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Elder Care

Helping Your Loved Ones Maintain Financial Independence When They Need It Most

Do you have an elderly family member who needs help with day-to-day finances such as paying household bills or balancing a checkbook? Are you worried that financial predators might be taking advantage of your elderly parents?

If you answered yes, I am here to help.

Specializing in elder care accounting services, I provide financial services and support for seniors who might need help handling their finances, whether it’s managing assets to maintain wealth or paying household bills on time.

Financial Support Services for Aging Seniors

Most adult children are too busy taking care of their own families, are too far away, or simply lack the specialized knowledge needed to be of much help. Even if you have the time and energy to take care of an elderly parent’s day-to-day finances yourself, working with a caring, honest and knowledgeable professional accounting firm like mine means that you have someone on your team who is looking out for your loved one's best interest while keeping you informed every step of the way.

When you work with an accounting firm specializing in elder care accounting services, you can rest easy knowing that your elderly family member's needs are being met.

Here is what I do for you:

  • Income tax preparation
  • Household budgeting including unexpected expenses (home repairs, emergency medical expenses)
  • Monitor investment, bank, and other financial accounts
  • Manage and review of day-to-day finances
  • Keep track of income and expenses to ensure adequate cash flow
  • Prepare financial statements and reviewing for accuracy and fraud prevention
  • Evaluate financing options for health care
  • Inventory personal assets and investments

I'm on Your Side.

I am dedicated to helping your elderly family members maintain their independence and financial freedom.

If you would like more information about my elder care accounting services or would like to schedule a consultation, please contact me.

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I want to hear from you!

Please fill out this form and let us know how I can be of service. I will happily offer you a virtual coffee chat to determine how I can best serve you.