Become More Efficient With Streamline ​
Following are some of the services we can provide to help you gain control, become organized and improve productivity. Once we find the process or tools that work for you, we can establish a maintenance plan - monthly, quarterly or annually - to keep you on track.
Financial Organizing
Simplify, organize and track your finances.
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Identify and document all your banking and investment accounts
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Organize documentation from financial accounts
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Learn good retention practices for financial documents (paper or electronic)
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Move from paper to electronic recordkeeping if desired
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Set up financial tracking and budgeting (Excel, Quicken, Quickbooks)
Paper Management
Set up a process to reduce and manage paper documents.
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Purge unnecessary paper documents.
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Set up filing systems to store active, reference and archive documents.
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Put in place a process to regularly purge and archive documents.
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Reduce accumulation of paper by managing direct mail solicitations.
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Transition from paper to electronic documentation.
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Capture important tax information throughout the year.
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Schedule bulk shredding of sensitive documents.
Digital Organizing
Develop a good electronic filing structure and set up digital record-keeping procedures.
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Set up a logical electronic filing system tailored to your specific needs.
- Use simple and consistent naming conventions to easily identify electronic documents and files.
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Set up a process to regularly purge and organize electronic files.
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Clear computer desktop screen to include only minimal and necessary documents (like your physical desk!).
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Automate electronic filing of documents.
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Manage and organize email inbox and attached documents.
Time Management
Track and prioritize your tasks, and use time management tools to make the best use of your time.
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Set up a task management system to capture personal and business ‘to do’ items.
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Identify your priorities in order to schedule the most important tasks.
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Learn to use your calendar or other time management tools in conjunction with your task list to schedule and track your time.
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Analyze time and activities to identify opportunities for improvement.
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Standardize processes for routine or repetitive tasks.
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Set boundaries and learn tips to deal with the realities of everyday life.
Estate & Vital Documents
Organize and inventory all of your vital life and estate documents.
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Determine that necessary estate documents are in place.
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Document location of key directive documents (Will, POAs), important contacts, keys & combinations, financial accounts, insurance, personal property and assets, loans, business records, medical information and funeral plans.
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Document digital assets and passwords, including social media and online accounts.
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Communicate this information to family and loved ones.
Other Services
Other services that keep you organized in your business and home.
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De-clutter and organize your spaces.
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Configure rooms and recommend organizing supplies to make optimal use of space.
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Record home inventory for estate planning or disaster recovery.
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Create workplace policy and procedure manuals for small businesses.
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Plan and manage projects in your home or business.
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Coordinate with outside providers for furniture pick up, consignment, donation, or trash removal.