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

• Preparing financial summaries and reports

• 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

”After only one session with Birte, I was able to complete a proposal I had been struggling for 5 months to complete. Her encouragement and resolve that I could do it helped me to let go of perfectionism and hand it in a week later!”

Sarah, Art Therapy Graduate Student

★★★★★

What Others are Saying