Local Company Helps Individuals “Get Their Ducks in A Row” Demanding schedules and lifestyles create high stress levels on individuals and families especially when you have an older relative that might need some assistance. Kelly Bushey, accounting professional and CPA, recognized this and has recently offered a service to the local community of Winter Springs and the surrounding Seminole County.  “So many people have such hectic schedules that the only time they can find to pay their bills or balance their accounts is in the late evening hours after the dishes are done and the kids are in bed.  This is especially burdensome if they are not only maintaining their own personal finances but also the finances of an aging parent or relative that is not able to handle things on their own anymore.” Kelly’s company, Mallard Money Management LLC, offers services to alleviate just this problem.   Mallard offers bill paying services, account reconciling, as well as many other services to help individuals take control and organize their personal finances. “Many folks flock to Florida to retire for the good life, leaving their family behind.  What people don’t plan on is needing assistance with confidential personal information.  People need someone that they can trust and feel comfortable with to share such private matters as bills and bank accounts.   We get to know our clients on a personal level so that we feel like family and can work together.” Mallard Money Management also notes that most individuals are more than capable of organizing and handling their own financial affairs but would rather spend that valuable retirement time working on their golf game or traveling.  That’s where Mallard’s expertise comes into play in helping individuals “get their ducks in a row”. “We recognized that individuals have worked hard during their career and want to reward themselves with free time and travel.  Folks can travel and not worry that their bills are paid or worry that their travel plans will interfere with getting their tax information to their CPA on time. “ Kelly Bushey is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, American Association of Daily Money Managers (AADMM.com)and the Society of Certified Senior Advisors (society-csa.com).  More information regarding Mallard Money Management and the services offered can be found at www.MallardMM.com.

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