Alison Salisbury, Certified Daily Money Manager
Founder and CEO of Fiscally Fit, Inc., Daily Money Management Services at Fiscally Fit, Inc.- Claim this Profile
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Bio
K. Esther Szabo
Alison is extremely knowledgeable, efficient and pleasant to work with. She has helped me get from overload and overwhelm to efficiency and ability to spend my time and efforts on more rewarding pursuits. Time with her as been time and money well spent! I recommend her now and will continue to do so!
LinkedIn User
Alison Salisbury of Fiscally Fit has streamlined, organized and simplified my financial records immensely. She is also teaching me simple processes in QuickBooks that I can manage on my own (between our visits). Alison is easy to work with and has taken the "scare" out of keeping my financial records up-to-date and in order. If you need help paying bills, sorting through piles of paper work, organizing taxes, budgeting, invoicing, talking with the IRS or your CPA, money management or simplifying your financial life, Fiscally Fit is highly recommended!
Rachel Schneyer Schaefer
Alison offers an extremely unique service as a daily money manager. She provides insightful and strategic perspective on business practices, financial records and overview. She is lovely as they come in terms of approachability and is a go-getter who anticipates upcoming needs and gets tasks accomplished promptly. My business has been revolutionized due to her support-- I recommend her without hesitation.
K. Esther Szabo
Alison is extremely knowledgeable, efficient and pleasant to work with. She has helped me get from overload and overwhelm to efficiency and ability to spend my time and efforts on more rewarding pursuits. Time with her as been time and money well spent! I recommend her now and will continue to do so!
LinkedIn User
Alison Salisbury of Fiscally Fit has streamlined, organized and simplified my financial records immensely. She is also teaching me simple processes in QuickBooks that I can manage on my own (between our visits). Alison is easy to work with and has taken the "scare" out of keeping my financial records up-to-date and in order. If you need help paying bills, sorting through piles of paper work, organizing taxes, budgeting, invoicing, talking with the IRS or your CPA, money management or simplifying your financial life, Fiscally Fit is highly recommended!
Rachel Schneyer Schaefer
Alison offers an extremely unique service as a daily money manager. She provides insightful and strategic perspective on business practices, financial records and overview. She is lovely as they come in terms of approachability and is a go-getter who anticipates upcoming needs and gets tasks accomplished promptly. My business has been revolutionized due to her support-- I recommend her without hesitation.
K. Esther Szabo
Alison is extremely knowledgeable, efficient and pleasant to work with. She has helped me get from overload and overwhelm to efficiency and ability to spend my time and efforts on more rewarding pursuits. Time with her as been time and money well spent! I recommend her now and will continue to do so!
LinkedIn User
Alison Salisbury of Fiscally Fit has streamlined, organized and simplified my financial records immensely. She is also teaching me simple processes in QuickBooks that I can manage on my own (between our visits). Alison is easy to work with and has taken the "scare" out of keeping my financial records up-to-date and in order. If you need help paying bills, sorting through piles of paper work, organizing taxes, budgeting, invoicing, talking with the IRS or your CPA, money management or simplifying your financial life, Fiscally Fit is highly recommended!
Rachel Schneyer Schaefer
Alison offers an extremely unique service as a daily money manager. She provides insightful and strategic perspective on business practices, financial records and overview. She is lovely as they come in terms of approachability and is a go-getter who anticipates upcoming needs and gets tasks accomplished promptly. My business has been revolutionized due to her support-- I recommend her without hesitation.
K. Esther Szabo
Alison is extremely knowledgeable, efficient and pleasant to work with. She has helped me get from overload and overwhelm to efficiency and ability to spend my time and efforts on more rewarding pursuits. Time with her as been time and money well spent! I recommend her now and will continue to do so!
LinkedIn User
Alison Salisbury of Fiscally Fit has streamlined, organized and simplified my financial records immensely. She is also teaching me simple processes in QuickBooks that I can manage on my own (between our visits). Alison is easy to work with and has taken the "scare" out of keeping my financial records up-to-date and in order. If you need help paying bills, sorting through piles of paper work, organizing taxes, budgeting, invoicing, talking with the IRS or your CPA, money management or simplifying your financial life, Fiscally Fit is highly recommended!
