Paper Management and Shred
Stacks of mail, outdated files, and sensitive documents drain mental energy and create risk. My background in a CPA office, where I assembled complex tax returns and identified critical paperwork quickly, gives every paper project the precision it deserves.
I recently completed a twenty-year backlog for a local entrepreneur, guiding the process from first sort to shred day in about twenty-five hours. Whether your project is smaller or larger, you will receive the same detailed care.
Work Style
Side-by-side coaching if you want to learn the system as we sort
Independent handling if you prefer to return to an organized filing system
You choose the level of involvement that feels most comfortable
Typical Service Flow
On-site Assessment – review volume, categories, and deadlines
Sorting and Safeguarding – separate mail, statements, photos, gift cards, cash, and tax records
Secure Disposal Plan – box, log, and schedule non-essential paperwork with a trusted shred company; I can serve as liaison
Custom Filing System – create a simple structure, digital or physical, for ongoing paper flow
Habit Coaching – set easy weekly and monthly routines so piles never return
Booking and Pricing
Sessions offered in 3, 4, or 6-hour blocks
Final scope and quote provided after the in-person assessment; estimates may adjust if volume or requirements change
Key Benefits
Protects sensitive data and cherished items
Eases tax preparation and bill management
Replaces overwhelm with a sustainable routine
Optional full-service shredding coordination
Ready to see your desk surface again? Schedule an assessment and map the fastest path to paper peace.
Prepare for your first session with this FREE Paper Management Prep guide!
Stacks of mail, outdated files, and sensitive documents drain mental energy and create risk. My background in a CPA office, where I assembled complex tax returns and identified critical paperwork quickly, gives every paper project the precision it deserves.
I recently completed a twenty-year backlog for a local entrepreneur, guiding the process from first sort to shred day in about twenty-five hours. Whether your project is smaller or larger, you will receive the same detailed care.
Work Style
Side-by-side coaching if you want to learn the system as we sort
Independent handling if you prefer to return to an organized filing system
You choose the level of involvement that feels most comfortable
Typical Service Flow
On-site Assessment – review volume, categories, and deadlines
Sorting and Safeguarding – separate mail, statements, photos, gift cards, cash, and tax records
Secure Disposal Plan – box, log, and schedule non-essential paperwork with a trusted shred company; I can serve as liaison
Custom Filing System – create a simple structure, digital or physical, for ongoing paper flow
Habit Coaching – set easy weekly and monthly routines so piles never return
Booking and Pricing
Sessions offered in 3, 4, or 6-hour blocks
Final scope and quote provided after the in-person assessment; estimates may adjust if volume or requirements change
Key Benefits
Protects sensitive data and cherished items
Eases tax preparation and bill management
Replaces overwhelm with a sustainable routine
Optional full-service shredding coordination
Ready to see your desk surface again? Schedule an assessment and map the fastest path to paper peace.
Prepare for your first session with this FREE Paper Management Prep guide!
Stacks of mail, outdated files, and sensitive documents drain mental energy and create risk. My background in a CPA office, where I assembled complex tax returns and identified critical paperwork quickly, gives every paper project the precision it deserves.
I recently completed a twenty-year backlog for a local entrepreneur, guiding the process from first sort to shred day in about twenty-five hours. Whether your project is smaller or larger, you will receive the same detailed care.
Work Style
Side-by-side coaching if you want to learn the system as we sort
Independent handling if you prefer to return to an organized filing system
You choose the level of involvement that feels most comfortable
Typical Service Flow
On-site Assessment – review volume, categories, and deadlines
Sorting and Safeguarding – separate mail, statements, photos, gift cards, cash, and tax records
Secure Disposal Plan – box, log, and schedule non-essential paperwork with a trusted shred company; I can serve as liaison
Custom Filing System – create a simple structure, digital or physical, for ongoing paper flow
Habit Coaching – set easy weekly and monthly routines so piles never return
Booking and Pricing
Sessions offered in 3, 4, or 6-hour blocks
Final scope and quote provided after the in-person assessment; estimates may adjust if volume or requirements change
Key Benefits
Protects sensitive data and cherished items
Eases tax preparation and bill management
Replaces overwhelm with a sustainable routine
Optional full-service shredding coordination
Ready to see your desk surface again? Schedule an assessment and map the fastest path to paper peace.
Prepare for your first session with this FREE Paper Management Prep guide!