Traditional Filing and Office Organization
- Set up of traditional paper filing systems that are streamlined and customized based on a client’s learning and memory retention style
- Establishing filing systems that are easy to use, efficient, streamlined, reduce paper and clutter and eliminate unnecessary and outdated documents
- As a Certified Freedom Filer specialist, Shelly files documents in a unique system that is low maintenance, easy to use and self purging. Tax documents are always ready at tax time and vital documents are easy to locate.
- Creation of a paper flow system and detailed “Action” desktop workstation to keep incoming papers organized and tasks prioritized
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