Financial Organizing Services

Our financial organizing services organize any area of your finances to make sure all accounts are accounted for, consolidated, and planned out. We avoid surprises, late fees, and bad credit scores by staying on top of tasks and deadlines.

You pick which service(s) you need most and Amber completes that service with you and for you. You work directly one on one with her to know what you are spending, where you could save money, what accounts exist and how those accounts are functioning.

If you are looking for project based or monthly bookkeeping services and use QuickBooks accounting software, Amber’s sister company, Amber’s Bookkeeping, LLC can assist your small business.  

Financial Organizing options:

-Bill payment

-Setting up autopay with vendors

-Tracking expenses and spending

-Creating personal budgets

-Consolidating financial accounts

-Organizing passwords and usernames

-Going paperless for bills and account statements

-Simplifying & maintaining physical financial files

-Submitting forms for reimbursement

-Filling out forms and documents

-Preparing and organizing for completing tax returns

-Setting up and assistance with Quicken (personal financial software for Mac or PC)

-Reconciling accounts on a monthly basis  

 

Our money management services (video)

 

Services

  • Home Organizing

    We transform and declutter any part of your home, condo, or apartment by working with you to create effective systems and organizing solutions. All areas of your home: closets, kitchens, paper, basements, garages, toys, and bedrooms can be organized.

  • Unpacking and Relocations

    Our packing and unpacking services reduce stress during your move. We can get your things streamlined, downsized and packed before you move and/or get you settled quickly by unpacking all your boxes once you are in your new home.

  • Home Office Organizing

    If you work from home or keep track of your family’s paperwork, you will benefit from our home office organizing systems and solutions. We tackle daily paperwork, bills, memorabilia, photos, home renovation projects, and filing systems.

  • Financial Organizing

    We assist busy families and single parents organize finances and track spending. We can help you pay bills on time, set up autopay and paperless settings, track your spending in software, and even implement a budget.

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Contact Amber

773-628-7404 | Email