We offer home organization of all paperwork to ensure that no bills or notices fall through the cracks. We prepare portable filing bins with organized folders to properly store any and all statements, bills, notices, vital documents, tax documents and even checkbooks to give our clients easy access to any paperwork they need, when they need it. We also offer digital storage for any and all documents for client and professional access, including storing and sending tax documents to accountants for tax return preparation and keeping legal documents to provide to attorneys.
Do you or anyone you know need help balancing a budget?
Reach out to us for a free consultation.