Do you have piles of mail on your desk or your kitchen countertops? Have your kids’ school papers taken over your dining room table? Are business receipts littering your wallet and glove box? If you answered yes to any of these questions, we can help you.
The number 1 question we get from clients regarding paper management is: “How long do I need to keep _______?” Many people fear the IRS! We are not allowed to give financial advice or tax advice, however we can guide you as you decide what to file and for how long.
Paper Management at Home
At home, mail and school-aged kids seem to be the biggest paper producers. We help you set up action file systems for those papers that you are currently dealing with – incoming mail, coupons, kids’ school activities, bills to pay, etc. For those paper items that need to be kept, we set up filing systems that are easy to access and use. Additionally, if you have an office or business at home, we encourage our clients to separate the home papers from the work papers and create systems for each.
Paper Management at Work
We help small businesses tackle organization issues around paper, such as:
- Document Retention Guidelines
- Workflow
- Filing Systems
- Meeting Notes
- Current Project Documentation
- Going paper”less”
- Scanning Technology
- Receipts & Expenses
I hate dealing with paper! Can you take care of it for me?!?
No matter where the paper came from or how long it has been there, our team of expert organizers is trained to handle it! We recognize the difference between an bank statement and an expired coupon and a birth certificate. We can do a quick pre-sort for clients, so they only have to deal with the important items by category. We do not throw anything away without your permission! Additionally, for those clients who truly hate dealing with paper, we can maintain your system with monthly visits.