Bookkeeping Services PLUS

Florida Seniors Bookkeeping Services provides a variety of money management services to elderly individuals as well as small business owners.

Daily Money Management

• Bill paying, preparing bank deposits, reconciling checking accounts and investment statements.
• Organizing tax documents including payroll information preparation, setup and maintain filing system, sort and discard unnecessary paperwork, prepare paperwork for taxes at year end.
• Work with your current system.  Maintain records on Quickbooks or manually depending upon the client’s wishes.

Financial Profiling

Organize personal information, financial assets, estate documents, personal insurance, retirement benefits, residential data, personal property, and miscellaneous information.

Insurance

Process insurance claims, review current policies, insurance information schedules, provide out of pocket medical expenses for taxes.

Miscellaneous Services