Out of state
Out-of-state parents
Aging parents in another state who need someone watching the bills, the bank statements, and the household money — without the family having to fly back every month.
Life Concierge
Personal bookkeeping for the household. Quietly handled.
Some households don’t need a tax preparer who calls once a year — they need someone watching the bills, the bank statements, and the personal money rhythm month after month. That’s what this is.
Who this fits
Three common situations.
Two-income
Two-income households
Two working spouses, no time to reconcile, mail piling up. Someone needs to pay the bills on time, watch the credit card statements, and keep the household money organized.
Recently retired
Recently retired
Retirement changed the cash-flow picture — Social Security, RMDs, Medicare, fixed income, withdrawals. We help keep the personal books clear so taxes get easier, not harder.
What’s included
The standard monthly rhythm.
- Bill pay on a schedule you approve
- Bank and credit card reconciliation, monthly
- Statement review — flagging unusual activity early
- Records organized for tax season, not panicked-for in April
- Coordination with your tax preparer (or us, if we also file)
- One person handling all of it, year after year
Scope flexes around what each household actually needs — no two engagements look exactly alike.
Common questions
What people ask before signing on.
Often paired with
Related services on the menu.
Personal tax returns
Same person handles the 1040.
Most concierge clients file their personal return with us too — clean records all year mean a clean return in April.
ExploreBookkeeping
The business equivalent.
If the household has a side business, rental property, or self-employment income, we keep those books separately and tie them in at year-end.
ExploreRetirement plans
Especially for the recently retired.
RMDs, Roth conversions, Social Security timing, healthcare cost planning — coordinated with the household money picture.
ExploreLet’s talk about what your household needs.
A short call to understand the situation. No pressure to sign up.