Specialties
Shelly Trimble is a professional organizer and a member of NAPO (National Association for Productivity and Professional Organizers) and AADMM.
Shelly is currently serving on NAPO-WDC's board as Co-Chairman of Membership and is an active member of AADMM (American Association of Daily Money Managers). For Over 15 years, she worked domestically and internationally in the banking industry and held several key leadership positions. These included VP roles as a Private Banker, Branch Manager, and Commercial Lender. Throughout her career organization, implementation, and attention to detail have been essential for supporting her clients. She is well trained in online banking payment systems, digital document and email organization, paper scanning systems (Scansnap products), cloud based storage and retrieval systems (Dropbox), budgeting systems (Quicken and MINT), and productivity applications (Evernote, Last Pass, Wunderlist). Throughout her life, she has always been an organized person with a natural ability to focus on detail.
Having created and analyzed her own budget for over 25 years with the Quicken operating system, Shelly is well versed to help clients do the same. Just Organize It was initially established to help clients with budgeting systems. However, most clients need assistance with office and paper organization before they can begin the budgeting process...
History
Established in 2015.
I originally established my business to assist clients with budget creation and analysis. However, I quickly learned that clients first need help organizing their paper, files, taxes and payments systems. In the last two years, my business has greatly expanded and we offer a vast array of services which include going paperless, Evernote set up and training, daily money management, and tax preparation.
Meet the Business Owner: Shelly T.
For Over 15 years, Shelly worked domestically and internationally in the banking industry and held several key positions. These included leadership roles as a Private Banker, Branch Manager, and Commercial Lender. Throughout her career, organization, implementation, and attention to detail have been essential for supporting her clients.
She is well versed in Quicken, MINT, Evernote, Dropbox, online banking payment systems, paper scanning systems, and cloud based storage and retrieval systems. Throughout her life, she has always been an organized person with a natural ability to focus on detail.
Shelly is excited to help clients to reduce office clutter and to help them develop systems that reduce stress and make document retrieval easy and sustainable.