Organizing & Optimizing

I’ll handle the hassle — you just live your life.

Are you or a loved one feeling overwhelmed by paperwork, bills, mail, or everyday tasks?

I provide personalized at-home support for anyone who wants to maintain their independence while staying organized and on top of important matters.

• Organization systems for paperwork and records

• Mail pickup, sorting, and follow-up on important actions

• Bill payments and expense tracking

• Insurance, mortgage, and reimbursement management

• Review of subscriptions and recurring expenses to identify cost savings

• Estate planning and End-of-Life preparation

• Identifying support resources and systems

• Facilitation of community engagement

  And on top of that:

• Home-cooked vegetarian meals

• Companionship and regular check-ins

Good to know:

• In-person sessions in Wakefield, Chelsea, and Gatineau

• $150 for 2 hour or $200 for 3 hour sesion

• Discount available for Wakefield residents

Here’s a quick overview of what I can help you with:

• Reviewing existing systems and processes and optimizing them

• Organizing your paper work and creating systems and processes that work for you

• Reviewing expenses and suggesting savings

• Paying and tracking bills and expenses

• Recording transactions using Excel or financial software such as QuickBooks, Concur, or Microsoft Dynamics 365 Business Central

• Supporting estate planning and End-of -Life preparation

• Communicating with customers

• Managing insurance matters (home and car) and mortgage

• Managing health insurance reimbursements

Helping Seniors Stay Organized, Independent & Stress-Free

”An important project had been at a standstill for nearly a year and I was on the verge of dropping it altogether. Birte’s support made all the difference. Her ability to help me organize my thoughts, streamline the process, and establish a clear, achievable plan allowed me to regain my momentum. I truly believe I might have given up without her guidance. Working with her not only allowed me to move my project forward, but also gave me the confidence and clarity I needed to pursue my goal.”

Danielle, Business Owner

★★★★★

What Others are Saying

”I am a senior citizen, with many and varied interests. I have recently downsized into a retirement residence apartment. Faced with a mountain of paperwork, catching up, reorganizing, updating and filing, Birte came to my rescue. She seems to work at the speed of light - addressing legal and government matters online and in my apartment that would be beyond me. In a highly professional manner she digs into files, she re-files, she makes appointments for me, tidies up my office and my mind, and makes excellent suggestions. Birte brings a lovely personable spirit and a great attitude with her. I am so delighted we are working together - and to top it all she seems to be able to read my mind!"

★★★★★

Andrew, Family man, writer, crisis and life counsellor, spiritual philosopher and retired senior business executive

Birte McArthur ( B.Ed., B. S.W)

email: birte.mcarthur@gmail.com

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