Rachel Schneyer Schaefer
Alison offers an extremely unique service as a daily money manager. She provides insightful and strategic perspective on business practices, financial records and overview. She is lovely as they come in terms of approachability and is a go-getter who anticipates upcoming needs and gets tasks accomplished promptly. My business has been revolutionized due to her support-- I recommend her without hesitation.
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Credentials
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Certified Daily Money Manager (CDMM)
American Association of Daily Money Managers (AADMM)Dec, 2011- Sep, 2024
Experience
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Fiscally Fit, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Founder and CEO of Fiscally Fit, Inc., Daily Money Management Services
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Aug 2008 - Present
As a daily money manager, I provide personal financial organization for my clients by bringing clarity to cash flow, budgeting, bill pay, and projections.
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Owner
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Aug 2008 - Aug 2008
Provide the services of a Daily Money Manager to busy professionals and seniors. Services include establishing budgets, reviewing monthly bills for accuracy, preparing checks for client signature, balancing checkbooks, organizing bills and tax records, filling out forms, negotiating with creditors, and other administrative services.
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American Association Of Daily Money Managers
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United States
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Financial Services
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1 - 100 Employee
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President
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Jan 2021 - Present
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Board Member
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Jan 2012 - Dec 2018
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Palo Alto Unified School District
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United States
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Education Management
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700 & Above Employee
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Teacher
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Sep 2006 - Jun 2008
Long-term and daily substitute teacher in grades K-5. Predominate teaching in 4th grade. Long-term and daily substitute teacher in grades K-5. Predominate teaching in 4th grade.
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Teacher
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Jan 2006 - Jun 2008
Substitute teacher K-8th grades. Substitute teacher K-8th grades.
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Administrative Officer, Department of Political Science
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1991 - 1997
• Directed all administrative and financial operations: salary, budgets, space, human resources, and student related matters.• With Department Head, oversaw monitoring of over $3million in fund / general accounts / research grants.• Administered graduate student financial aid.• Staff management of all department support staff, including the Administrator of Graduate Affairs: interviewed, hired, trained, evaluated, recommend salary adjustments, promotions and terminations.• Drafted and edited reports / special studies: Five Year Plan / fundraising brochure.• Coordinated physical building maintenance / safety.• Organized special events.• Spokesperson for Department Head at executive functions. Show less
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Program Coordinator, Anthropology/Archaeology Program
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1987 - 1991
• Directed administrative affairs of A/A Program faculty.• Managed fiscal operations and secretarial services for faculty.• Oversaw $800k budget and accounts: financials / payroll / invoices / vouchers.• Managed and supervised support staff.• Recognized operational deficiencies and recommend solutions to Program Head.• Assisted Program Head in preparation of Long Range Plan / Annual Report to the President / Conflict of Interest.• Planned and coordinated meetings/seminars.• Advisor to Program faculty, staff, and students: accounting / purchasing / human resources / general administration: interpreted policies.• Undergraduate academic administrator: scheduled classes, prepared catalogue copy, student registration, interviewed and counseled students, maintained academic records.• Coordinated all physical plant maintenance / safety.• Supervised procurement of technical equipment.• Program representative at executive functions. Show less
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Program Officer, Council for the Arts at MIT
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1983 - 1987
• Conducted due diligence on grant applications / managed relationships with grantees / monitored grant progress and impact. • Reviewed letters of inquiry and grant proposals. Drafted grant proposal summaries / recommendations for management and board review. • Participated in best practices in relationship management across MIT, strategically linking grantees resources. • Interfaced with grant seekers: correspondence / inquiries.• Coordinated annual recipient selection of prizes and awards.• Cultivated and maintained strong relationship with Boston Museum of Fine Arts.• Organized Council’s Annual Meeting, a 2 day event with over 100 high profile attendees.• Prepared budgets and monitored operating accounts.• Coordinated design / printing / distribution of all publications.• Managed publicity of Council programs and services.• Provided administrative support to Executive Director. • Served on student art gallery advisory committee. Show less
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Education
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San Jose State University
Certification, Elementary Education, Education -
San Jose State University
BA, Art, Ceramics, Art Education