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Family Office Manager

Family Balance Sheet

Chapter 17 in this book is titled, “Why not run the family office?” In highly affluent circles, a family office is a private wealth management firm that manages the finances and investments for the ultra-wealthy and their families. Hmmm, I wonder if the Kennedys have a family office? Organize paperwork for tax preparation.

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3 Simple Office Supplies for Smooth Tax Prep

Family Balance Sheet

We have our 2011 tax meeting this week with our accountant. We own an S corporation and have a few employees, so we have a CPA prepare our taxes every year. Honestly, he is worth his weight in gold; the tax rules make my head spin. In all honesty, tax season goes fairly smoothly for us. 3 Simple Office Supplies.

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Upgrade Your Home Office with This Wayfair Sale!

Couponing 101

With tax season in full swing, it may seem more important than ever to set aside office space in your home. A home office can make it easier to stay organized and get work done. And right now, you can save money as you set up your office. The post Upgrade Your Home Office with This Wayfair Sale!

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Office Depot Office Max Free Shred Event Starts 3/18

For the Mommas

Office Depot Office Max Free Shred Event Starts 3/18 It is tax time and this is always a good time to get your papers organized and shred those documents you no longer need. The Office Depot Office Max Free Shred Event is here to help.

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Designate a Family Office Manager | Marriage & Money

Family Balance Sheet

Chapter 17 in this book is titled, “Why not run the family office?” I realized my role in our family was not just of a wife, mother, and home manager, but also the Family Office Manager. Designate a Family Office Manager. Organize paperwork for tax preparation. How can I reduce the grocery budget?

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My Binder System for Organizing Some Important Areas of My Office and My Life

Family Balance Sheet

They keep me fairly organized where organization is very important to me and my sanity. I keep separate binders for our Business Expenses & Statements , Business Taxes , Health Savings Account , Retirement , my passwords (with alphabet tabs), and Workouts. Do you use binders to stay organized?

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How Do You Organize Paperwork, Both Online and Off?

Family Balance Sheet

Today, I'm answering a question posed to me by BlogHer's Life Well Lived Campaign, "how do you organize paperwork, both online and off?". I have written before about how I organize our offline paperwork: My Binder System for Organizing My Office and My Life. 3 Simple Office Supplies for Smooth Tax Prep.

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