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Residential Organizing:

Home Office and Paperwork  Paper management systems (filing, mail, bills), organization of computer files, accounting and budgeting systems, plus what to keep for tax purposes.  As an accountant and tax preparer, I have special expertise in this area and can help you get out from under those piles of paper!

Customized Filing Systems  Let me create a customized filing system just for you!  We’ll have an initial meeting to determine what files you need to set up (or you can do this on your own and email it to me).  I’ll purchase the file folders and other supplies, print and affix the labels, and bring your filing system to your home, ready to go!  You can then do the filing yourself, or schedule a working session with me to get you going.

 What is a Professional Organizer and how does the process work?

 

Other Financial Services:

Bookkeeping & QuickBooks Setup/Consultation   Are you a small business owner or an entrepreneur working from home?  Do you have investments in rental property that you need to track for tax purposes?  Let’s put a system in place to record your business income and expenses and account for them on an ongoing basis. As a Certified Quickbooks ProAdvisor, I can assist you in getting started with QuickBooks and then maintain your books going forward.  This can even be done remotely! Why pay for an onsite bookkeeper or the high rates of a C.P.A when you can get it done competently and efficiently for much less?

 

 

Hourly Phone Coaching and Consulting:

Even if you don’t live within my service area, help is still available.  This can take the form of a list of questions you’d like to ask, help with setting up Quicken or QuickBooks, or a strategy session on how to get organized.

One-half hour increments: $35