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.

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

• Organize tax documents to save you money.

• Put your financial information into Quicken or 
  Excel.

• Work with your accountant, attorney, banker, and financial planner/broker.

• De-clutter and de-stress your life!

My Recent Projects:

• Assist an executor with the paperwork associated with settling her mother's estate.

• 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 family's financial information into Quicken to track income and expenses.

"America’s #1 online source for Elder Care Experts plus information & answers about a wide range of elder care matters"

Member

Business Success Team

www.BSTDirectory.com

Member

Central Westchester Geriatric Committee

www.centralwgc.org

 Easy Card-Sending System

for personal and business follow-up

SendOutCards.com/PersonalMoneyManager