Daily Money Management
Managing cash flow in and out, paying the tax man, and maintaining quality financial records is a vital step for protecting your financial future. For individuals, families and small business owners protecting and safeguard your finances is vital to your survival. Organized Instincts can help you stop those frustrating searches for tax records, teach you to understand what financial figures (credit score, average daily balance, compounding interest) really mean, and help regain the sense of financial control you desire. We work with individuals, pairs, and families to:
- Create financial systems to manage their financial transactions and cash flow
- Teach you the time-saving tools making bill paying, record keeping, and staying on budget easier
- Implement procedures to manage personal finances for the right now and into the future
- Give you the confidence to take back control of your relationship with money
We accomplish these objectives using simple tools and techniques that when combined, with you, create lasting results. We offer a range of tools to satisfy both the beginning computer need for personalize instruction to the dedicated techie with the last gadgets.
Let us ask you this…
- Have you tried to use personal finance software (think Quicken, Money, or a spreadsheet) but stopped using it?
- Do you find yourself searching for the (non-existent) paper instruction manual for the new financial software you just bought is located?
- Are you scared to try online banking or bill pay services?
- Do you waste precious time searching for important receipts and statements?
- Have you rescheduled a tax preparation meeting because records are missing?
- Are you having difficult managing your cash flow?
If you answered ‘yes’ to any of these questions then we are here to help. We can help identify the cause and implement tailored solutions for you that resolve. The Organized Instincts team has been working with personal financial software for more than 10 year and has logged thousands of hours of client experience. We can help you create a new file or clean up one you have been using for years.
Pick up the phone or drop us an email. We can help you start making friends with your piggy bank, instead of shaking it in frustration!
