products & services
The organized approach to your finances.
Organizing your finances and tracking your day-to-day expenses is a daunting task for most, and especially tough for people who are thrust into life-changing situations due to divorce, tragedy, or other unforeseen circumstances. Even for people who have handled their own household finances for years, finding the time to deal with it all can be a constant challenge. Running a household is serious business, and most often your time is better spent focusing on your family and daily work activities.
organizethis will enable you to focus your time and effort on things that are truly important to you, while you leave your financial organizing to us.
Our organized approach offers the freedom and security you need by creating customized solutions to help you understand and manage your finances. We present your financial facts clearly so you can make informed decisions about your money.
Our financial organizers will help you:
- Simplify Your Accounting Processes
- Organize Your Financial Records
- Make Better Informed Financial Decisions
- Save Time & Money
- Reduce Stress
In today’s economy, keeping the bottom line healthy is more important than ever – and that means keeping on top of the financial details. Your household finances are too important to fall behind on or become stretched too thin. Our team of highly-trained financial organizers deliver accurate and reliable financial information.
How it works:
Clients can be involved as much or as little as they want and have 24/7 access to all information we manage. Your finances are handled confidentially at our office; bills can be forwarded directly to organizethis for overall ease of processing, payment and recording. The initial consultation can be held at your home or office if desired.
What we do:
- Organize all your financial documents and create a workable filing system
- Schedule and categorize bank transactions in accounting software
- Receive and pay your bills on time
- Track expenses and generate personalized spending reports
- Work with you to develop and implement budget strategies
- Help you reduce credit card debt and improve your credit score
- Keep track of all tax-related documents and expenses to simplify tax preparation
- Coordinate with your CPA, wealth manager and financial adviser as needed
- Develop mail management systems to eliminate excess paper and added household chaos
- Improve the overall quality of your life by reducing the stress associated with managing your daily finances
Our mission is to empower you to stay in control of your finances. We take care of the details of organizing, recording and tracking your household finances so you are able to gauge your financial health as needed, while spending more of your valuable time on the things you do best.
Call today! We’ll show you how to experience the freedom, security and peace-of-mind that comes with being financially organized.