A Call for Caution

As we age, many of us become more vulnerable to scams and fraudulent schemes. Unfortunately, senior citizens often find themselves targeted by con artists looking to exploit their trust and naïveté. Common scams can range from fake lottery wins and deceptive charity solicitations to identity theft and financial fraud. With their established savings and assets, seniors become prime targets for these malicious tactics, which can lead to devastating financial losses. Additionally, fraudulent investment schemes that promise high returns can lure in those seeking to secure their future, making them easy prey for swindlers.

Professional Paperwork Services offers clients their expertise in spotting possible scams, and guiding seniors and disabled individuals to avoid “opportunities” that are too good to be true. They provide invaluable assistance in reviewing financial documents, identifying suspicious activities, and helping clients protect their assets.

Moreover, Professional Paperwork Services aids in minimizing damage once a scam has occurred. If a senior has already been scammed, the right professionals can help them understand the next steps, including reporting the crime and mitigating financial loss. Their compassionate approach ensures that seniors do not feel ashamed or isolated in the face of scams—they are not alone in this fight.

Professional Paperwork Services also emphasizes the importance of vigilance. They encourage seniors to consult trusted family members or professional advisors before making financial decisions or responding to solicitations. Building a proactive approach to managing personal affairs can drastically mitigate the risk of falling victim to scams.

In conclusion, the threat of scams and frauds targeting senior citizens is real and requires heightened awareness and proactive measures. By educating our older adults, embracing professional guidance, and fostering open communication between seniors and their families, we can help them protect their hard-earned resources. With the right support systems in place, seniors can enjoy their golden years with greater peace of mind, focusing on what truly matters: living life to the fullest.

Speak to Nancy Sobin, MBA, CDMM, President of Professional Paperwork Services. Since 2015, they’ve helped seniors and disabled people with caring, diligent management of routine financial matters like bill paying, record keeping and document management.

As a small business owner, managing daily operations can be overwhelming, especially when your focus is on growth and customer satisfaction. For businesses with 5-35 employees, the pressure to handle payroll, receivables, payables, and document management can distract from what truly matters—serving your customers and growing your market. This is where Professional Paperwork Services, a QuickBooks-certified bookkeeping firm, steps in to streamline your financial processes, allowing you to concentrate on your core business objectives.

Professional Paperwork Services can manage your receivables and payables effectively. Timely invoicing is crucial for maintaining cash flow, and a dedicated bookkeeper can automate this process, ensuring you get paid faster. They can also manage your payables, scheduling and tracking payments to suppliers, thus maintaining healthy relationships and avoiding late fees. The expertise of a QuickBooks-certified professional means you can trust that your books are well-organized and compliant, contributing to better financial health for your business.

In addition to payroll, Professional Paperwork Services offers expertise in payroll management. Ensuring that your employees are paid accurately and on time is essential for maintaining morale and reducing turnover. A certified bookkeeper understands federal and state payroll regulations, helping you avoid costly mistakes that could lead to penalties.

Outsourcing to Professional Paperwork Services allows you to save significant time and resources. Free yourself to focus on your growth and strategic initiatives, and enjoy the stability and clarity that can also enable better financial decision-making, making it easier to plan for the future and scale your business.

With a trusted partner managing your financial tasks, you can navigate the complexities of business finances with confidence. By streamlining your processes, ensuring compliance, and improving overall operational efficiency, Professional Paperwork Services empowers small business owners to focus on what they do best—growing their businesses.

It’s time to reclaim your time and enhance your business strategies by partnering with the bookkeeping professionals at Professional Paperwork Services. Speak to company president Nancy Sobin, MBA, CDMM. Since 2015, they’ve helped small business owners by letting them focus on the growth and profitability of their business.

Every financial transaction that’s made in your accounts has a potential impact and value on your annual tax return. And every year, when April 15 is looming, the challenge of compiling and organizing all of those records can be overwhelming.

For many people, keeping track of all of those activities and transactions can be a cumbersome and time-consuming process. This is especially true for people whose financial lives are somewhat complex, as well as people with facing cognitive difficulties.

PPS is the Quick, Efficient Solution

Professional Paperwork Services (PPS) is a daily money management firm, founded in 2015, that specializes in supporting the routine financial needs of individuals, families, and small businesses.

At the beginning of each year, with tax reporting on the horizon, PPS compiles, categorizes, and prints out reports of every tax related transaction from the past year. This includes such items as charitable donations, medical expenses, taxes paid, interest payments made, and other applicable transactions. Statements from financial institutions, such as banks, brokerages, financial advisors, trusts, etc. are also included.

When the tax organizer forms arrive from the CPA or tax prep firm, we enter all of the applicable data into the tax organizer.

We Save You Time and Money in the Process

The steps described above make your CPA’s work easier, because they have all the information needed in the tax organizer we have prepared on your behalf. In a short period of time, we have reduced a likelihood that you will need tax filing extension. Not to mention the expense of simply arriving at the CPA’s office with a stack of papers and receipts that could take many hours to sort through and organize.

Call Now to Take the Next Step

It’s that time of year again, and we are ready to help you make tax return preparation easier now, and in the years to come. Please call Nancy Sobin, PPS president, to discuss your individual circumstances and the ways Professional Paperwork Services, can reduce your stress and save you time and money. 609-608-0566.

