Helping Seniors, Busy Professionals, and Families Stay Financially Organized and Secure.
If managing personal finances feels overwhelming, or if you’re an adult child helping an aging parent stay independent, you don’t have to do it alone. At Martana Bookkeeping, we provide compassionate, professional personal bookkeeping services tailored to the unique needs of the Austin, Minnesota community.
From paying bills and balancing checkbooks to keeping a watchful eye for fraud, we’re here to give you—and your family—total peace of mind.
🛡️ Why Choose Daily Money Management?
- Fraud Monitoring & Alerts: We provide an extra layer of defense, regularly reviewing accounts for suspicious activity to keep your (or your loved one’s) hard-earned money safe.
- Independence for Seniors: Our patient, judgment-free support helps older adults manage their daily finances so they can stay independent and at home longer.
- Relief for Busy Families: We take the “money talk” stress out of family dynamics by providing a neutral, professional third party to handle the paperwork.
🧾 Our Personal Services Include:
- Bill Pay & Organization – Never miss a due date again. We’ll set up a system that works for you.
- Bank Account Reconciliation – Monthly reviews to ensure every penny is accounted for.
- Budgeting & Expense Tracking – Clear visibility into where the money is going.
- Family & Advisor Coordination – We can work directly with your tax professional or family members to keep everyone on the same page.
- One-Time “Paperwork Purge” – Need help digging out from a mountain of mail? We do clean-ups, too!
📦 Simple, Transparent Pricing
Basic Plan
- ✔️ 1 Home Visit Per Month (up to 2 hours)
- ✔️ Bill Pay Support
- ✔️ Checkbook Balancing / Transaction Review
- ✔️ Coordination with Family or Advisors (as needed)
$125/month
Standard Plan
- ✔️ 2 Home Visits Per Month (up to 2 hours each)
- ✔️ All Basic Plan Features
- ✔️ Budgeting & Cash Flow Guidance
- ✔️ Coordination with Family or Advisors (as needed)
$225/month
Full Support Plan
- ✔️ Weekly Home Visits (up to 2 hours each)
- ✔️ Ongoing Financial Organization
- ✔️ Coordination with Family or Advisors (as needed)
$375/month
We also can structure a monthly plan personalized to your needs, schedule a call below.
📞 Not Sure What You Need?
We offer a free 30-minute phone consultation to learn more about your needs and answer any questions. This is not a sales call—just a friendly conversation to see if we’re a good fit. You’ll receive a personalized quote and helpful insights—no pressure, ever.