N. Georgia QuickBooks User Group Meeting - March 2025

Moneycopilot, LLC is a money coaching and trust administration company that focuses on improving customer financial health by filling the gap that many people have when it comes to financial discipline. Through services like Creditcopilot, $idekick, and Tru$tPay, Moneycopilot, LLC helps customers manage their finances in a way that inherently optimizes spending and saving, reduces debt, increases creditworthiness, and leaves the customer better able to handle financial storms overall. As an added benefit for those who aren’t disciplined with their finances or otherwise can’t trust their existing approach to finances, customers can even opt to turn over some or all of their regular paychecks to Moneycopilot, LLC to put their money on autopilot and reap the benefits of a fiduciary relationship on the way to better financial health. As a member firm of the American Association of Daily Money Managers (AADMM), that option is also available to senior citizens in need of more involved daily money management.