Certified Professional Daily Money Manager



Attorneys, Accountants and other professionals:

TCB can save you and your referred clients both time and money by organizing their personal financial records.
Call for details: 410-730-6062

A specialized professional service to help you manage the details of your personal financial affairs

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Taking Care of Business (TCB) is a convenient, personalized daily money management service that will provide you with greater independence and accuracy in managing the details of your personal finances.

A TCB professional will come to your home or office on a regular or "as needed" basis. Our rates are reasonable and all information is kept strictly confidential. However, upon request, we will be happy to work with your family or your medical, legal and financial advisors. We can also provide referrals to legal, tax and financial professionals if needed.

In addition to filling your special request, TCB can provide the following services:

  • Budget counseling.
  • Organization and maintenance of financial records and tax documents.
  • Reconciliation of bank statements.
  • Preparation and delivery of bank deposits.
  • Preparation of checks and bills for payment.
  • Organization and filing of paperwork
  • Filing, follow up and resolution of insurance and medical claims.
  • Follow up of problems with bills or insurance.

Taking Care of Business, Inc. will provide you with professional, caring daily money management services that answer your needs. 

To schedule an appointment or for more information, please call our office at 410-730-6062.

Lisa Berlin (right) works with a client.

Lisa M. Berlin, President of TCB, is a graduate of Leadership Howard County and a member of the American Association of Daily Money Managers, Coalition of Geriatric Services, National Aging in Place Council (NAIPC), Women's Giving Circle of Howard County. She has served as past chair of Howard County Advisory Board of Family and Children's Services of Central Maryland and chaired its Elder Services Committee.

Ms. Berlin holds a Master of Business Administration (M.B.A.) degree from Loyola College, Baltimore, Maryland and a B.A. in French Language and Literature from Franklin and Marshall College. She has worked in the international banking field, and has extensive experience in business management. She is a Certified Professional Daily Money Manager.

"Though it wasn't easy initially to reach out to a professional for coaching in our budgeting and financial record-keeping, we soon came to look forward to our sessions with Lisa. She helped us relieve the stress of feeling lost amid insurance receipts, tax records, reimbursements, and the planning required to pay for our children's tuition. We soon saw our investment pay off, both in time and in real dollars."
Donna S.

"I am blind and I count on Lisa Berlin of Taking Care of Business, Inc. to keep me financially straight."
Shirley G.

"Ms. Berlin has enabled me to manage my bills and paperwork and stay current and independent for more than fifteen years. She is consistently very helpful, extremely knowledgeable, always honest and trustworthy, and of the highest ethical character."
Lorrie G.



Services We Offer

Meet the President

American Association of 
Daily Money Managers (AADMM)

Need help organizing your paperwork?

What is a Daily Money Manager?

National Association of 
Geriatric Care Managers

Elder Abuse Awareness Kit

Suggested Links

News Articles

Are you thinking of starting a Home Based Business?

Ten Tips To Resolve 
Medical Insurance Problems

Ten Ideas To Help You 
Keep Better Records

Keeping Your Business Strong in Uncertain Times

You Already Own a Gold Mine

Managing Money, From Afar

Hiring Someone to pay the bills

News You can Use 02-19-2009

A True Story

News You can Use 03-04-2009

Why Seniors Should Consider Daily Money Management

Is it time to hire a daily money manager?

Money Matters

Insurance Matters, host Mindy Guisewite interviews Lisa Berlin on Blog Talk Radio

As a Daily Money Manager, Lisa Berlin serves a big need for seniors