Preparation and Planning Worksheets

Generational Services Datasheet

One page summary of the Generational Services provided by Astute Back-Office

Personal Information Organizer

Having your wishes and documents in order is a comfort to your self and a gift to your family.

Funeral Planning

Prep sheet for Digital Organization of Financial and Estate Records

Taking care of your management accounts.

Astute Back-Office Presentations on Digital Organization

Digital Organization Primer

Insight into what will Digital Records Management will do for you?  Liberate time by leveraging organization.

Secret to Efficient Digital Organization

Use this secret and your chaos and clutter will evaporate.

Get a personal consultation.

We will take care of your administrative organization and digital record management needs.  For clients with complicated business management needs, we can develop business models to support business strategies and manage uncertainty.