About Us
MoneyDo, LLC is a woman-owned business led by Julie Croy, based in Waterville, Ohio. She brings the practical experience of having serving under powers of attorney, being a court-appointed guardian, and as a bookkeeper of multiple family businesses. Julie graduated from Duke University with degrees in psychology and economics, as well as a masters degree from BGSU in higher education and student affairs. Julie worked at the University of Toledo for 25 years in advising and student services. She uses her skills and attention to detail to help bring clarity and order to the increasingly complex matters of daily finances. Her goal is to make life easier for her clients and bring them peace of mind.
Our Commitment to You
At MoneyDo, our mission is to work hand in hand with our clients to manage the financial tasks that bog down everyday life. The most valuable part of our relationship with clients is the trust they put in us. MoneyDo is committed to upholding the highest standards of confidentiality and data security. We are a proud member of the American Association of Daily Money Managers, and adhere to their Standards of Practice and Code of Ethics for the DMM profession. MoneyDo is insured & bonded.
