Organizing & Optimizing

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

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

Good to know:

• Virtual or in-person session in Wakefield or Cheslea

• $50/ hour

”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

”Birte is a truly gifted coach and organizer. She inspires, she encourages, but perhaps most importantly, she keeps you accountable! Together we identified and clarified my goals and then created a bespoke plan incorporating practical tools to ensure I got the results I was seeking. It was just incredibly helpful for my next stage in life. Highly recommended!"

★★★★★

Varnya, Social Emotional Therapist