Small Business Bookkeeping
QuickBooks On-Line Software
- Reconciliation of bank and credit card accounts
- Income and expense tracking and analysis
- Invoicing and accounts payable
- Basic payroll processing
- Project management
Microsoft Excel
- Track monthly changes to the bank balance
- Track income and expenses
Daily Money Management
- Assist with bill payment
- Annual required distribution forms and distribution process
- Charitable donation payment and tracking
- Reconciliation of bank account check registers and balance confirmations
- Annual tax filing coordination - organize 1099’s and report deductible expenses for filings
- Medical insurance claim management
- Establish and maintain a filing system
- Trust administration
- Estate administration
- Eliminate old paperwork, complying with IRS requirements for retention and secure disposal
- Budget planning for improved cash flow
- Ensure important documents are secure in documented locations
- Act as a liaison to Power of Attorney, Financial Advisor, Accountant and other professional services
Senior Living Guidance
Property Management
- Manage landscaper and coordinate annual upkeep of property
- Coordinate contractors for interior and exterior repairs including getting estimates and overseeing the work
- Manage cleaning services
- Ensure that house or apartment HVAC and other household mechanics are serviced per contract
Caregiver Management
- Coordinate hiring, training, management of in-home caregivers
- Payroll processing using QBO for non-agency caregivers
- Assist with preparing the home for "Aging In Place"
Determine the Right Community
- Accompany you to see different CCRC's and Assisted Living communities
- Provide a financial analysis comparing different options
- Help you evaluate your budget to determine affordability
- Coordinate document review with your attorney and loved ones
Personal Assistance
- Manage client's doctor's appointments and act as liaison for family members
- Manage and accompany to appointments such as the DMV, shopping, or bank
- Assist with purchasing personal hygiene products, clothing or groceries as needed
- Coordinate appointments with doctors, hairdresser’s
- Order, write and address Holiday cards
- Act as liaison to children or other designated family member providing updates on client’s health and well being
- Ensure critical correspondence receives proper priority and timely completion
