Do a Favor For Your Senior Clients...
Have you ever been to a client's home who was overwhelmed with the paperwork, with the bills, with their taxes? They are embarrassed to tell anyone because.. who would understand?..who could help? It can be stressful to someone who has always been meticulous with their filing and banking with no help from anyone.
This disarray of filing might be due to an illness, dementia, getting older, loss of interest or the passing of a spouse who took care of these necessities. How can you help? How can someone who does not know you come in and figure out the hoards of paperwork?
This is how I delt with CHECKS and BALANCES a few years ago.
I have found that person. Her name is Frankie Lissauer a very special bookkeeper and true professional. She is a great asset to my team. The stress of my clients has dropped to nil as compared to before. Within minutes of entering the home... Frankie is working to make order of the paper mountain. And she makes it look so easy and immediately brings a sense of calm to the homeowner.
I may just invite Frankie to ActiveRain..bet she has lots of tricks to help us organize our older clients.
Do a Favor For Your Senior Clients...
Labels: bookkeeping, senior clients
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