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Daily Financial Matters LLC

Daily Financial Matters LLC

 
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Advertising & Media >> Accounting, Auditing and Related Services

Daily Financial Matters LLC

Daily Financial Matters LLC
4 Maxine Dr.
Morristown, NJ 07960 | View on Google Maps
Robin Schulz Robin Schulz
862-217-4624

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At Daily Financial Matters, LLC, we provide daily money management services to individuals and families who need assistance with managing and organizing their financial lives; offering peace of mind and the freedom to focus on other priorities.

Our services are especially beneficial for individuals and families who may find it challenging to keep up with their daily financial routines, including:

  • Older adults
  • Busy or retired professionals
  • High-net-worth individuals
  • Those experiencing life transitions, such as divorce or the loss of a spouse
  • Individuals with disabilities

Daily Financial Matters, LLC specializes in daily money management services. We do not sell any investment or insurance products, nor do we provide tax or legal advice.

Products and Services
Bill Payment: Ensuring that bills are paid on time and managing any recurring payments. Bank Reconciliation: Balancing checkbooks and monitoring bank accounts to ensure accuracy. Budgeting/Cashflow Analysis: Helping to create and manage budgets to keep spending in line with income; knowing what is coming in and going out. Organizing Financial Documents: Sorting and filing financial records, such as bills, bank statements, insurance records, and tax documents. Communication with Financial Institutions: Interacting with banks, creditors, financial planners, accountants/CPA’s, and other financial entities on behalf of the client. Back-end office duties for Small Businesses: Payroll, creation of employee handbook, managing email/physical mail, invoices and bills, to name a few. NJ Notary Services: New Jersey Notary Public - I am not an attorney licensed to practice law and may not give legal advice about immigration or any other legal matters or accept fees for legal advice.
Member Since: 2025
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 (Date: 5/23/2025)
 

 
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325 Columbia Turnpike, ​​Suite 101
Florham Park, NJ 07932 

​973.539.3882 | CONTACT US | ​MAP
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The Power of Connection!  Your membership connects you to valuable resources, opportunities for business growth and rewarding relationships with fellow members. And you don't need to be based in Morris County to belong!  
Our Business Hours are Monday to Friday, 9 am to 5 pm.  If you plan to stop by, it's best to make an appointment to ensure that someone will be available for you. Staff is often out of the office hosting events or meeting with members.
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The Morris County Economic Development Alliance (The Alliance) is an affiliated 501c3 Nonprofit of the Morris County Chamber and includes the Morris County Tourism Bureau, the Morris County Economic Development Corporation and the Connect To Morris job board.

©2025 Morris County Chamber of Commerce  |  A 501(c)(6) nonprofit membership organization  |  Site Map
  • JOIN
    • Become a Member
    • Unlock Your Potential
    • Premier Membership
    • What Members Are Saying >
      • Share a Testimonial
    • Membership Inquiry
    • The Value of Membership >
      • Grow Your Business
      • Build Your Brand
      • Professional Development & Education
      • Government Advocacy
      • Community Outreach & Volunteering
    • New Member Survey
    • Power of Connection
  • About
    • Chamber Team
    • Our Mission
    • Our President
    • Board of Directors
    • Morris Business Cabinet
    • President's Circle
    • Chamber Champions
    • Ambassadors Council
    • Inclusivity Advisory Council
    • Frequently Asked Questions
    • Code of Conduct & COVID Policy
  • Membership
    • Member Benefits
    • Forums & Committees >
      • Business Development Forum
      • Business Strategy Forum
      • Health & Wellness Forum
      • Not For Profit Roundtable
      • Real Estate Forum
      • RISE Morris: Young Professionals Forum
      • Women in Business Program >
        • WIB Event Committee
    • Member to Member Deals
    • Member Marketing Opportunities
    • Grand Opening Support
    • Conference Room Usage
    • Member Referral Bonus
    • Connect to Morris Job Bank
  • Events
    • Chamber Event Calendar
    • Member Events Calendar
    • Signature Events & Programs
    • WIB Rising Star Award
    • Nonprofit Excellence Awards
    • Golf Donations 2025
    • Event Photos
    • Submit an Event Idea
    • CCM Grant-Supported Training
  • Directory
    • Searchable Business Directory
    • Nonprofit Giving Guide 2024
    • Member Spotlights
    • Legal Resources >
      • Employment Law
      • Commercial Services
      • Business Representation
      • General Legal
    • Enhance Your Directory Listing
  • News & Info
    • Electronic Certificate of Origin
    • Business Resources & Info
    • Chamber Magazines
    • News Around the Chamber >
      • Around the Chamber Archive
      • Submit a Press Release
    • MCCC Blog >
      • Contribute to Our Blog
    • MCTV Let's Talk
    • Actionable Advice Video Library
  • Programs
    • Economic Development Corp
    • EDC Business Counseling
    • Public Policy Series
    • CEO Round Table
    • Lead Morris >
      • Lead Morris Program
      • Lead Morris Alumni Council
      • LEAD Morris Alumni Directory
      • Lead Morris FAQs
      • Lead Morris Application
      • LEAD Morris News & Info
      • Share a LEAD Morris Testimonial
    • Women In Business >
      • Women in Business Mastermind
      • Women in Business Executive Round Table
      • Women in Golf Program
    • Entrepreneur Roundtable
    • Thrive Morris
  • Member Portal