“As the owner and managing attorney of a boutique estate planning practice, I spend a fair amount of my day doing back office work and trying to get organized. This is not what I love to do. I was spinning my wheels, frustrated and stressed out because I was not being efficient or productive with my time and I would get stuck like a deer in headlights due to the overwhelming mountain of tasks that I knew needed to be completed, but I didn’t know where or how to start chipping away at them. This took time away from what I love to do, which is to help my clients. In short, I was stuck.

6 months ago I started working with Carrie Adelstein (The Idea Girl). She kept me accountable and helped me get organized by identifying my processes from the initial intake to the final delivery of the work product, and helped me identify what could and should  be delegated. There is absolutely no way I would have done this, nor would I have dedicated time each week to do so without her guidance. This process created more time to focus on what I do best and will ultimately allow me to scale my business because the systems are now in place!

I will never forget the moment when I was meeting a friend one evening after a client meeting and I had the epiphany that although I was not working in that very moment, my office was still running smoothly, and that is 100% a product of Carrie’s consulting.

She helped unearth me from the mountain of tasks and create a practice that operates more efficiently and intuitively for my clients and the amount of stress this has relieved is unbelievable. She helped me move my business into the practice I love.

If you are looking to run a business that you love, the way you love to work, Carrie can help you identify your pain points, create systems, and, more importantly, help you implement them in a way that works for you.”