By organizing your papers and files in your home or office you will feel less stress, have less clutter and feel more in control. Getting your bills organized will help you understand your current financial situation, which is key for reaching your financial goals. Whether you need a system set up from scratch or just some modification, we can help.
• Fresh Start - a new customized filing system will be created by generating categories that will work for you, labeling the folders and filing all your paper so that they are easy to retrieve.
• Modification - revamping of your current filing system to make it more efficient and easier to find documents.
• Maintenance Program - schedule weekly, monthly, bimonthly or quarterly sessions if you are unable to dedicate the time to keep your system organized. Once your filing system is in place maintenance is important to keep the piles of paper from returning.
MAIL AND PAPER MANAGEMENT
• Remove your name and address from bulk mailing companies' lists to lessen the amount of 'junk' mail that comes into your home
• Mail Sorting and Processing
• Create and maintain a record management system for medical, business and personal files
• Submit and track medical insurance reimbursements
• Submit and track FSA reimbursements
FINANCIAL ORGANIZING & BUDGETING
• Set-up Quicken software customized with your data to track your finances
• Create a budget and provide ongoing monitoring
• Manage and pay bills
• Online bill paying
• Reconcile credit card statements & bank statements
• Set up auto-pay for reoccurring bills
• Preparation for tax filing