We can help with your day-to-day financial tasks. We can do as much as or as little as you wish, from paying your bills to taking care of your elder loved ones when they can no longer take care of themselves. Ordinarily
simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
With our personal bookkeeping services, you get the help of a caring, honest and knowledgeable professional. Someone on your
team, looking out for your best interest.
You get assistance with your daily finances and business duties and you are kept informed of every step
we make. That way, you always know that your needs are being met.
Whether you are just to busy, or you have a loved one who is no longer entirely independent, you get
help in any of the following areas...
- Reviewing and paying household bills, budgeting, and record keeping.
- Assistance with check writing and checkbook balancing.
- Making sure money is received, receipted, and deposited.
- Offering second opinions regarding household issues and unexpected situations.
- Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical
expenses.
- Planning retirement account distributions and safeguard against improper
disbursements.
- Organizing and reviewing personal, financial, and legal documents to determine what needs to be
addressed.
- Preparing an inventory of personal assets and investments.
- Identifying and planning their retirement income, needs, and goals.
- Determining current and long-term cash flow needs by analyzing income and expenses.
- Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term
insurance.
- Monitoring investment portfolio and other assets in conjunction with their investment
advisor.
- Preparing, planning and filing income, trust, gift and estate tax.
- Providing referrals to local services and agencies.
- Arranging proper level of care, transportation, and caregiver assessment.
