Organize and Manage Your Financial World…
- Is your paperwork scattered around the house?
- Do you have trouble finding the papers or bills you need?
- Are you unsure of which papers can be shredded and which should be kept?
- Is your filing system non-existent or in need of an overhaul?
Your Organized World provides a unique blend of services to help you manage your financial world. We come into your home and help you gather and sort your paperwork. Once that’s accomplished, we help you decide what to keep and what to let go of. If you need to set up a new filing system (or overhaul the old one), we can help with that too.
- Do you lack a system to track your personal finances?
- Do you want to move towards a “paperless” home office?
We highly recommend using financial software such as Quicken to track your personal finances, and can assist you in setting up and using the software. If your goal is to go paperless (or almost paperless), we can recommend strategies and tools to help you move in that direction.
- Are you a small business owner?
- Do you need help organizing your company’s financial records?
- Do you need to set up a bookkeeping system?
- Would you like someone to do your books for you?
- Are you in need of tax assistance?
Once again, Your Organized World, is uniquely qualified to assist! Trudy is a Certified QuickBooks ProAdvisor, an accountant, and an Enrolled Agent. She can help with setup or clean up of your QuickBooks file, as well as providing training in the proper methods of entering your business transactions. If you need ongoing bookkeeping or tax assistance, that is available as well.
Isn’t it time to get your financial world in order?