Karen R. Caccavo, MBA

• Design your workspace and filing system for 
  efficiency and ease of use.

• Pay bills or set up an easy-to-use bill paying process.

• Manage checkbooks and credit card accounts.

• Follow up on bills, statements, and mail. Complete important forms on time.

• Organize tax documents to save you money.

• Put your financial information into QuickBooks, Quicken or 
  Excel.

• Work with your accountant, attorney, banker, and brokers.

• De-clutter and de-stress your life!

My Recent Projects:

• Assist a client with her mother's financial paperwork

• Design a home filing and paper processing system for an entrepreneur running multiple home-based businesses

• Fine-tune and maintain paperwork systems in a professional couple's home including sorting mail, organizing financial papers, and tracking tax-related information

• Set up an easy-to-maintain bill-paying system and tame paper clutter for a senior 

•  Help a "solo-preneur" follow up with prospects and keep in touch with clients

• Transfer a client's financial information into Quicken to track expenses

Member

www.AADMM.com

Member

www.RBWN.org

              www.RocklandBusiness.org

Member

Business Success Team

www.BSTDirectory.com
   

 Easy Card-Sending System

for personal and business follow-up

www.SendOutCards.com/PersonalMoneyManager

 Member

 Women's Enterprise Development Center, Inc.

  www.wedc-westchester.org 

  Member

Central Westchester Geriatric Committee

www.centralwgc.org