Relief from Stress
Stress can result from not dealing with a pile-up of mail, unpaid bills, bills from collection agencies, doctors, and hospitals.
Anxiety disappears when files are set up so that documents can be easily found, bills are paid, and outstanding insurance claims are resolved.

Safeguarding of Assets
Assets are preserved by avoiding late payment fees, bank fees from bounced checks, and from receiving a bad credit report.
With proper budgeting, a client can see where the money is going, and can save their assets with an appropriate savings/spending plan.
I can ensure that investments are followed, and tasks such as mailing in stock certificates, if necessary, are taken care of.
Organization of insurance claims aids in keeping track of amounts paid to providers of medical services in order not to over-pay.

Independent Voice
A trusted CPA can be an independent voice in family disputes.

Assurance Services
I can assure that bank reconciliations are done monthly, that deposits and withdrawals are reflected properly on the bank statement.
I can act as a “watch dog” over workers who come to the home, such as home health aides, or arrange for reliable help.

Proper Accounting and Record-keeping
Financial transactions are properly recorded.
Files are organized
Records are retained as long as necessary and eliminated when possible.

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Copyright © 2000 - Present, Jody Rorick, CPA
716 Newman Springs Road #376 Lincroft, NJ 07738
Phone: 732-671-5214 • Fax: 732-671-5216