North Shore Services

Introduction: With baby boomers approaching retirement, there is a great need developing for specialized accounting, bookkeeping and case management services especially for the growing elderly and special-needs population. These services include the following: * Coordination of concierge services * Household and medical bill payment, organization and computerization * Coordination with lawyers, accountants, financial managers and insurance agents * Personal budgeting and expense recording * Trust, guardianship tax, estate accounting and more We typically work directly with clients and their children. For example, in the case of the death of a spouse, we can work with the surviving spouse to adjust to what can appear at first glance to be overwhelming responsibilities, which adult children cannot typically help with. Serious medical events also create a need for the services we provide. This can include bill payment and daily money management services as well as ensuring quality, appropriateness and cost-effective services. We also work with attorneys, either "behind the scenes" for them or directly for their clients, handling those matters which the professionals prefer not to handle in-house. We strongly believe in a team approach and maintain good communication with all professionals. I have over 30 years of financial, accounting and information services experience. I have been an assistant mutual fund manager, a financial analyst with a major New York bank and a management consultant for major financial and insurance firms in addition to major hospitals. I have also co-authored and co-edited 12 financial books published by major publishers. I am a graduate from both Cornell University and New York University. My associate, Joanne, has over 20 years of experience as a certified public accountant and is licensed to practice in the state of New York. She provides traditional services offered by CPAs. We also have a network of Eldercare attorneys and tax specialists at our disposal. We welcome your inquiries. If you have questions or would like more information about the benefits of our services, please do not hesitate to contact us by phone or email.