Here’s why bookkeeping by Professional Paperwork Services could be a game-changer for your business:

1. Save Time to Focus on What Matters

Bookkeeping is notorious for eating up hours every week. Reconciling accounts, tracking invoices, and preparing financial statements are all important tasks, but they don’t directly drive revenue or customer engagement.

By outsourcing bookkeeping services, you gain back time to focus on what you do best—whether it’s perfecting your product, developing new services, or growing your customer base

2. Access to Expert Knowledge

Bookkeeping may not be your strong suit, and that’s okay. Outsourcing gives you access to specialized expertise and professional services.

Professional Paperwork Services can ensure your financial records are accurate and up-to-date. We are certified in QuickBooks online and Bookkeeping through Intuit. Our expertise also helps you avoid costly errors that could impact your bottom line.

3. Cost-Effective in the Long Run

Hiring a full-time accountant or in-house bookkeeper is a significant expense—particularly if your company doesn’t require their services every single day. Outsourcing to Professional Paperwork Services, on the other hand, provides all the benefits of having an expert at a fraction of the cost.

4. Improve Financial Accuracy

When you’re juggling multiple aspects of running a business, it’s easy to make small mistakes in your bookkeeping. Unfortunately, small bookkeeping mistakes can snowball into larger financial issues like cash flow mismanagement or tax penalties.

Our attention to detail and streamlined processes reduces the risk of errors and discrepancies in your financial statements. And accurate records make tax season a breeze.

5. Gain Strategic Business Insights

Your financial records are more than just numbers—they contain valuable insights into the health of your business. Professional Paperwork Services doesn’t just help you manage your finances; we provide reports and analytics that can guide your decision-making.

Outsourcing your bookkeeping allows you to access tools and expertise that turn raw data into actionable insights. You’ll know where your biggest expenses are, how to optimize your cash flow, and which areas of your business are the most profitable.

Empower Your Decisions

Running a business is about more than just surviving—you want to thrive. Having access to clear financial insights can help you map out your next steps.

Speak to Nancy Sobin, president of Professional Paperwork Services. Since 2015, they’ve helped small business owners by letting them focus on the growth and profitability of their business.

What You Should Look for When Visiting this Holiday Season

When families reunite during the holidays, it’s a perfect time to notice how our elderly loved ones are doing, especially if we don’t see them often. You may observe that your parent has changed in ways that are concerning.

Look for both behavioral and physical signs to notice.

Some examples of behavior changes include:
home upkeep changes, unpaid bills and piles of paper, and belongings being placed in unusual locations.

Physical changes to observe include such things as:
not following the conversation, changes in their walking ability, repeating questions or comments, and decline in personal care.

Any of these signs, or a combination of them, may indicate that your parent needs some help. We suggest you enjoy your time visiting with your parents, then follow up with a conversation after the holidays, when you can share your observations and offer recommendations on how their needs can be addressed.

Professional Paperwork Services can take care of your parents’ daily money management needs, by verifying and paying bills, organizing insurance and tax-related paperwork, and monitoring financial tasks.

We work with other professionals – financial advisors, accountants, and attorneys, as well as therapists and healthcare providers – to whom we can make referrals for guidance and follow-up on some of the changes you have observed.

Reach us at 609-608-0566 or email at info[at]paperwork-services.com

Aging alone is great, IF your finances are being well managed.

As our population ages, a growing number of individuals find themselves facing retirement without the traditional family support system. This phenomenon, known as solo aging, affects approximately one-third of adults over 50 who are either childless, estranged from their children, or unable to rely on family for assistance.

While legal documentation and financial power of attorney are crucial elements, comprehensive planning for solo aging encompasses much more. It’s essential to assemble a team of professionals capable of fulfilling roles typically handled by family members. This network may include an elder law attorney for legal matters, a patient advocate or geriatric care manager for healthcare decisions, financial professionals for monetary affairs, and local friends or neighbors for emergency assistance.

Financial management is a common concern.

40% of solo agers express worry about needing assistance in this area, according to AARP. Professional Paperwork Services, LLC can provide valuable support not only with bill payment but also with routine tasks such as balancing checkbooks and organizing tax information. Their work also includes tracking cash flow for future bills, opening mail, reviewing medical insurance papers, working with creditors and more.

Nancy Sobin, President of Professional Paperwork Solutions, is a Certified Daily Money Manager who emphasizes close attention to detail and adherence to a strict code of ethics that emphasizes fidelity to the privacy and security of a client’s financial information and other personal data.

The firm is regularly recommended by trust & estate attorneys and wealth advisors for solo agers seeking dependable, affordable professional daily money management services that keep the client’s finances clear, current and well organized.

To learn more, contact PPS or call 609-608-0566 today.

There often comes a time when adult children and their aging parents find themselves in a reversal of roles. The children assume control and make important decisions about the parents’ finances, medical care and other day-to-day needs. This sometimes happens following a traumatic experience for the family, such as a health emergency for the parent.

“Ideally people should approach things before you get to that crisis situation,” said Nancy Sobin, President of Professional Paperwork Solutions, a daily money management firm. Whenever it happens, she added, it’s important that the family will work together to handle issues as they arise.

That’s where Sobin’s company steps in. Their work includes paying bills, tracking cash flow for future bills, opening mail, organizing tax documents, reviewing medical insurance papers, working with creditors and more. And they always work with full transparency to the authorized family members.  more…

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