Daily Money Management


Our CPA firm located in Boca Raton, and serving South Florida, provides the high quality range of services that you would expect from an experienced quality Certified Public Accounting firm, but in addition we offer Daily Money Management services. For those individuals unable or unwilling to manage their finances, we can take away the worries of paying bills, maintaining bank accounts, interfacing with financial personnel, reviewing insurance and investment situations and even opening and sorting the mail. From helping to interpret complicated financial and investment information, find and schedule a plumber and protect the elderly from potential fraud schemes, our services are widespread.

Below is a partial list of the services we provide:
  • Bill Paying
  • Daily Cash Decisions
  • Opening and Sorting Mail
  • Budgeting and Forecasting
  • Bank Reconciliations/Checkbook Balancing
  • Investment and Insurance Reviews
  • Financial Reporting
  • Bookkeeping & Recordkeeping
  • Service Scheduling
  • Travel Arrangements
  • Fixed Asset management
  • Personal, Corporate, Partnership and Non-Profit Tax Preparation
  • Tax Planning
  • Long-term-care Planning
  • Detection of Fraud or Financial Abuse

Rest Assured:

  • We are able to prepare financial plans that cover long-term care for our older clients. We can work with your healthcare provider to anticipate the kind of care you will need and how much that care will cost. We can then use that information to best organize your finances. That way we can develop a plan to preserve your assets for as long as possible while still paying for your daily needs.
  • We can be as involved as you would like us to be - from advising you on simple matters, to taking over your finances completely.
  • All work is performed and reviewed by our Certified Public Accountant, Gary Bloome.
  • We are licensed and bonded and have contacts in various financial and service institutions.
Don't hesitate to visit or contact us for any questions or assistance.
Gary Bloome PA
9148 Glades Road
Boca Raton, FL 33434
gbloome@prodigy.net
(5610 477-8099
        
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