"When Stephanie sorted through
six boxes of stuff I dragged in from
storage and set up an organizational system that I could readily follow in
the future, I felt like a great load had
been lifted from my shoulders."
– M.N., Corte Madera, CA
PO Box 2613
Sausalito, CA 94966
There are times when bills and paperwork are the last things you want or are able to deal with. When you need to focus on other things, your deskwork often goes unattended. You can feel overwhelmed and at a loss.
We’re Here to Help.
With many years of experience in record management and fiscal services, we have the skills and tools to help you get back on track. The first thing we do is sit down with you to understand what you need. We then come up with a plan that will help get you back in control of minding your information. We then work with you to make sure you reach your goal.
Stephanie Leonard, Our Founder
With an M.B.A from New York University, Stephanie Leonard has worked in a variety of businesses and nonprofits where she has demonstrated her ability to get information organized in an effective manner. For instance, as a partner in an Internet application company for over ten years, Stephanie managed the financial records, set up the bookkeeping software, generated reports in a timely manner and acted as the chief systems architect
Additionally, for the past three years, she has served as treasurer for the Friends of the Sausalito Library and has organized and automated their financial records, generating clear monthly and annual reports. She has also tracked deposits from book sales, recorded membership renewals, organized paperwork for filing reports and interacted with financial institutions and vendors as needed.