Jody Rorick, CPA, Daily Money Manager

Specializing in Daily Money Management Services

  • Assistance with financial "housekeeping"
  • Bonded and fully insured
  • Active member of the American Association
    of Daily Money Managers

Podcast: Talking to Aging Parents About Money

"Hear Jody Rorick, CPA, a member of the New Jersey Society of CPAs, talk about how to handle this uncomfortable, yet essential, discussion."

Click here to listen to this podcast.

Podcast: Shopping for a Mortgage

"Hear Jody Rorick, CPA, on a New Jersey Society of CPAs' podcast, discuss how doing your homework and shopping around can help you negotiate a better deal."

Click here to listen to this podcast.




Daily Money Management services such as sorting mail, paying bills, setting up files, resolving insurance claims, balancing checkbooks, budgeting, and assisting with tax preparation can be overwhelming and time-consuming for people unable to perform these tasks for themselves. A typical client for a daily money manager would be a widow who is not used to handling finances, and is inundated by insurance claims and bills, or a busy professional or business owner, who is pressed for time.

When You Might Want Help

  • After the death of a family member

  • During periods of illness, or after a hospital stay

  • When you’re being pulled in too many directions

  • If you’re having trouble seeing your checkbook, or can’t get out of the house

  • When you can’t balance your checkbook and make ends meet

  • When you’re paying late fees on bills and bank fees for bounced checks

  • When you can’t find anything because appropriate files haven’t been set up

  • When your family is fighting, and you’re looking for an independent voice

  • When you have household employees, and don’t know what taxes to pay or what to withhold

  • When your tax records are disorganized, and you’re not ready for your tax accountant


CONTACT ME BY E-MAIL AT: jody@jrvcpa.com
OR CALL (732) 933-0033

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Copyright © 2000 - 2009, Jody Rorick, CPA
312 Shrewsbury Avenue, Suite 1, Red Bank, NJ 07701
Phone: 732-933-0033 • Fax: 732-933-1199
E-mail: jody@jrvcpa.com
URL: http://www.jrvcpa.com

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