Individual, Family, Estate and Elder Care services

    Business Management (for individuals, families, and estates)

    Elder Care business management

Business Management (for individuals, families, and estates)

For those of you who are quite busy with your careers, whether you are an entrepreneur, corporate executive, or in the entertainment industry, we can assist you by managing your personal finances. Our personal accounting services are designed to provide you the security and peace of mind that comes from knowing that your financial affairs are in the hands of trusted professionals.

As your Personal Accountant (business manager), we can tailor a flexible program to meet your changing financial needs, with as much or as little assistance as you desire and we're happy to provide the services that work best for you.

The convenient, time saving services we provide include:

• Handling bank deposits and setting up direct deposits

• Reviewing and ensuring timely payment of bills

• Reconciling monthly bank statements

• Maintaining records in an orderly filing system (we maintain a paperless document system in our office)

• Determining when records should be purged

• Assisting in preparing and monitoring monthly budgets and cash flow projections

• Preparing payroll and tax reports for household employees

You can rest assured that your personal accountant will be reviewing your statements, reducing your exposure to identity theft and fraud. Further, our staff at Hymes and Company CPA are reliable professionals held to the highest ethical standards, so you can trust us to handle your personal financial information with absolute confidentiality and objectivity.  In addition to our comprehensive personal accounting services, we can provide referrals for other needs, including legal, investment, insurance, and home health care.

By coordinating our services with other professionals, we can help make sure you stay on track to achieve your overall goals.  And you can enjoy the peace of mind you deserve.

Additionally, we integrate this service with our tax planning and preparation services to prepare your personal and if necessary business income tax returns.  Being familiar with your financial situation throughout the year will help us prepare these reports more efficiently and effectively.

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Elder Care business management

As your family member gets older, ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly challenging; they may need some help with these day-to-day financial tasks. If you have the time and live close, you could take care of their day-to-day financial tasks yourself.  But if you don't, you may want to consider hiring a professional to help. The services we provide for eldercare  business management are generally the same as that described previously where our firm can act as your personal accountant (business manager); however in this case they are most likely scaled down as the financial situation is generally simpler. 

With our elder care services, you get the assistance of a caring, honest and knowledgeable professional; someone on your team, looking out for your parents or grandparents best interest.  Your loved ones get help 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.

Whether your family member is no longer entirely independent or simply needs extra assistance to enjoy their lives, you get help in any of the following areas...

• Reviewing and paying household bills, budgeting, and record keeping.

• Assistance with check writing and checkbook balancing.

• Making sure money is received, receipted, and deposited.

• Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.

• Planning retirement account distributions and safeguard against improper disbursements.

• Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.

• Preparing an inventory of personal assets and investments.

• Identifying and planning their retirement income, needs, and goals.

• Determining current and long-term cash flow needs by analyzing income and expenses.

• Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.

• Monitoring investment portfolio and other assets in conjunction with their investment advisor.

• Preparing, planning and filing income, trust, gift and estate tax.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom.

Contact us today for more information.

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