Comprehensive Financial Solutions for Seniors

Managing personal finances should never be a burden, especially for seniors and disabled adults. At Winleaf Bookkeeping, I offer services specifically designed to meet the unique needs of older adults, giving you more time and energy to enjoy life. With over two decades of experience working in social work and personal finance, I provide a level of expertise you can trust.
From my Day-to-Day Money Management service to organizing your accounts with Account Cleanup, I handle the tasks that matter most to you. I know that organizing and managing finances can feel overwhelming, so I provide personalized solutions that make it easy for you to stay on top of your bills and financial responsibilities.
I also offer Notarization for your important documents—both in-home and online for your convenience. And if you need ongoing support, my Monthly Home Visit service ensures I am regularly checking in, reviewing your financial status, and collecting your mail.
What sets Winleaf Bookkeeping apart is my commitment to providing compassionate, expert care. I don’t just offer bookkeeping services—I offer peace of mind. Whether you’re looking for help with day-to-day finances or need more extensive support, you can count on me to be there every step of the way.