My Efficient Solution
Productivity Consultants

Productivity Services for Executives, Business Owners and Individuals

Office Solutions
  • Set up systems for handling mail and other incoming paperwork
  • Review and modify existing filing system, if needed
  • Set up systems for information retrieval

Financial Services

  • Pay monthly bills on a timely basis, avoiding late payment fees and finance charges
  • Review bills for accuracy and handle all questions with vendors
  • Prepare checks for signature, pay bills on-line or set-up to be paid via auto-pay 
  • Make deposits
  • Reconcile bank statements & credit card bills, and review for discrepancies
  • Set up and maintain Quicken and QuickBooks files
  • Organize documents for tax preparation

Organize files

  • Set-up & maintain financial accounts on Quicken or QuickBooks to track income & expenses, and provide comprehensive financial reports
  • Design & implement a paper management system for all bills, statements & receipts

Needs Assessment
A two to three hour consultation where we review your current situation and start to create a plan for moving you from where you are today to where you want to be. With this plan, you can choose to do the work yourself or hire us to work alongside you to implement the plan.

Estate Information Organizing
Organization and documentation of all personal, legal and financial information, including final arrangements. This is not financial planning, but is a repository for all of your important information. Assistance with property clearing.

For more information, contact us at 650-595-4762 or
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