Organizing Resources
Paper & Digital Document Management
Paper Filing Systems
Isn't it time for you to enjoy an organized home that welcomes you when you walk through the door? Contact us today to find out how easy and cost-effective it can be to add a Certified Professional Organizer® to your team.
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"My teenage daughter wanted to make her bedroom a more pleasant space, but she felt completely overwhelmed by all of her things and making the most of her space.
Kate was extremely patient in listening to my daughter's needs, gently guiding her in making her own decisions about what she wanted to keep and what she could let go of…"
Sharna Finkelstein
Sarasota FL
Record Keeping & Retention
For guidance on what to keep and how long to keep it, contact your CPA, or review these links to general guidelines.
- "What Financial Records to Keep and How Long to Keep Them," Bankrate.com
This article includes comments on why to keep various items.
- Aquirre, Sara, "Family Records & Documents: Where to Keep Them and for How Long," About.com.
- "How Long Should I Keep Records?" Comments from the US Internal Revenue Service website
- ”Recordkeeping For Individuals,"
From IRS Publication 522 available from the US Internal Revenue Service - also available as a downloadable PDF document (free).
Articles
- "You've got mail but have you got good email habits?," by Kate S. Brown
- "Tips for effective e-mail management," by Kate S. Brown
