ABOUT US
Our team is made up of three members: Kellie Monterossa, David Lamm, and Mackenzie Lamm. Kellie is the founder of Money Minders and has a doctorate in business and many years of experience in different fields. David is a CPA and has been working in the finance field for the last five years. Mackenzie is the third member and has been working in the tax field for close to 10 years. She has a masters in accounting and is currently working towards a CPA.
OUR SERVICES
Daily Money Management
We provide daily money manager services to aid you in keeping track and paying bills on time. Need help creating or sticking to a budget? We do that too. Have a financial goal, but seems to unobtainable? Let us help.
Bookkeeping Services
Small business owners have a lot on their plate. Let us do your bookkeeping so that's one less hassle for you. We will handle manage your books, pay your bills, manage cash, create and analyze financial reports.
Tax Preparation Services
We do both personal and small business tax preparation. Tax laws are always changing, so its a good idea to have a tax professional prepare your return. All of our tax preparations include free audit assistance.