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Need to get your business organized and back office optimized?





Organizing your Business.



Need to get your business organized and back office optimized?





Organizing your Business.



We partner with both public and private entities to find efficiencies in business systems and processes. Whether you’re an independent business owner, a partnership, or an established small to mid-sized company, we’ve got you covered. We help to maximize your profitability by identifying wasteful practices, cleaning up any data entry or paperwork backlog, and creating streamlined processes. After carefully listening to your business needs, we’ll develop an implementation plan that is clear, concise, and realistic. We provide education and training so that when we transition, our processes stay with you for years of continued success.



Our Philosophy on office organization



Organiz-ER, founded in 2004, is SPOT on when it comes to value added business skills and services. Our SPOT philosopy includes 4 key elements for each engagement.



Stabilize



When short staffed, backed up with impending deadlines, filing extensions or have a backlog of paperwork or projects, we get the job done and work closely with CFO's, CPA's, lawyers, and other professionals.



Prioritize



Helping guide discussion with business owners/stakeholders to prioritize the immediate needs and implement a mutually agreeable plan.



Organize



Whether it be workflows, databases, paper processing or software systems, we are masters in business organization with solid background in IT and Accounting.​



Transition



We transfer our knowledge, document processes, create procedures and train staff for sustainable results.



I could not have grown my business to manage over 10 product lines without the knowledge I have gained through you. Thank you, Susan.



- S.S



Susan, I just had to write a quick note to say THANK YOU! I am so glad I chose you for my organizer. You're the best! Today was awesome! You obviously saw that I needed a lot of help and you stepped up in every way. You are a joy to work with.



- J.H



Case in Point: Lawyer's Office



Many people have disorganized, crowded offices overflowing with paperwork, but not many could match the scene we encountered in one lawyer's office. The firm’s secretary had reached out to us because she was drowning in paperwork and needed help to sort through it all. With so many important and confidential files, it was critical that we were able to organize them in a way that would make files accessible and easy to find while keeping them off of every flat service in the office. Recognizing the space issue, Organiz-ER worked with the firm to develop a three-tiered system of filing in which current files were kept in file cabinets, recent files were kept in a storage closet, and older files were moved to an offsite storage location. Files were then alphabetized, color-coded, and archived in the appropriate location based on established guidelines generated together by the staff and Organiz-ER. Thanks to the financial expertise of Organiz-ER staff, the firm was also able to get rid of unnecessary and redundant paperwork and leave the office with enough space to accommodate files for years to come.