Dear Risa,
I am writing to express sincere appreciation for the effort and assistance you provided in the area of office organization in my Financial Planning practice. Your ability to listen to what I need translated into creating an organizational structure that fits well here in the office. You were able to discern the office organization areas that needed help, lay out the plan and assist with implementing it. You coached me through some trial-and error efforts and helped streamline the process that resulted in an office system that works for me.
I was also very impressed with the additional work you did that kept me focused and on track to reach my goals of having an organized office environment. These included regular e-mails of follow-up tasks for me to do, recaps of our meetings, providing appropriate supplies, office tools, and organizational suggestions. I ended up with more space and more organization with less effort to handle future tasks! Many thanks!
I would be happy to serve as a reference for your business anytime.
