Clear the paper. Find what matters.

Stacks of mail, outdated files, and misplaced documents can make even simple tasks feel overwhelming. Whether you need to declutter years of paperwork, gather records for an upcoming appointment, or create a filing system you can maintain, I help bring order to the process.

Support is available in person and virtually, so we can work together in the way that best fits your location, schedule, and project.

My experience includes working in a CPA office, where I assembled complex tax returns and quickly identified critical paperwork, as well as more than twenty years of running my own business. After growing frustrated with poor communication from accountants, I took on my own accounting and tax preparation. I understand firsthand how much clear, accessible records matter when you’re managing a business, a household, or a complicated situation.

I recently completed a twenty-year paperwork backlog for a local entrepreneur, guiding the process from the first sort through professional shredding in approximately twenty-five hours.

Your project may be smaller or more involved. Either way, we’ll create a plan around your priorities, paperwork, and deadlines.

Your Paper Project, Thoughtfully Managed

We begin with a consultation to understand what you have, what you need to find or prepare, and how you want your records to function moving forward.

Your project plan can include:

• Paper decluttering: Sort accumulated mail, outdated records, and loose paperwork to identify what needs attention, filing, or disposal.

• Important document searches: Locate essential records within existing stacks, boxes, and files, while safeguarding photos, gift cards, cash, and other items uncovered along the way.

• File and binder preparation: Compile and organize documents for legal matters, tax preparation, or general accounting, following your needs and any requirements provided by your professionals.

• Physical filing systems: Create clear categories, labeled folders, and binders that make documents easier to find and put away.

• Digital filing systems: Build an organized folder structure and consistent file names for electronic records.

• Document scanning: Convert paper documents into digital files using a scanning app and organize them within your filing system.

• Professional shredding coordination: Prepare approved documents for secure disposal and help arrange and manage the process with a professional shredding provider.

• Waste removal coordination: Help facilitate removal of discarded paper and related project waste.

• Ongoing paper routines: Establish manageable habits for incoming mail, documents that need action, and records you need to retain.

Careful Handling. Confidential Support.

Your paperwork may contain financial information, personal history, and sensitive details. I treat that information with the utmost confidentiality and handle your documents with care throughout the project.

When my device is used for scanning, I remove all sensitive client documents from it at the end of each session. Using your own device is also an option.

Decisions about what to keep, digitize, or destroy remain yours, with guidance from your legal or tax professionals when needed.

Support That Fits Your Working Style

In-person support: We can work side by side to sort paperwork, make decisions, and build your system. If you prefer independent support, we can establish clear instructions and check-in points so I can organize while you focus on other things.

Virtual support: Receive guided help sorting your paperwork, setting up physical or digital filing systems, organizing documents, and building manageable routines from your own space. You handle the physical paperwork while I help you work through the process.

The goal is a system that works for how you think, what you need to access, and the time you realistically have to maintain it.

Need Support Getting Started or Following Through?

If paperwork is part of a bigger struggle with getting started, staying focused, or managing everyday tasks, my upcoming ADHD Support, Body Doubling & Everyday Life Skills service offers additional support in person and virtually.

Work alongside me for encouragement and accountability, or get practical, step-by-step help building routines and learning skills for managing your home and paperwork.

Let’s Plan Your Paper Reset

Paper projects often require more than one session. After our consultation, I’ll recommend a series of sessions and provide an estimated total before we begin.

In-person six-hour sessions: $450
Book two in-person six-hour sessions together and save $150 total.

Virtual support: Ask about session options and pricing during your consultation.

Sorting, document compilation, scanning, filing, and coordination all count toward your booked project hours. Additional time requires your approval. Supplies, professional shredding, and outside removal services are separate costs.

Ongoing maintenance support is available in person and virtually to help keep your system current. Ask about monthly options for continued progress and upkeep.

Before We Begin

Prepare for your first session with my free Paper Management Prep Guide.

For in-person projects, light dusting and sweeping within the project area are included. If your project also requires heavy lifting or additional cleaning, please let me know when booking so we can discuss available options.

Ready to make your paperwork manageable? Let’s plan your project.