Bookkeeping Help for Senior Citizens
Do You need help with your day-to-day financial tasks and daily cash management?
Everyday tasks like balancing a checkbook, organizing paperwork, or paying household bills can gradually become more challenging, leading to increased stress and anxiety.
Hi I’m Brea,
I am a personal bookkeeper that can provide daily cash management for Senior Citizens.
THINGS BREA CAN HELP YOU WITH
Bill Pay Services for Seniors
Keeping up with household bills can be difficult. I can help you organize your monthly payments and make sure everything is paid on time, every month.
Daily Cash Management
Many seniors receive income from multiple sources, such as Social Security, pensions, annuities, IRAs, 401(k)s, investments, and other retirement accounts. Keeping track of all of it can be challenging. I can set up systems to ensure income is received as expected and notify a loved one if any issues arise.
Monthly Checkbook Balancing
Seniors are often diligent about balancing their checkbooks because they always know exactly how much they have and what they can spend. As we age, keeping track of every purchase can become more challenging. I offer monthly checkbook balancing along with detailed reports to make this easier.
Organizing Paperwork for Taxes
Tax season can be stressful, especially when it comes to gathering all the necessary financial documents and reports. I help organize everything in one place, so you don’t have to search or dig for records.
Monitoring Bank Accounts and Credit Card Transactions for Possible Fraud
Fraud and incorrect charges can happen to anyone, at any age. That’s why it’s essential to monitor bank accounts and credit card statements. With an elder-care bookkeeper, you gain an extra layer of protection. If anything suspicious occurs, I will act immediately to alert loved ones so accounts can be frozen and charges reversed.
Senior Bookkeeping Service
Getting started requires a one-time onboarding fee of $360.
This covers a review of your personal financial situation, linking your bank accounts and credit cards to our Money Monarch or Quickbooks software, and setting up bill pay for your recurring bills.
After onboarding, ongoing bookkeeping services are billed monthly depending on the complexity of your financial situation.
