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Financial Services at Work
Utterly Organized helps people get organized at work. We will come to your office and assess your organizational and/or financial needs. Typically, paperwork is one of the main sources of stress, along with nonexistent or inefficient financial processes. We help small businesses get a handle on both. Along with, understanding the critical nature of cash-flow and budgets.
Tracie Utter will assist you with your needs. She is a Certified Public Accountant and worked in corporate accounting positions for over 15 years. She is able to use her skills as an organizer and accountant to make your work space more efficient. Also, she can teach you how to use financial information as a tool to manage your small business. the first time she keeps you from bouncing another check, her services become an investment, not an expense.
Financial Organizing At Work
If you're a small business owner, it's imperative you have solid financial practices in place. Good financial systems boost profits by allowing you to track cost and revenue, while streamlining bill payments and cutting clutter from your bank accounts.
Utterly Organized will help you maximize cash flow and develop realistic, efficient budgets. We'll teach you and your employees how to read those terribly boring, yet important financial documents and help you improve spending habits. You'll be amazed how much more money you'll accrue once the systems are in place.
- Manage Paperwork and set up a Filing System
- Set Up and Teach Quickbooks
- Prepare a Budget
- Prepare for taxes
Getting Started
What to expect when you call Utterly Organized:
- When you call, we’ll ask you to explain your needs.
- You will be matched to an organizer’s set of skills based on your needs, scheduling preferences, deadlines and budget
- Your organizer will call and review your needs so that you can determine if the match is compatible.
- After an appropriate client/organizer match is established, it’s time to book an appointment. Usually, appointments last 3-4 hours.
- You can book as many appointments as you need: weekly, monthly, several times a year or on an as-needed basis.
- Do not clean or organize anything before your organizer’s visit. There is no need to be embarrassed about you current situation. Our organizers are sensitive to the big step you are taking by asking for help. In order to better help you, your organizer should approach your needs honestly and see your living or working space as it is.
