Working with a daily money manager (DMM) such as Commonwealth Cash Management can save you time, streamline your business or accounting process, help you organize your financial affairs and provide greater clarity to your business or personal financial picture.
However, only CCM can deliver all of the following benefits:
Experience
As executives at a major payroll company, our principals handled thousands of checking accounts, accessed millions of social security numbers, and paid clients, employees and tax authorities on time and accurately. As a result, they understand what it takes to earn the trust — and protect the privacy — of our Payroll, Personal Cash Management and Business Bookkeeping customers.
Security
We take every possible step to ensure our customers' sensitive financial information is never compromised.
Insight
Our institutional experience and harnessing of the latest technology results in robust, holistic reporting that produces incredible insight into each customer's financial needs and requirements. This enables comprehensive budgeting, financial planning and estate strategy.
Reliability
At CCM, there's no such thing as downtime. If a Client Assistant is sick or on vacation, backups are always available to address the customer's needs.CCM, there's no such thing as downtime. If a Client Assistant is sick or on vacation, backups are always available to address the customer's needs.
Customer-Dedicated
We will work in tandem with third-party advisors (e.g., accountants, attorneys and financial advisors) on behalf of our customers. In addition, we offer a variety of additional services for our Payroll, Personal Cash Management and Business Bookkeeping customers. will work in tandem with third-party advisors (e.g., accountants, attorneys and financial advisors) on behalf of our customers. In addition, we offer a variety of concierge services for our Personal Cash Management and Business Bookkeeping customers.
Legitimacy
We are an active member of the American Association of Daily Money Managers, the American Payroll Association, and the Independent Payroll Processors Association. In addition, we are certified by the American Institute of Professional Bookkeepers, the bookkeeping profession's national association.