Financial Organization - Virtual or In Person

Examples of Financial Organization Services:

Bill pay assistance and setup of automatic payments with banks, credit cards, and service providers
Review, organize, and resolve outstanding financial issues, including joint calls with financial institutions and service providers
Completion and organization of financial account paperwork and forms
Creation of a financial account summary for personal organization, estate planning, and emergency preparedness
Guidance on which financial documents to keep and recommended retention timelines
Sorting, decluttering, scanning, and organizing financial documents (paper and digital)
Setup of paper and electronic filing systems for long-term financial organization
Tax preparation support, including gathering and organizing documents required by your CPA
Creation of a tax document checklist to streamline annual tax preparation
Coordination with your CPA, including secure upload of documents to CPA portals
Personal and small business bookkeeping using Quicken and QuickBooks
Budget planning and expense analysis to improve cash flow and financial clarity

Bills, Bills & More Bills!

Are you feeling overwhelmed by the constant flow of bills and financial paperwork arriving by mail and email?
Do you struggle to locate important financial documents when you need them?
Does organizing tax documents feel stressful or time-consuming each year?

File the Pile can help!

File the Pile offers personalized financial organizing services for individuals and small business owners in order to provide clients with clarity, efficiency, and peace of mind around their finances.

From continuous management of client bills and document organization to tax preparation support and bookkeeping, File the Pile help clients create simple systems that are easy to maintain.

Clear the Clutter, Clear Your Mind!