how it works

/how it works
how it works 2017-08-23T07:07:35+00:00

Julie understands that everyone has a unique situation with regard to their (or a loved one’s) Office or Financial Organization.

  • The process starts with a short phone call during which we discuss your vision for success and how you believe I can help. I understand that everyone is unique so we will talk about what works, what doesn’t work, and where you would like to see change.
  • The next step would be a short, no cost, visit to your home to better understand your requirements.
  • Following the consultation, I will present you with an “Understanding Document” that will describe the next steps.
  • Once you agree to the proposal, work begins. I will touch base with you frequently to ensure that you feel progress is being made.

Here are some more specific examples.

  1. We work together to clean up your home clutter and create ongoing processes that create a calm, stress free working environment.
  2. I work with you to organize your digital life – clean up your email, organize your digital files, set up digital processes to help you maintain an organized electronic life.
  3. I show you how to streamline parts of your financial management. Perhaps you’d like to set up some automatic bank payments to pay your bills. Maybe your medical statements are out of control. I will work with you to clean up these problem areas and create systems to minimize your workload going forward.
  4. Under your direction, I manage parts or all your financial management. This might include bill paying, account reconciliation, preparing checks for signature, establishing budgets or gathering documents for taxes. This might be a onetime arrangement, or an ongoing arrangement depending on your needs.

We are help you to grow your business

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus id lectus quis dui euismod consectetur. Pellentesque ac ante sollicitudin, tincidunt nulla in, bibendum massa. Phasellus bibendum, sem velue aliquam gravida, eros ex dapibus neque, eget fermentum dolor arcu a tortor. Integer placerat massa nec elit egestas efficitur.

0
Years Of Experience
0
Happy Customers
0
Satisfaction