Senior Services

Do you live in a city far from your aging parent? Are you beginning to suspect they are growing increasingly forgetful or confused? Do you have concerns regarding the utilities being paid? Do you worry about their ability to scrutinize credit card and bank statements for accuracy, protecting themselves from identity theft or fraud?

We provide senior bookkeeping services necessary to assist adult children who either live out of town or have full-time careers and find it difficult to squeeze out the time consuming hours needed to ensure that their senior loved ones can maintain financial responsibility.

Senior Bookkeeping Services offered:
• Organizing tax records and other documents
• Bill paying
• Balancing checkbooks
• Preparing bank deposits
• Reporting to responsible family members

 

Basic Services

Open, review and shred mail
Pay monthly bills and prepare deposits
Balance bank accounts
Monitor credit card activity
Reconcile medical bills
Process insurance claims
Organize and file documents

Premium Services

Maintain reports and organize documentation for tax preparation
Reconcile investment activity
Prepare & file taxes for business, personal, sales and payroll
Ensure property taxes, auto, home and health insurance premiums are paid
Liaison between clients and attorneys, CPA’s, or other professionals
Miscellaneous services mutually agreed upon in advance