Lucy perseveres! She is dogged in the face of setbacks, and despite much craziness from my bank, got my 2017 books done with plenty of time for my tax person to work her magic by April 17th. What a godsend!
Sandy Bredt (El Cerrito, California)
Tag: financial data
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Trustworthy, Fun, & Efficient – Testimonial
I’ve been working with Lucy for about a year, and in that time she has helped me set up systems especially around expenses related to my business as a writer and solo performer. The tasks she has performed are quite varied: establish and update systems for tracking mileage and business-related expenses, identifying and pricing products, returning items, finding a handyman, etc. She has helped me with copyediting and feedback on some writing projects. Lucy has assisted me with making travel plans and while abroad during a six-week period recently, Lucy came to our home, sorted mail and communicated with me once or twice a week if anything came in the mail that needed my attention. Lucy also paid bills that were outside of the automated bill pay system we use. Lucy checked in on our house when a neighbor wrote expressing concern that our home may have been broken into. It was a great relief that she responded within minutes when we were unable to reach other neighbors (Xmas Day). Lucy responds very promptly. She is smart, trustworthy, fun to work with, and efficient.”
Irma Herrera (California)Testimonial was originally posted as a 5-star Facebook review.
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Financial Data Management
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.
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