate and liaison with care managers, insurance representatives, accountants, financial advisors, and other professionals
10. Assisting personal representatives/trustees/executors with death notifications and financial tasks related to administering estates
Ideal Customers
Ideal clients for Everyday Money Management include older adults or individuals with mental/physical disabilities seeking assistance with daily financial tasks in order to help ensure financial security and reduce stress while maintaining as much independence as possible, or family members of such persons in need of assistance handling their relatives' finances. Ideal clients also include busy professionals who do not have time to devote to day-to-day financial affairs or the details of household paperwork, and personal representatives or trustees of estates seeking assistance with death notifications, insurance filings, tax organization, bill payments, financial accountings, and other financial tasks related to estate administration.
Employee Count of Clients
1-19 employees
Revenue Size of Clients
$0-$1 million