Clearing House specializes in home office organizing, paper management, financial organizing and daily money management. If you are struggling to maintain paper or electronic organizing systems in your home office, have difficulty tracking financial accounts and paying bills, or need new routines to tackle tasks, time and paper – we can help!
WHAT WE OFFER
- FREE! Phone Consultation
- Targeted On-Site Consultations
- Hands-On Organizing Sessions
- Offsite Organizing Support and Maintenance
Need help? We offer strategies to assist you and improve organizing methods for:
- Home office, household information center, and desktop management
- File (paper and electronic), task and time management
- Tracking household accounts and creating a personal financial inventory
- Setting up a budget and conducting periodic reviews of household spending
- Streamlining household bill payment processes and/or assistance with bill paying
Do you or a family member struggle with these tasks? Call to inquire about how we can help.
FREE! Phone Consultation
Don’t know where to start or what you need? Contact us to set up an exploratory call to discuss your home office or financial organizing challenges and “pain points.” We will help you explore options, evaluate your situation to determine if our services are a good fit, and make a recommendation for getting you started on improving your systems. We also share our knowledge of organizing resources and other service providers if you have a specific need or question.
Targeted On-Site Consultation
We meet with you for a 1-hour consultation in your home and review your organizing needs related to home office systems, paper, task or daily money management. We will evaluate your space, identify your goals and priorities and analyze options to improve systems. It’s helpful for us to see your space exactly as you use it, so it’s not necessary to put things away prior to our consult.
You can expect:
- Discussion of organizing solutions and techniques to improve problem area
- Product and service recommendations to complement organizing solutions
- Follow up telephone consult after 2 weeks and email support for one month
We meet with you for a 3 to 6 hour working session in your home. We will review the targeted session goal, roll up our sleeves and get to work! Your job is to make decisions while we initiate the organizing process and review items, files and/or current systems. We suggest products or systems to meet your needs and offer strategies to help maintain organizing systems. Hands-On organizing sessions are perfect for both the D-I-Y individual and those who want more guidance and help with implementation. Hands-on organizing is billed as a session fee (3-hour minimum) and pro-rated hourly beyond 3 hours.
Offsite Organizing Support and Maintenance
For ongoing financial organizing and daily money management clients, we provide periodic (as needed) offsite services to manage select financial accounts and maintain account record keeping. This can include: transaction updates to financial tracking software or spending file, reconciling select accounts, preparation of monthly income and expense reports, preparing checks for signature, tracking or monitoring payments to select service providers, communications to designated family representatives, financial advisors or tax accountants, as requested. Offsite organizing support is billed hourly.