Transition to the Cloud
Together, we will select a user-friendly, cloud-based file-hosting service — such as Dropbox, OneDrive, or Google Drive. We will build a folder structure that intuitively supports how you work, drawing from your existing paper system or building something entirely new. Once your framework is in place, the magic of digitizing can begin.
Organize Your Digital Landscape
With your cloud structure established, we’ll turn to your digital world: computer folders, desktop clutter, downloads, temporary files, and external hard drives. Outdated documents will be deleted while important ones are moved into your new cloud home. To set you up for long-term success, we’ll also create simple, sustainable habits for saving and storing future files so your digital environment stays organized.
Minimize Paper Files
With your digital landscape streamlined, we’ll turn our attention to the paper on your desk, filing cabinets, boxes of records, bills, receipts, medical information, recipes, financial statements, appliance manuals, documents in your safe, and more.
Working side-by-side, we’ll sort through everything together, identifying what needs to stay and what can go. I will scan and file the documents you choose to keep, integrating them directly into your cloud structure with clear and consistent naming. Once everything has been digitized and you’re comfortable navigating your new system, your remaining paper can be safely shredded.
Safeguard Cherished Memories
We will create one cohesive, cloud-based home for all your photos and videos, where your full collection is secure, searchable, and accessible across all devices. Paper photos can be digitized using a high-quality scanner or a photo-scanning service for larger batches, and images stored on external drives will be transferred to the cloud. Centralizing everything not only preserves your memories but also makes ongoing organization and sharing effortlessly simple.
Additional Services
Email management:
We can clean out and reorganize your email by assessing your current folder structure, building or refining it as needed, and sorting your inbox. Time-sensitive emails will be flagged, reference emails filed, and important attachments saved to the cloud. We’ll tackle spam by unsubscribing, blocking senders, and implementing tools to reduce junk mail going forward.
Emergency Information Inventory:
We will compile essential household information—accounts, subscriptions, financial institutions, insurance providers, and other key details—into a simple, accessible inventory that will be invaluable to loved ones in an emergency.
Reduce Your Carbon Footprint:
We can help reduce paper clutter by converting bills, statements, and summaries to paperless formats, setting up autopay, and implementing systems to decrease junk mail.