Want to clean up your finances? The team at Me In Order can help you go thorough your finances and prepare for the new year.
Does anyone else recognize how fast the Fall season flies by? One minute we are dancing around pumpkins and the next minute, we are shooting off fireworks on New Year’s Eve.
Speaking of the new year…are you ready for the new year with your finances? We all think “Oh, I’ll get to it next month…” But next month is going to go by faster than this month already has!
Now is as good of a time as any to go through your finances and get organized. And who can help you with this daunting task? Well, no other than an expert organizer at Me In Order!
Here’s how our team can help you clean up your finances and prepare for the new year.
1. Get Rid of Your Piles
Our team of expert organizers will help you clean up your finances…and it starts with your piles of bills, receipts, and paperwork.
Some of us are prone to throwing paperwork into a pile and then forgetting about it. This includes important financial papers such as receipts, bank statements, and tax returns.
We will help you go through your piles and decide what is worth keeping and what needs to be tossed. Our experts know which items are important to keep and for how long. For example, some items like credit card receipts are good to keep for up to one month, while other items like medical bills and W-2’s should be kept for up to 6 years.
2. Establish an area for all bills and important paperwork
Every piece of paper that comes into your home requires our time. Even putting it in the trash…or throwing it in a pile on the kitchen table. Our team of experts’ goal is to make sure that you can find what you need, at the time you need it, in 2-minutes or less.
In doing so, we establish filing systems. We start by going through your piles and organize your items into files or folders according to your document categories. From there, we can use a desk drawer or even a plastic bin to keep your financial documents organized and easy to find. By labeling and having a central place for your financial documents, you will be able to find what you need, when you need it.
Our team knows that when it comes to financial documents, if you don’t know you have it, or you can’t find it, it is no value to you. Implementing a filing system that is simple to keep up will help you clean up your financial documents and know where your items are located when you need them.
3. Go paperless
Our world can never COMPLETELY be paperless…but it is your choice on what we do with that paper. The paper that we do decide to keep for reference can most likely be scanned and placed in files in our computers.
Our team of expert organizers can help you decide what is worth keeping filed and what can be scanned and placed onto your computer or on a thumb drive. Items like passports, social security cards, wills, and birth certificates need to be stored in a safe place. But items like receipts, budget lists, and utility bills can live on your computer.
You can go paperless with your bank statements and utility bills and save these into a file on your computer every month. You can even scan important receipts like for furniture or appliances and store them on a thumb drive, and toss the paper copy. Your expert organizer will help you determine what can truly become paperless, thereby freeing up the space in your filing system.
4. Update and Reset
A new year means a new budget. In order to live a stress-free lifestyle, try updating the finances and committing to a budget. That way, you know where your money is going each month. Your expert organizer can help you reset your monthly budget and organize a system that works for you. By sticking to a budget, you will save money, time and relieve some stress.
As a rule of thumb, we also encourage you to update your financial plans, consolidate your billing accounts, and gather new quotes for important items. Your expert organizer can help you organize this information into a document and file it in a way where you can access what you have changed/are planning on changing in the new year.
Financial documents can be a headache, but you can avoid the stress by cleaning up your finances now, and entering in a new year with a new system and a new plan to stay organized. Your expert organizer is here to help you clean up your finances and guide you along the way!
Me In Order is here to guide you in any way you need to start your organizing project. If you are interested in learning more about how to hire an expert organizer, check out our Ultimate Guide To Hiring An Expert Organizer , or contact us today!
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