This project had some very unique challenges! I organized, categorized and created files for 5 years worth of financial and tax records in preparation for filing current taxes nation-wide. What made this atypical is the fact that not only do the clients live on a boat—where space is precious, but also the fact that I get severely seasick! But medicine resolved that, and I was able to help them shred what wasn’t necessary, consolidate what they needed to keep, and store what they needed in a very small amount of space.
See other services available virtually or in the San Francisco Bay area or contact Lucy to discuss your needs.