Details handled. Stress reduced.
We organize financial and digital records so personal and estate affairs remain clear, secure, and manageable.
Digital Life Organization
Digital Declutter & Organization
We organize online accounts, access credentials, email, and digital records into clear, secure systems. This includes documenting logins, structuring files, and simplifying digital clutter so critical information is accessible and manageable—whether for day-to-day life or in the event of illness or incapacity.
Financial Organization
Financial Records & Coordination
We handle the organization of financial paperwork, statements, and timelines so nothing is missed or duplicated. This includes preparing records for tax filing, tracking estimated payments, and ensuring accountants and advisors have exactly what they need, when they need it.
Charitable Foundation and Giving Support
Charitable Foundation Support
We support individuals and family foundations by organizing donation records, account activity, and compliance-related documentation. This includes coordinating charitable activity, maintaining clean records, and providing structured support that helps foundations operate smoothly and stay focused on their mission.
Bookkeeping & Billpay
Bookkeeping & Billpay
We provide ongoing bookkeeping support and bill payment coordination to keep finances current, accurate, and organized. This includes categorizing transactions, tracking recurring expenses, managing due dates, and ensuring records are clean and ready for review by accountants or advisors - without providing tax or legal advice.