ReAnn Rothwell’s Money Saving Ideas, Tax & Organizing Tips

Are you drowning in the paper flood that pours into your home and/or office every day? You know…the endless stream of bills, warranties, receipts, important documents, user manuals, bank statements, letters, promotions, insurance papers, employment and medical information, school papers, etc, etc, etc.  How you deal with that paper determines whether you live in an atmosphere of calm and control or clutter and chaos. Along with chaos comes frustration, tension and conflict- all because of the never-ending paper flood

I work side by side with you to organize your things, restructure your space, and create efficient yet flexible routines and systems that reduce your stress and empower you to easily maintain your space. With expertise, compassion, creativity, and a good sense of humor, we offer assistance in the areas of:

Places and Things We Can Organize and Do for You:

• Paper and Electronic Files
• Mail Handling Centers and Routines
• Household Inventories
• Clutter Removal and Control
• Financial and Credit Organizing
• Office Process Maintenance
• Computer Software Training (MS Office, QuickBooks,
• Computer Storage Organization
• Full Office Organizational and Space Planning
• Office Organizing Days
• QuickBooks Installation and Training
• Office Layout/Space Planning
• Setting Up Record-Keeping Systems
• Procedures/Policy Manuals
• Ongoing Office Assistance
• Develop Paper and Electronic File Procedures
• Budget Development and Bill Paying
• Arrange functional craft and hobby work spaces and storage areas
• Document household inventory and family records

Financial Resources We Can Organize:

• Installation, training and maintenance of personal finance software
• Transfer bill payments to electronic bill pay solutions
• Establish and maintain a personal budget, including account reconciliation
• Assist with organizing and preparation of documents for your tax preparers, CPA, attorney, or
  other financial professionals.
• Personal finance software
• Electronic and paper bill payments
• Personal budgets
• Account Reconciliations

Areas and Assets to Organize in Your Workspace:

• Implement Work Space and Equipment Solutions
• Establish Mailing Centers
• Streamline Office Procedures
• Develop Paper and Electronic File Management Processes
• Create Filing Routines and Record Keeping Systems
• Teach Time Management and Scheduling Skills
• Prepare for Employee Transitions
• Asset Management Tools
• Paper Management - Organize your active paperwork including sorting and handling, special projects
• Set up an easy-to-use filing system for paper you need to reference often
• Create an archive filing system for important paper you don’t use often
• Develop an action management (To Do) system
• Organize your contacts into Outlook or Gmail
• Become much more productive by learning shortcuts and quick tips to use to manage your email and files
• Redesign your space. Arrange the furniture and items in your office to make it easier to function
• Organize a bill paying system that coordinates with an effective mail processing and financial filing system
• Set up online bill pay
• Create a home budget system to track income and expenses with tools to manage your credit card balances and work toward eliminating credit card debt.
• Set up Quick Books for professionals that work from home.
• Time Management

The following are mobile, virtual, and remote administrative services we provide:                 

• Income Tax preparation
• Computer maintenance and training
• Consulting
• Electronic and paper flow system
• Financial data organizing
• Home office set-up
• Meeting planning
• Office Manager for a day
• Organize office space
• QuickBooks set-up, input and training
• Receipt organizing
• Bill pay
• Checkbook balance
• Off-site Business Operational Manager
• Expense tracking
• Invoicing
• Accounts Receivable
• Accounts Payable
• CPA Point of Contact

IN GENERAL, we organize information in the form of files, paper flow, and financial management or bookkeeping. plus  information organizing, which could include organizing computer systems and training, organizing files, organizing systems, bookkeeping or financial organizing, organization of procedures or manuals, and records management.

Benefits of An Organized Financial Life Include:     

• Decrease clutter and improve use of space, including rearranging furniture
• Minimize your dependence on paper
• Increase productivity by having ready access to items when you need them
• Easier decision making on what to keep, sell, archive, donate, or just throw away
• Feel better about yourself, your surroundings, and your future
• Become more productive, less concerned, and worried about less important matters
• Increased energy
• Save time and money
• Room for creativity
• More time to socialize
• Complete stalled projects
• Increase time available for other aspects of your life
• More time to spend with people and activities you enjoy
• A personalized system to manage the volume and flow of paper
• A boost in your self-esteem
• A feeling of control in your life
• Choices of how you spend your time
• Less mental clutter, less guilt and more pleasure
• Stress plummets and you become a nicer person
• A happier family who loves the new you and enjoys sharing time together

I enjoy, yes, ENJOY the challenge of organizing and working with owners and managers whose ever-changing priorities don’t always leave time for bookkeeping!

NOTE: I am happy to work with ADD* or AD/HD** clients in conjunction with their therapist.

Speaking Programs and Events: Need an entertaining and motivating speaker on financial organizing tips for your next event? ReAnn provides useful information in a fun, interactive and supportive way.

Always remember you will never have the time; you need to make the time.

You can improve your situation, if you want to.