Elder Care–Financial Care
Finally… Worry Free Financial Management for Your Aging Parent or Family Member.
We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.
Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.
Feel free to ask us about our services in…
- personal bookkeeping; including household bill payment, budgeting and records management.
- managing income receipts, deposits and disbursements.
- offering assistance and advice for dealing with unexpected household financial issues and emergencies.
- coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
- identifying retirement needs and goals, as well as managing retirement account disbursements.
- help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
- organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
- analyzing income and expenses to determine long-term financial goals and needs.
- providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
- tax preparation, filing, gifts, and estate taxes and planning services.
- referrals and connections to local service agencies and assistance services.
It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.
Ready to come in for an appointment?
Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!
What our Clients are saying
I became overwhelmed this past winter with an unusually high amount of bookkeeping and wanted to transition a growing client to a company that could handle the day-to-day transactions while keeping the personal care they were accustomed to (mail pick up, deposits to the bank, as well as the regular monthly reports for the board) I found Hometown Accounting to be a perfect fit and was very pleased with how easy, friendly, and personable they are when it comes to handling the needs of a business. I highly recommend!
I found Hometown Accounting to be a perfect fitMy partner and I own two business in Cuba (a well known restaurant and salon) Glennda and her team take a personal and exceptionally helpful approach to our accounting needs. This team is knowledgeable, professional, and thoughtful in their method, and ensures we take all the necessary action to stay compliant with the numerous laws and regulations that are often times overly complicated. If you need a hands off approach to an accountant, this is your team. If you need a hands on approach to an accountant, this is your team! They adapt to your needs, and are very reasonable in the pricing as well. Whether you need an accountant for personal needs, or business needs, they’ll have you covered. They even recently opened an office in Cuba, which is so helpful to us. Rita (who works the Cuba location) takes time out of her day to stop in weekly and print a specific report needed for our accounting purposes. While this may sound like a small thing, it strikes one thing off of my partner and my weekly task list. I cannot recommend them higher for their level of customer service.
knowledgeable, professional, and thoughtful