Rothwell & Company: Small Business Service Center

We want to work side by side with you to organize your things, restructure your space, & create efficient yet flexible routines & systems that reduce your stress & empower you to easily maintain your space. I also want you to be able to maximize your tax deductions by teaching you how to track expenses. (Often times you will be able to pay for our services in tax savings!) With expertise, compassion, creativity, & a good sense of humor, we offer assistance in the areas of: Some of the Places & Things We Can Organize & Do for You: • Full service H&R Block Tax Preparation • Mail, Paper & Electronic file handling Centers & Routines • Clutter Removal & Control – including on your computers • Computer Software Installation & Training (MS Office, QuickBooks, Quicken) • Full Office & Computer Organizational & Space Planning • Office Design/Layout/Space Planning • Setting Up Record-Keeping & Tracking Systems • Procedures/Policy Manuals • Ongoing Office Assistance • Business Plans, Budget Development, & Bill Paying • Tax Deduction, Expense & Cost Saving Analysis • Arrange functional craft & hobby workspaces & storage areas • Document household inventory & family records Some of the Financial Resources We Can Organize: • Establish & maintain a personal budget, including account reconciliation • Assist with organizing & preparation of documents for your tax preparers, CPA, attorney, or other financial professionals. • Account Reconciliations A Few of the Areas & Assets to Organize in Your Workspace: • Streamline Office Procedures including Mail, Paper & Electronic File Management Processes • Teach Time Management & Scheduling Skills • Develop an action management (To Do) system • Become much more productive by learning shortcuts & quick tips to use to organize & manage your email & files - Gmail & Outlook • Redesign your physical space. Arrange the Work Space, Furniture & Equipment in your office to make it easier to function • Organize a bill paying system that coordinates with an effective mail processing & financial filing system – track tax deductions • Create a home budget system to track income & expenses with tools to manage your credit card balances & work toward eliminating credit card debt. • Install & train QuickBooks for professionals that work from home. • Time Management The following are mobile, virtual, & remote administrative services we provide: • H&R Block Income Tax preparation • Computer maintenance & training • Consulting • Meeting planning • QuickBooks & Quicken set-up, input & training • Checkbook balance • Off-site Business Operational Manager • Expense tracking & receipt organizing • Invoicing • Accounts Receivable & Accounts Payable • Having a CPA Point of Contact IN GENERAL, we organize information in the form of files, paper flow, & financial management or bookkeeping. plus information organizing, which could include organizing computer systems & training, organizing files, organizing systems, bookkeeping or financial organizing, organization of procedures or manuals, & records management. Benefits of An Organized Financial Life Include: • Pay fewer taxes • Increase productivity by having ready access to items when you need them with less clutter & better use of space • Easier decision making on what to keep, sell, archive, donate, or just throw away – more income • Feel better about yourself, your surroundings, & your future • Become more productive, less concerned, & worried about less important matters • Increased energy • Room for creativity • More time to spend with people & the activities that you enjoy & for other aspects of your life • A boost in your self-esteem • A feeling of control in your life • Choices of how you spend your time • Less mental clutter, less guilt & more pleasure • In General: We can save you time & money on many levels -RESULTING IN- • A hap