Financial Home/Office Organizing
How can you help with paperwork? I spend at least an hour a day looking for stuff.
In most situations, the first step is to sort your paperwork. The paperwork is sorted into categories based on your habits. After working with you for awhile, Tracie will establish or become accustom to your sorting and filing process. Tracie will discuss this process with you.
Some of my information is confidential, how do you handle that?
Our Organizers come from professional backgrounds. We do not discuss your case with anyone else. Unless requested, we do not take information with us. Paper work is either put away, thrown away or shredded.
Can you tell me what I should save and for how long?
Yes, we have organizers that specialize in office organizing. They come from a professional background involving financial and/or office responsibilities.
Do I have to buy Quicken prior to my first visit?
No, but your appointment will be more efficient if you have the software installed ready to use. You can buy it on-line at your first appointment. Tracie will help decide which version is best for you.
I’m sure my mess is the worst you’ve ever seen, you’ll run the other way.
Not true, remember, our passion is organizing, messes are a challenge. Our organizers don’t get overwhelmed. We are patient and non-judgemental. Our mission is to help you create an environment that is functional and pleasant.
Do I have to be there?
At your first appointment, your organizer will need to meet with you to understand your needs. Going forward, ideally, you and your organizer will work together. Organizing is a “hands on” process. However, we understand that you may not be able to physically participate or may need to leave, we ask that someone be available (phone is okay) to make decisions and/or answer questions. Your organizer will work that out with you on a case-by-case basis.
When do I pay?
You are expected to give your Organizer a check, cash, or credit card at the first appointment. Subsequent appointments are billed on a monthly basis.
How do I make appointments?
For your first appointment, you can call or e-mail and Tracie Utter will contact you. For subsequent appointments, you call, e-mail or schedule online directly with your Organizer.
Will you bring supplies?
For the first appointment, your Organizer will bring a few supplies. Once you and your Organizer determine what is needed, one of you will be responsible for bringing supplies to the next appointment. It is between you and your organizer to decide who will bring the items. If your Organizer brings the items, you will be billed for the cost. In some cases there is a mark-up. You and your organizer will discuss.
Is there a cancellation fee?
Yes, for cancellations with less than 24 hours notice, there is a $50 charge if you want your Organizer to return. Illness is excused, there is no charge.