Services We Offer

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For over 15 years, we've helped clients unearth their desks and home offices from overwhelming piles of mail and other paper. We've learned that different clients need different systems to manage and store information. We work side by side with you to process the build up of old paper and to create paper management systems tailored to your unique needs.

We help individuals and families gain better control of their finances. Our work includes:

• Reconciling bank, investment and credit card records
• Tracking income and expenses
• Creating and maintaining budgets
• Reviewing and paying bills 
• Organizing tax information for your accountant
• Providing referrals to legal, tax and investment professionals and other community resources as needed

We find that our clients are most productive in spaces that are well organized. We work with you to understand your unique needs, preferences, and lifestyle to create a customized space that works for you. We believe that organization should be practical and sustainable.