Protect the future and financial well-being for that of a parent, grandparent or a senior loved one with Elder Care Accounting Services (ECAS) offered by Marathon Management, Ltd.

We offer in home visits on an as needed basis — usually once a month for a half a day after the initial first day set-up — working with senior clients in contingent with their CPAs, financial planners and of course, trusted family member(s) – in the security of their own home. We also make visits to assisted living facilities as well.

Elder Care Accounting Services include:

• Bill Payment services including oversight of all medical payments and health insurance premiums
• Banking assistance — Bank statement reconciliations
• Liaison between household vendors and the senior client
• Cash flow management — Cost of living budgets
• Personal financial ledger maintenance to facilitate timely tax returns preparation
• Monthly meetings with a family member as well as organized back-up detail in the form of financial binders easily understood by the senior client as well as accounting software made available to computer users.

We adhere to the strictest financial controls as set forth by the accounting industry. Elder Care Accounting Services offers senior clients accounting assistance in their own home because peace of mind as we age is priceless. Call Andrea at 508-494-8504 to speak with her about setting up a program individually tailored for the specific financial needs of each senior client.