Bookkeeping Services for Retirees
Retirement should be about enjoying the life you've built, not worrying about bills and payment deadlines. If managing your finances has become overwhelming, you're not alone.
We work with retirees and their families to create a personalized system that keeps you in control while removing the daily stress. You stay informed and involved in the decisions you want to make, while we handle the tasks that have become burdensome.
Mike Hecker personally meets with every client at their home, at no cost and no obligation, to understand your situation. Then he brings in a member of his team to manage your day-to-day finances, while he stays involved and reviews everything.
What We Handle
Monthly bill payment and account management
Bank and credit card reconciliation
Insurance premium tracking
Property tax and HOA payments
Financial reporting for you and your family
Fraud monitoring and account security
Financial Management Services:
How It Works:
Mike designs your personalized system and introduces you to a member of his team. They manage the day-to-day work with regular phone check-ins. He reviews everything for quality control. You receive clear monthly reports, and your family members (with your permission) get updates that keep them informed without managing your finances.
How We Work With You & Your Family
This service works because we all work together as a team:
For You: You stay in control of your finances and your decisions. A member of Mike's team handles the stressful details with regular check-ins so you're always informed. You can reach Mike directly anytime you need to.
For Your Family: Your adult children receive monthly reports and peace of mind without the daily burden of managing your bills. They stay appropriately involved without taking over.
Mike’s Role: He personally sets up your system, assigns the right person from his team, reviews all work monthly, and ensures everything runs smoothly. He’s accountable for the quality of everything MH Consulting + Bookkeeping does.
This partnership removes stress from everyone while protecting your independence.
Mike Meets With Every Client Personally: He conducts every consultation at your home before any work begins. Mike designs your system based on your specific needs, introduces you to a team member personally, and stays involved with ongoing oversight.
Consistent Relationships: You work with the same member of our team every month, building trust and familiarity. Mike reviews all their work, so you get personal attention with professional quality control.
Month-to-Month Service: No long-term contracts. This only works if it's working for you. You can adjust or cancel anytime.
Senior Experience: We've worked with retirees and their families for over 18 years. We understand your unique needs and treat you with the respect and patience you deserve.
Why Families Trust Us
Common Questions
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Yes. You receive clear monthly reports showing every bill paid, every transaction, and your account balances. Your assigned team member discusses everything with you during regular phone check-ins. You're informed about every aspect of your finances.
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However you want it to. Many clients have us send monthly reports to their adult children so everyone stays informed. We can include your children in phone calls, answer their questions, and alert them if anything unusual comes up. You decide who sees what and how involved they are.
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Mike personally assigns someone from his team based on your needs. He introduces them to you personally and facilitates your first conversations. They handle your day-to-day work, and he reviews everything they do to ensure quality. You can always reach out to Mike directly if you need to.
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Pricing depends on the complexity of your financial situation and the level of service you need. During your free home consultation, we'll discuss your specific needs and provide clear, transparent pricing with no obligation.
"After working with MH Consulting & Bookkeeping over this past year, we now have peace of mind that our books are in order. He and his team are meticulous and conscientious in their work. While I know we are not even close to their largest account, we always feel treated as a priority."
Ready to Remove the Stress from Bill Management?
We’d like to meet with you personally at your home to understand your situation and see if we can help. There's no cost and no obligation.