SERVICES
Life Changes – So Do Your Priorities
As we age, we sometimes neglect the possibility that we will not always be able to independently care for ourselves or our loved ones. To help you manage this reality, Leone, McDonnell & Roberts, Professional Association has developed an elder care services program to help you continue to manage your day-to-day finances. Our goal is to build a strong relationship with you to ensure that your needs are understood and fulfilled.
The Leone, McDonnell & Roberts elder care services team is here to help simplify your life. Our promise: You will receive both timely and accurate services, no matter the level you desire. We prioritize flexibility as we realize life events can sometimes mandate change. Our team will gladly accommodate your request if services need to be modified at any time.
Our professional team is here to help regardless of your living or financial arrangements. We would be happy to meet with you at our office or at a location that is convenient for you.
We provide expert assistance
in the following areas:
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Bookkeeping and record keeping services
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Bill pay
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Bank deposits
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Reconcile bank statements
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Organize tax documents
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Organize legal and other important documents
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Prepare annual summary of transactions, as requested
