Household and Daily Money Management
for Changing Families
The team at MPB recognizes that certain financial and household matters are deeply personal, and managing them can be overwhelming even at the best of times. We work alongside our clients to support their day-to-day financial and household needs. The result is a relationship that provides peace of mind and allows them to maintain independence, while their families and professional advisors feel confident and secure that these matters are handled properly. We understand the need to provide ethical, confidential services, and we take great pride in consistently delivering these services to every client.
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Most Essential Services
These essential services are provided by My Personal Bookkeeper’s Client Advocates—bonded, insured, and extraordinarily resourceful—who deliver individualized services in the client’s home with a customized blend of compassion, flexibility, and professionalism.
For seniors, this may be the extra hand they need to remain independent longer.
For adult children, this may be the second set of eyes they need—and the peace of mind they crave—when they know they can’t be with their aging parent as frequently as they would like.
And for anyone going through life changes that bring accompanying organization and paperwork challenges, this may be the support system that gets them back on track.
Some of our most requested services include:
Bill Pay
Tax Organization
Insurance Claim Management
Mail Review
Filing
Proud Member of:
My Personal Bookkeeper is proud to have an A+ Rating from the Better Business Bureau
Client Feedback
I’ve really appreciated having this service for the past three or four years for my sister who recently passed away. It was nearly a necessity since I had durable and medical POA for her, was working a demanding full-time job throughout, and was in a city many hundreds of miles away from Chicagoland. I couldn’t have managed without lots of help, and a big piece of that was having MPB’s help. Our particular Client Advocate was SO good at her job–i.e. bookkeeping/accounting–and I’m certain she saved us lots of money, especially as it pertained to long term care facility billing and other medical benefits. But in addition to her professionalism, our Advocate was a fine, thoughtful, and warm person. Caring for a loved one–perhaps especially at a distance–can be heart wrenching business, and she often boosted my spirits and confidence along the way. I never doubted for a moment that she truly cared about me and my sister, and that’s meant so much to me.
We live thousands of miles from our 91-year old mother in Chicago and it gives us peace of mind to know that her financial affairs are being expertly looked after. We can rely on our Client Advocate even between her regular visits with our mother to brainstorm and solve problems as they arise. Whether it’s bills or banking or ensuring policies get renewed on time, it’s a relief to know Pam is typically on top of it even before we think of it.
After our mother’s dementia diagnosis, my siblings and I discovered that her personal finances had been in disarray for years. Living across the country and focused on our mother’s health plan, we enlisted My Personal Bookkeeper to address boxes of unsorted bills and paperwork, assist with unpaid taxes and insurance paperwork, and set up functional systems to manage our mother’s finances moving forward. My Personal Bookkeeper saved us from spending hundreds of hours on administrative tasks, which allowed us to use our time for more pressing family matters. We highly recommend My Personal Bookkeeper!
Jackie and her team worked with my parent to gain his trust and include him in the process as much as possible while keeping us informed. She took a big load off our shoulders in monitoring finances, negotiating terms, and collecting tax and other documents. They were always willing to investigate new items or questions and worked with us to find solutions to problems.
For the first time in a long time I have peace of mind that someone is staying on top of my day to day financial affairs, thanks to my financial advisor who referred me to My Personal Bookkeeper. My MPB Client Advocate has gone beyond my expectations and handles not only my “books” but contacts my professional advisors on my behalf and intervenes when needed. She has also clarified and helped me understand issues that previously seemed overwhelming. Overall she and MPB have helped remove a huge burden.
Nancy is a gem, very smart and very willing to do projects I don’t want to do, and she does them better than I can! I’ve had quite a few laughs with her, and that’s something that is sorely needed for all of us at this time. I didn’t know that these resources were available, but I’m so glad I know now and can spread the word!
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