paper sorting - add’l $40/hr

SWYA can:

  • Organize paperwork to your specifications - e.g. chronologically, alphabetically, conceptually, by vendor, etc.

  • Separate out insensitive documents - e.g. window envelopes, investment prospecti, advertisements, etc.

  • Suggest filing and storage options.

SWYA will not:

  • Recommend which documents to retain.

  • Destroy or dispose of any papers on your behalf.

If your ultimate goal is to thin your files, consider getting direction from an accountant, lawyer or other trusted advisor before your SWYA appointment.

SWYA is not certified to offer retention advice on legal, financial or any other types of paperwork.