Personal Bookkeeping Services, provided by bonded, experienced Financial Assistants, offer day-to-day help with ongoing financial affairs. Services are tailored to a client’s needs and may include:

• Bill paying
• Checkbook balancing
• Bank statement reconciliation
• Organizing personal papers and end-of-year tax information (we don’t prepare taxes)
• Managing cash used for daily purchases and transactions (designated legal authority may be required)

Personal Support Services, often provided in conjunction with home care or care management, help a client to remain engaged with family, friends, community and social activities. Services are tailored to a client’s needs and may include: 

• Companionship and shopping
• Arranging personal services like haircutting or nail care
• Assistance with personal affairs and correspondence
• Coordinating and escorting travel
• Household management (arranging plumbing, gardening, home maintenance and other services)
• Arranging social engagements and appointments
• Organizing parties, luncheons and dinners
• Helping with other needs that may arise, such as moving

The involvement of Personal Assistant staff can be intermittent, short-term or long-term, depending on the level of service desired.

Arranging Services:

To request services or get further information, simply call us toll-free at (866) 926-OACM (6226), or send an e-mail to oacm@ioaging.org.

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