Complimentary Products and Services
On-Site 30-45 Minute Consultation
“Organizing Your Personal Financial Paperwork” Class
“Organizing Your Personal Financial Paperwork”
Tip Sheet
Presentations for Non-Profit
Groups
Organizing Services
Paper Organizing includes purging, sorting, and filing
paperwork, as well as designing, creating and implementing the filing system
Bookkeeping Services for residential and
solopreneur home-based businesses
Supplies
for Paper Organizing
Alpha-Omega
Tickler System
Securita
Vital Records PortaVault – Estate Organizing System
Freedom Filer Premium Filing System – ideal for large households and filing
enthusiasts
Freedom Filer Deluxe Filing System – perfect for any home office
Continuity Plans
Quarterly Follow-up Visits – keep your filing system running smoothly
Weekly or Monthly
Financial Organizing Services - bill paying, filing, and bank account reconciliations
