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OrganizationManSullivan.com
Since 1990
“Making Order From Disorder At Home And office”
Specializing in Bookkeeping, Finances, Investments, Research, Editing, Strategic Planning

Terry Sullivan has done bookkeeping and organizational work for private clients in Sarasota since December of 1990 and is noted for his honesty, integrity, discretion, professionalism and exceptional organizational skills.  He bridges the gap between a “shoebox full of tax records” and the accountability needed for the CPA to execute the actual returns.  He helps people manage their financial lives and household budgets, plan for a more secure future, and is a valued and trusted advisor to clients in a broad range of areas.  Almost all Terry’s clients have come through personal recommendations.  Terry can work in your home or office, or at his own office.
              
     Free 30 minute consultation. Rates start at $ 25.00 per hour. Will travel to location at no extra charge.

Bookkeeping                                              

- Banking transactions                                              
- Checkbook balancing                                            
- Bank statement reconciliation                                     
- Payment of bills                                                        
- Establish filing systems for document retention, as well as organizing existing paid bill, investment and tax files
- Monitoring of medical claims and insurance paperwork
- Scheduling and coordinating meetings, appointments, and travel arrangements                         
- Preparation of tax work papers for accountants           
- Personal and business correspondence

                    

Editing


- Experienced in editing article-length manuscripts; longer manuscripts would only pose the further challenge of greater time spent at the task.


Strategic Planning


- A broad range of knowledge and wide latitude of experience make me well suited to helping shape strategic planning for home and business.


Investments

Analyze investment portfolios for expenses, risks, holdings overlap, category allocations, market capitalizations, managerial stability, and total return potential.


Finances

Analyze personal, household, and home business expenditures for more efficient use of cash flows.


Research

Experienced in delving through old records for locating specific information and making conjectural
reconstructions of missing material.
A personal library of over 4,000 books is a powerful research tool.