Welcome to TFM
It's time to get your finances, taxes, office, computer, paper piles, mail, bills, and all your vital documents organized and easily accessible.
We offer a wide range of daily money management services (bill payments, bank account reconcilation, income and expense tracking and analysis, budgeting systems, insurance reconciliation, and tax preparation). My focus is to help clients with their finances and all their important documents. We create bill payment, budgeting and filing systems that work specifically for you and the way you think.
Do you need assistance with that shoe box full of tax documents and/or bills? At tax time are you completely unorganized and scramble to find your tax documents and expense reports? Are the papers and documents in your office and computer a cluttered mess? Are you tired of worrying and thinking about bills and/or not knowing how much money you have or spend? Do you have trouble finding the documents you need quickly? Do you need access to documents remotely? Do you have piles of paper all over the house and can never find anything? Is it difficult to stay on top of all of your "To Do" items and daily tasks? If you answered yes to any of these questions you are not alone and I am here to help.
My objective is to assess clients’ goals, challenges, and personal styles and to help them develop effective systems to manage their finances, mail, payment systems, bills, vital documents and tax documents. Let me help you become more organized, stress less, and spend more time doing the things that you truly enjoy.