Let us handle the details so you can focus on the big picture.
From organizing your bills to maintaining your collection of financial records, Organized Instincts offers multiple services to free you from the minutiae of daily money management.
Eliminate tasks from your to-do list and restore lost hours to your day when you hire us to:
- Open, sort, and review bills, invoices, and loan statements you receive
- Pay your bills on time so you never incur late fees
- Maintain a record of your finances using Quicken® software
- Request corrections to incorrect billings
- Reconcile your bank and credit card accounts
- Make bank deposits and ensure you always have money in your checking account
- Submit expense reports for reimbursement
- Track deductions and tax forms year-round to facilitate tax preparation
- Generate personal financial reports to keep you informed of your net worth, spending, cash flow forecast, charitable donations, and medical expenses
Decrease the clutter of paper mail and create a permanent electronic record of your finances when you let us:
Set up or organize online bill pay to reduce or eliminate paper check writing
Set up electronic billing with your creditors to reduce or eliminate the paper bills you receive
Convert your important financial documents to digital format
Create and maintain a digital record of your finances
Enjoy the lifestyle you’ve earned while we:
- Track charitable giving plans and multi-year pledges to organizations and beneficiaries you care about
- Track and monitor your home construction or renovation projects to keep costs under control
- Create and maintain your luxury goods inventories including wine, art, and fine furniture collections