• “Our retention schedule hasn’t been updated since the 90s.”
• “We’ve got records in three different closets… and no one knows what’s in them.”
• “We’re not sure what we’re allowed to shred.”

And that’s when Tom leans in and says: “Want to walk through it together?”

At IMFOA, the best conversations aren’t about products—they’re about problems worth solving.

IMFOA Conversations = Real Problems. Real Solutions.

Municipal finance officers are some of the most organized, detail-driven professionals around. But when it comes to document overload, even the best systems can get swamped. Old grant files, audit records, duplicate reports, unlabeled folders—paper piles up in even the best-run offices.

That’s why Tom’s here. Not to add to your to-do list, but to make it lighter. Whether it’s:

• Scanning and indexing years of financial records
• Helping build a retention plan that protects you from audit risk
• Setting up off-site vault storage for overflow
• Or simply providing a secure shred bin so your staff doesn’t have to babysit the office shredder

Tom will help you make it manageable—step by step, with a plan tailored to your office.

Swing by Booth 37—Let’s Talk About What You’re Avoiding

You don’t need to bring your records room with you (please don’t). But if you’ve got questions, concerns, or just a nagging feeling that something needs to be done—stop by and chat with Tom.

He’ll be at Booth 37 with coffee, a few good stories, and maybe even a free mug if you’re lucky.

Not attending IMFOA this week? No problem—email Tom at tom@advantageds3.com and he’ll come to you.

Just don’t be surprised if he opens a filing cabinet and says, “So, what’s going on in here?”

At Advantage Document Scanning & Storage Solutions, we don’t just manage paper—we help people get back their time, their space, and their sanity.