Financial Services Firm - Prospective Partnership Marketing Brochure

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What business are we in? Epiphany Financial Management (EFM) was founded to provide payroll, bookkeeping, bill paying, debt management, and financial aggregation services for individuals and small businesses seeking relief from the details associated with their financial matters — clerical tasks that our customers either cannot or prefer not to perform. At its core, our service is often referred to as Daily Money Management. As leaders in the Daily Money Management field, we leverage financial controls, technology and concierge-like personal attention in order to maximize the convenience our service provides for our business and individual clients. EFM complements the work of other professionals by completing day-to-day tasks rather than long-term plans. The services meet a continuum of needs, from organizing and keeping track of financial information, book keeping, and investment tracking, to assisting with bill paying and maintaining bank accounts and insurance.

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