Organizing your personal finances can be intimidating. Often the challenge is just knowing where to start. From organizing your bills, to maintaining important financial records where you can find them, Leff Organizing offers multiple services to free you from the minutiae of daily money management.
What We Do
Professional Assistance
We help you stay organized so any interactions with attorneys, accountants, financial advisors, etc., can be efficiently managed.
Mail Management
We’ll create systems for managing the huge flow of mail you get each day, from financials to business to personal.
Bill Payment
Whether you pay your bills electronically or by mail, Leff Organizing will make sure they are always paid on time.
Tax Organizing
By organizing your tax documents, we can ensure the relationship with your accountant is more efficient, accurate and cost effective.
Estate Organizing
We can organize paperwork following the loss of a loved one, assist in closing accounts, bill pay and work in collaboration other professional advisors.
Filing
Find what you need, when you need it. Passwords, paper and electronic files can all be organized for your convenience and efficiency.
"Four years ago, my desk was covered in financial papers but I couldn’t find a single thing. As a senior, I wasn’t as up on how to manage all of today’s financial technology. Leff Organizing comes several times a month and Karen helps me keep my papers in order!”
Audrey P., Buckhead
Audrey P., Buckhead