Clarity and confidence in your personal finances.

Accounts reconciled. Bills paid on time. Documents organized. Systems in place.

As a Daily Money Manager, I help older adults, people with disabilities, and individuals navigating life transitions manage their day-to-day personal finances, maintain their independence, and give families and caregivers peace of mind. I work directly with clients and involve family members as needed, helping keep financial details organized and monitoring accounts for unusual or potentially fraudulent activity.

I also work with busy professionals, active retirees, high-net-worth individuals and families, and small business owners who need a trusted partner to manage financial responsibilities, organize important documents, and follow through on outstanding matters. I provide dependable, personalized support that helps clients stay on top of the details and focus on what matters most.

Schedule a Private Consultation

Dedicated | Confidential | Insured

Serving the Charlotte metro area.
Remote services offered to clients in other locations.

Email
Beth@GilesKaneDMM.com

Phone
704-214-1798

Meet Beth Kane

With 20 years of experience in accounting, financial services, risk management, and IT internal audit, I bring a strong foundation of financial knowledge, attention to detail, and disciplined organization to my work as a Daily Money Manager (DMM).

I earned my B.S. in Accountancy from The George Washington University and began my career at PricewaterhouseCoopers (PwC), a “Big Four” accounting and consulting firm. I then held positions with large corporations and national banks, including 10 years at PNC Bank. Throughout my career, I have drawn on my CPA and Certified Fraud Examiner (CFE) background and ongoing financial services training to work in highly regulated environments, where precision, integrity, and client service were essential. These roles strengthened my understanding of financial systems, confidentiality, and fraud prevention.

Outside my professional roles, I've enjoyed helping family and friends with estate matters and personal finance questions, which inspired me to start my own practice. I'm excited to combine my financial knowledge with my passion for service and my commitment to helping clients achieve their goals. My focus is helping clients manage their personal finances with greater confidence and peace of mind.

Daily Money Management handles the details, so you can focus on what matters.

Financial Oversight

  • Monitoring bank and credit card accounts

  • Reconciling financial statements

  • Reviewing accounts and documents for potentially fraudulent or unusual activity

Bill and Budget Management

  • Bills reviewed, tracked, and paid on time

  • Personalized budgeting and reporting

Financial Advocacy

  • Assistance with calls to banks, insurers, and providers so you aren’t navigating alone

  • Coordination with care managers, CPAs, financial advisors, and attorneys

Financial Organization

  • Statements, mail, online accounts, and records organized in a clear system

  • Tax return supporting documents organized and ready for your CPA

Getting started is simple.

1. Let’s Talk

A friendly, no-pressure conversation to learn more about your situation and how I can help.

2. Analyze & Organize

We sign an engagement letter that outlines the scope of services, then I review your accounts, bills, and paperwork and create a personalized client plan. plan.

3. Ongoing Support

I manage your financial routine on a regular schedule and keep you informed. You stay in control of every decision.

Frequently Asked Questions

  • My career has been built on analyzing internal controls and protecting financial information. My background includes CPA/CFE experience.

    I’m a member of the American Association of Daily Money Managers (AADMM), which requires me to adhere to a Code of Ethics and Standards of Practice.

    I work under a signed engagement letter with clear boundaries, and I’m insured for Errors & Omissions by Lloyd’s of London.

  • We start with a free introductory consultation. If we’re a good fit, we sign an engagement letter that sets the scope, schedule, and fees that are billed on an hourly basis.

    The cost depends on your specific needs, scope of services, and the time required.

  • No. I work alongside your CPA, attorney, and financial planner and I do not give tax, legal, or investment advice.

Let’s Talk.

Please complete the form below and I will be in touch to arrange a complimentary 20 minute private consultation.

Please do not share personal account information in the form.

Email
Beth@GilesKaneDMM.com

Phone
704-214-1798