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Five Reasons to Make Professional Paperwork Services your Bookkeeper

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

  1. 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.

  1. 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.

  1. 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.

  1. 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.

Holiday Visits with Elderly Parents

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

Navigating Solo Aging: Don’t Go It Alone!

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.

When Parents Need Their Adult Children to Step In

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…

Tax Time Can Have a Silver Lining

Is there is anyone who doesn’t get a knot in their stomach when they have to get ready to pay their taxes?

As Benjamin Franklin said, “Nothing is Certain except Death and Taxes.” Since we all have to pay taxes let’s think about a possible positive outcome.

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notebook, paper and glasses The Value of an Estate Book

We all know how difficult losing a loved one can be. This grief can be compounded by frustration for survivors if the affairs of our loved one are in disarray. One way you can ensure your family and friends do not experience this frustration is to set up an Estate Book for yourself. Read More

woman looking at computer Separation Anxiety

When you hear this term most of us think of a young child being upset that their parent is leaving them. In fact Wikipedia tells us that Separation anxiety disorder (SAD), is a psychological condition in which an individual experiences excessive anxiety regarding separation from home or from people to whom the individual has a strong emotional attachment (e.g. a parent, caregiver, or siblings). It is most common in infants and small children, typically between the ages of 6–7 months to 3 years. Read More

file folders How Long Should I Keep This Paperwork?

As I help people with bill paying and organization, I continue to be surprised about how much people keep. People tend to keep WAY too much including utility bills, credit cards statements and receipts for years past. Read More

man looking at computer monitor Beware of Medical Identity Theft

Medical Identity theft occurs when a thief uses your name and health identity to get exams and treatments, get prescriptions or other care services. You may think that this only affects the insurance company but it can have devastating effects on you as well. Read More

hands typing on a computer keyboard Don’t Forget Your Digital Assets!

In addition to dealing with the emotion upheaval when someone dies, we all have a digital footprint that needs to be removed. Each of us that is even somewhat active online, has a lot of private information out there including: address history, birth date, financial institutions, social security numbers and other detailed information. Read More

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Certified Daily Money Manager Intuit Quickbooks ProAdvisor Gold Intuit Trained Bookkeeper