Our accounting and money management services will help you manage your finances if you’re a busy professional nearing retirement or have already made that big step into retirement. We work with seniors to help keep their finances under control and keep bill payments on schedule, helping our clients avoid costly errors and maintain impeccable tax records.

Our elder care accounting services include:

• Accounting
• Bill paying
• Consulting on finding/selecting geriatric service providers
• Estate planning
• Managing bank accounts
• Reporting to adult children regularly about incapacitated parents
• Tax planning and preparation
• Working closely with investment advisor