Square It Away provides two major types of services: assistance with managing all aspects of your personal daily finances, known as Daily Money Management; and Professional Organizing, to individuals and small businesses. The services can be combined or provided separately. We are based in Germantown, Maryland and serve all of Montgomery County and some neighboring counties in Maryland and the District of Columbia.

The Daily Money Management aspect of our work is mainly provided to seniors. Our purpose is to help them maintain their independence and simplify their lives by ensuring that their bills are paid timely; duplicate payments, over-billing, unnecessary or unwanted charges and sometimes, even scams are prevented; budgets are created or maintained; and filing systems and storage are either created or refined.

Professional Organizing we provide in the home, may include decluttering and/or organizing specific areas in the home (kitchens, closets, living spaces, etc) or the entire house; it can also include rearranging furniture and/or repurposing existing items. Organizing is performed to for various reasons, including to provide greater safety and accessibility, create order, or to save time and money, or to provide greater functionality and improved appearance. In the office, organizing can create more efficient work surroundings, improve workflow, offer greater comfort and produce a less stressful environment, as well as, fashioning a more professional looking setting.

We go above and beyond, when we can, to meet our clients needs. You'll be glad you chose us.

Insured ▪ Reliable ▪ Professional ▪ Confidential
 

American Association of Daily Money Managers