Clients
Who we work with and how we help
Small Business Owners
Who need a part time Controller so they can focus on their core service offeringsPrepare and explain monthly, quarterly or annual reports
Pay bills on time upon approval
Invoice clients and make deposits
Process payroll and pay contractors
Adults
Who want their household office professionally managed so they canFocus on other aspects of their life (professional and/or personal)
Take control of daily spending and attain savings and/or debt reduction goals
Be compliant with the Texas Workforce Commission on any household employees
Maximize tax deductions
Guardians and/or Conservators
Who need to report finances annually to the courtsTrack protected person’s finances and personal inventory
Provide input to an annual personal status report in accordance with court regulation
Maintain court-ordered confidentiality while bring clarity to your roles
Nonprofit Organizations
Who need a treasurer to stay in accordance with non-profit organization regulationsManage donors, members and contributions
Prepare financial reports for presentations to Board of Directors
Assist in submitting grant applications
Process payroll and pay bills on time upon approval
Independent Seniors
Who can no longer manage their day to day monetary affairs due to illness or loss of spouse, or simply want to enjoy the fruits of retirement.Assist with bill pay, mail upkeep and bank deposits
Develop unique budget plans to enhance benefits while prioritizing obligations
Submit insurance claims and monitor reimbursements
Testimonials
Darra Keaton
Artist
“I’ve always had a dread of anything involving budgets, taxes and understanding and taking control of my finances. I was a head-in-the-sand artist and had the horrifying money mess that proved it. Karen took me in hand without making me feel like the idiot I was and patiently guided me to solvency. Her efficient but firm manner has changed my attitude and with no exaggeration, my present life and future. She is a pleasure to work with and excellent at inspiring me to change my bad money habits. I’m so glad I found her.”
Geordie M. Hrdlicka, JD, LLM, CFP
Principal at Verde Wealth Group
verdewealthgroup.com
“Karen has been my cash flow angel. She keeps everything in order, on time, and most importantly in front of me in an easy to understand fashion so I am aware of what is happening. Karen is also proactive and will use any means of communication possible to let me know if I need to handle something quickly. She has brought me peace where this part of my life is concerned.”
Bob Corrigan
President of Rise Soccer Club
risesc.org
“To me, Redding Money Management has brought a critical and thoughtful analysis and perspective to the soccer club’s finances. In our time with RMM, our annual revenues have risen over 50%, to north of $2M, and Karen and her team have kept pace with our growth, helped us manage our finances and generally provided outstanding cost-effective client service.”
Rabbi Amy Weiss
Executive Director at Undies for Everyone
undiesforeveryone.org
“As a startup non-profit, Undies for Everyone is fortunate to work with Redding Money Management. From the very beginning Karen and her staff have patiently walked us through setting up systems and advising us about best practices. Jasmine gives us great customer service and there is no doubt we have grown so quickly in part because of Redding Management’s knowledge and service.”