Elder Care Services
With our Elder Care services, you get the help of a caring, honest and knowledgeable professional. Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member’s needs are being met.
Looking Out for Your Loved One’s Best Interest
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don’t, you may want to consider hiring a professional to help.
Providing a Wide Variety of Elder Care Assistance
Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you receive assistance in any of the following areas:
HOUSEHOLD FINANCIAL MANAGEMENT
We assist your family member by managing their finances including paying household bills, budgeting, checkbook balancing and record keeping.
RETIREMENT ACCOUNT MANAGEMENT
We support your loved one by monitoring retirement account disbursement, investment allocations and monitoring investment portfolios in conjunction with their investment advisor.
We can address questions to help your loved one plan and prepare for Social Security, pensions, Medicare, long-term care and trust or estate needs.
We provide the proper level of care your loved one may require in terms of hiring support services such as transportation providers, agencies and care giver options.
We help protect your loved one’s wealth by ensuring against improper disbursements.
Patty Mills, CPA
Patty is a licensed Certified Public Accountant (CPA) and has been consulting with and guiding business clients for over 15 years. As a Certified QuickBooks ProAdvisor, Patty is able to consult and assist with the implementation of an accounting platform to meet your reporting needs.
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“Bowers & Company CPAs has sent Cassey Daniluk to work with me reconciling my checkbook. She has been a great help to me showing professionalism, compassion and accuracy. I would recommend her to anyone in need of help with finances.”
– Elizabeth R. Lyons, Elder Care Client