Helping Seniors Stay Independent

CEB-Bookkeeping is particularly sensitive to the financial needs of seniors. We love numbers, and we are happy to help you with the annoying details of money matters. The fact that we come to you, makes everything simple and easy.

ORGANIZING PAPERWORK — the mail, the receipts, the bills pile up and the size of the pile can be daunting. Simply helping you to organize is a big first step in making sense of it all. We can either set up a system for you to follow later, or we can become your personal financial assistant.

PAYING BILLS — like time, bills never stop. If payments are late, penalty charges and interest can cost you lots of extra money! Your rent needs to be paid on time. And you don’t want important services like electric and phone to get shut off. CEB-Bookkeeping will help you take the worry out of maintaining your financial independence.

BALANCING CHECKBOOKS — the bank is very precise, but they can make mistakes. We go over all your deposits, checks and statements to make sure you and your money are being treated fairly.

CREDIT CARD STATEMENTS — instead of carrying cash, credit cards make your wallet both lighter and safer. Keeping track of purchases and cash advances, though, can be a challenge. We help you create a way to organize your receipts and transactions so that you can be aware of any irregularities with your credit cards.

HEALTH INSURANCE CLAIMS — Medicare and supplementary insurance can be a complex jungle of details. Did you file all your proper medical claims? Have claims been denied that should have been covered? Is your favorite doctor still taking your insurance? CEB-Bookkeeping can be your health insurance advocate and save you the tedium of long waits on the telephone.

TAXES — like bills, taxes need to be accounted for and paid regularly. We help you stay ahead of the taxman by organizing your paperwork throughout the year. When tax time approaches, we can prepare numbers for your filing , or liaison with your accountant on your behalf.

TRUSTED ADVISOR LIAISON — are you having trouble coordinating finances with your lawyer, insurance agent, financial planner or accountant? CEB-Bookkeeping is willing to communicate details authorized by you to your trusted advisors.

CEB-Bookkeeping is happy to assist seniors keep their independence by helping with any or all aspects of finance. Just call us — 917.806.1738 — and we’ll discuss how we can be of service to you.