Frequently Asked Questions

Where do you do your work? Will you come to us?
We usually work where the documents are located, at least initially. This may be your home or your office. When we can, we work from our own offices to save you the expense of paying for our travel.

Who hires you?
In the case of families, this is a common question. Sometimes the adult children hire us to help organize their parent's documents. Sometimes the older individual hires us directly to help keep some independence and be an extra pair of eyes. Additionally, professionals (attorneys, financial advisors and accountants) may hire us to help save their clients' money.

Our office management services are used by business owners, partners and CFOs that require advanced assistance for either a temporary project need or a monthly need that regularly is less than 80 hours a month (the minimum usually required for a part time office manager).

How can I have access to the documents if you are working on them?
We save all documents to a client folder that is accessible anywhere internet is available. We can allow family and business partners in different parts of the world to have immediate access to any items that are needed.

My desk is literally in stacks. And there are boxes full of paper. Can you just organize it?
Absolutely! If all you need is someone to create a system that is easy to access and manageable. We are happy to help.

How do you charge?
Predominantly our clients are charged by the hour. Some business clients may be charged a project flat fee. This can be for monthly bookkeeping after initial consultation and setup. This can also occur with short term projects – i.e., helping to hire and onboard new employees.

What is the background of the Administrators?
Our backgrounds are varied; we have worked in the fields of law, accounting, tax preparation, office management and more! Each Administrator that you work with will have experience that will enhance the benefit of having someone manage your financial documents.

Will I work with the same Administrator each time?
Usually, though depending on your specific needs, you may initially get to meet a few of us! During the set up and organization you may get to meet one or two more people than you will regularly see. This allows us to quickly and correctly get you organized. Additionally, because we have a team, your needs will always be met within the time frame you request. We work together to get it done for you.

Will you file our taxes?
We happily work with your accountants, attorneys and financial advisors; however, we do not take their places. We do not offer tax, legal or investment advice.

How do we get started?
Call and make an appointment for a free consultation. A signed agreement will get your needs on our schedule and it will begin freeing up your time...and stress level!