Create Productive Areas and Systems
- 4 hr4 hours
- 360 US dollars$360
- Customer's Place
Special areas of service in the home office: collections/large inventories, time management/scheduling/calendar/appointment making, paper/filing management or software setup, bill payment auto, mail sorting, master list of important documents to keep, consolidating, shredding, and storage ideas. We will try to establish a routine that works for your schedule, and keeps you on top of paperwork. After you rid rooms of piled papers we can teach you tricks on how to maintain - how to automate, e-file, unsubscribe, and otherwise set up all documents electronically (if possible). We want the process going forward for you to be easy. We make sure you are comfortable accessing and storing documents on your computer or phone. We know much of the information you are required to save, is confidential. As a former accountant, I am well versed on how to protect you and your documents, and have handouts for you explaining what documents you are required to keep and for how long, as well as how to store and save permanent documents properly. We work in 4 hour time blocks. +$200 per session when 2 + members of LDO work on large projects.
To cancel or reschedule please contact us at least 48 hours in advance. Thank you!