Professional Partners

Over the years, My Personal Bookkeeper has developed an extensive network of professionals whom we consider our partners. They include, but certainly are not limited to, the following:

  • Geriatric Care Managers

  • Social Workers

  • Financial/Wealth Advisors

  • Estate, Divorce, and Elder Care Attorneys

  • Accountants

  • Trust Officers

  • Senior Living Communities and Organizations

  • Home Care Agencies

  • Professional Organizers/Move Managers

Providing services

This network of professionals can support our clients’ related needs if and when necessary. We will facilitate introductions and ongoing communication, including assistance with completing and providing any documents that need to go between our client and the professional partner.

MPB is also here to provide support to our partners’ clients if they find their clients might benefit from our services. In addition to management’s extensive experience, our Client Advocates are carefully screened, provided with ongoing training and resources by the company, and are covered by a comprehensive insurance package, which includes bonding, cyber liability, general and professional liability, and worker’s compensation.

This network of professionals can support our clients’ related needs if and when necessary. We will facilitate introductions and ongoing communication, including assistance with completing and providing any documents that need to go between.

MPB is also here to provide support to our partners’ clients if they find their clients might benefit from our services. In addition to management’s extensive experience, our Client Advocates are carefully screened, provided with ongoing training and resources by the company, and are covered by a comprehensive insurance package, which includes bonding, cyber liability, general and professional liability, and worker’s compensation.

I have personally witnessed over the past fifteen years My Personal Bookkeeper Client Advocates as an excellent resource and partner for seniors and their loved ones. They have done an exceptional job partnering with my clients and their family members providing peace of mind and an incredible amount of financial security. The advocates offer highly personalized care and attention to every detail. I would highly recommend them for anyone who needs support and assistance in managing their household and financial needs.

Julie Fohrman, Gerontologist & Principal, North Shore Geriatric Care Management

In my elder law practice, I often have clients who need assistance with bill payment and managing their personal lives. I cannot ethically tackle these projects at normal attorney rates. As a result, I have often referred these people to My Personal Bookkeeper. I have never been disappointed. Their client advocates help my clients to stay on track and get personal assistance that they need. What I like best about them is that they help my clients remain independent. When my clients are safe, I can focus on resolving their legal issues. MPB makes me look good every time.

Eric Parker, Elder Law Attorney, Stotis & Baird Chartered

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