Helping you organize, standardize & manage your financial concerns

We Want to be Your Elder Financial and Organizational Consultant

AnalysiS, Strategy & FOLLOW-UP

We are skilled at listening, analyzing problems, conceptualizing plans, and implementing solutions.

Business Consulting

 

  • Over 20-years experience helping seniors & their families implement better financial & organizational practices 
  • Specializing in straightening out disorderly record-keeping & setting up ongoing best financial practices and tracking systems
  • Understanding how to build trust to help seniors when they do not feel in control
  • Making families more comfortable with the day-to-day financial life of their loved one
  • Working with attorneys & accountants to review & evaluate estate records & assets to fulfill wishes of testator

 
   

EXPERIENCE:

*  QuickBooks Pro Advisor, expertise in use       of Quicken

*  Collaborate on financial, administrative           decisions

*  Work with accountant/legal team                      organizing estate documents, data

*  Prepare court accountings, asset                     distribution plans

*  Database management, paralegal financial      spreadsheet support

*  Work one-to-one or remotely over Internet

*  Provide consistent services that can be          trusted

*  Review and follow-up on tax-related tasks      in conjunction with CPA

*  Review financial documents, paperwork &      organize

*  Set up or revise accounting systems to fit      client needs

*  Customize reporting for senior review or to    notify responsible overseer

*  Develop regularized bill payment system

*  Ongoing bookkeeping services

*  Set up or revise filing and tracking                  systems

*  Liaison between goals of senior &                    accountant’s needs

*  Calm, caring link between senior & family      members

*  Follow-up reminders - insurance, taxes