File Management
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Set up manageable file systems and eliminate the piles of paper around the home
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Establish routines and specific places for all incoming mail, receipts, business cards
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Clean up current files and evaluate their level of importance
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Digitize those papers that do not need hard copies; advice on what you need to keep and what you can toss or shred
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Set up online bill payments
Photos & Memorabilia
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Organize all your photos, both print and digital
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Methodically, and patiently sort through the years of memories and souvenirs
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Create places for them to be stored, all together
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Designate specific spots in your home for new keepsakes to be seen
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Archive and catalog your memorabilia
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Create photo walls
Tax Paperwork
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Create simple systems for keeping all important papers together throughout the tax year
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Help to collate summaries for tax time
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Learn when and how to shred old tax paperwork