Daily money management is comprehensive, ongoing financial oversight for individuals who need a trusted professional to manage the details of their day-to-day financial life.

Services range from bill payment and bank reconciliation to financial recordkeeping, fraud monitoring, and coordination with attorneys, accountants, and care teams.

We’re able to assist clients nationwide through remote services, with in‑person support available throughout the Atlanta, GA metropolitan area.

Notary Services are limited to the Atlanta, GA metropolitan area only.

Office hours are Monday through Friday, 8am to 5pm (ET).

However, we know life doesn’t always run on a perfect schedule, feel free to reach out by phone, email or our contact page anytime, and we’ll respond as soon as possible.

Your first consultation is always free. During that conversation, we’ll discuss your needs and outline a plan tailored to your situation. After that, our services are billed hourly. Each client’s cost depends on the amount and nature of the work required.

No. We work alongside your existing professional team - not in place of them. We complement your accountant, attorney, and financial advisor by handling the day-to-day details that keep everything organized and running smoothly. We do not provide tax, legal, or investment advice.

Yes. Southern Crest is fully insured and carries both general and liability policies specifically for daily money management services.

Yes. We can pay any individual or company in the United States on your behalf, at whatever frequency you need - weekly, monthly, quarterly, annually, or otherwise.

Yes. You will receive regular reports of all the financial activities conducted on your behalf.