Personal Accounting

Transactions and accounts are monitored, balanced, and reconciled monthly using Quickbooks. All checking and savings accounts, investment accounts, mortgages, loans and credit cards are included in our process. We ensure transactions are properly categorized for budget and spending monitoring, ensure all tax deductions are captured, and monitor transactions to avoid unauthorized charges and irregular activity. We provide regular accounting reports for transparency as to where and how money is spent.

We ensure bills are paid on time in the correct amounts and maintain organized records. We set up and maintain online user accounts for efficient bill processing.

Mail can be routed directly to us via a secure post office box so clients can be certain no bills, paperwork or important correspondence is misplaced or left unmonitored. We create digitally scanned shared files of all received mail so clients and authorized family members can view documents.

We can review medical bills and statements for correct insurance billing, make payments and archive and organize medical mail.

We create an inventory of all insurance policies, make on-time premium payments and ensure policies are considered for use. We review and advise on updating policies as life-changing events occur.

We can handle deposits to eliminate trips to the bank (which can become costly if clients are hiring a driver or caregiver).

Reports are provided as requested to clients and/or authorized family members and authorized professionals.

We coordinate clean out of home contents, securely shredding sensitive information, facilitating charitable donations and/or arranging for the closing/opening of utilities as needed. We can also manage updates and changes to addresses for statements and bills.

We work with clients’ tax preparers to deliver tax documents securely for tax return preparation and facilitate obtaining signatures for filing.

We love to work with clients’ existing teams which may include investment advisors, insurance brokers, tax preparers and other professionals. Our goal is to have our clients’ lives continue on in a seamless manner so all remains familiar and comfortable for clients and family members.