Our Mission


To be the preferred daily money management resource, through cultivating strong, intentional relationships with seniors and their caregivers. We understand the importance of cultivating trustworthy relationships with our clients and offering personalized accounting and planning services for their convenience.

The Team


 Elizabeth Zeldes, CPA, has worked in public accounting for over 25 years and has a passion for senior advocacy through education and consulting. She has completed a number of courses on eldercare through the American Institute of CPAs. She is active in the senior community through work with the Caregiver Resource Network, Dementia Friendly Grand Rapids, Council on Aging of Kent County and Advocates for Senior Issues. Elizabeth recently joined Rivertown Finance to extend her counsel to an expanded senior community.


 

Tracy has worked for CPA for Seniors for over 5 years serving clients’ accounting and tax needs. Previously, Tracy worked for Price Waterhouse, Bain & Company, and small accounting firms. She is a graduate of the University of Michigan and has her Masters in Accountancy from Western Michigan University and Masters in International Management from Thunderbird School of Global Management. Tracy is the proud mom of 2 grown sons and has lived with her husband in Grand Rapids Township for almost 20 years.

 

Vicki has provided accounting and administrative support to seniors for over 20 years and has also worked in a corporate environment supervising workflow and individuals . She has a BA in Business Administration from Hope College and enjoys living in West Michigan with her family and friends.