• Administrative Services
    • Brief List of Recurring Admin Services
    • Social Media Marketing and Online PPC Services
    • Bookkeeping Services
    • Account Receivable and Payable Services
    • Procedure Evaluations and Refinement Services
    • Virtual Admin Consults
    • Website Help and Maintenance Service
    • Testimonials
  • Tips for
    • Administrative Support
    • Bookkeeping Tips
      • Payroll
      • QuickBooks Online Tips
    • Business Success
    • Business Gift Ideas
    • Inspiration
    • Leadership
    • Marketing
      • Blogging Tips
      • Social Media Marketing
      • Website
    • Organizing
      • Computer Organization
        • Digital File Organization
      • Office Organization
      • Paper Management
    • Procedures
    • Productivity
    • Protecting Privacy
  • Cookies and Policies
    • Disclosure Policies and Cookies
    • Small Business Resources
    • Write for Us
  • Home Organizing Blog
  • About Me

Sabrina's Admin Services

Marketing ~ Bookkeeping ~ Organizing

You are here: Home / Business / Organizing / Paper Management / 8 Important Documents Every Small Business Owner Needs to Find Easily

8 Important Documents Every Small Business Owner Needs to Find Easily

August 29, 2018 By Sabrina Quairoli Visit our "Disclosure Policy and Cookies" Page. Our blog earns income from ads. This post may contain affiliate links. As an Amazon Associate, I earn from qualifying purchases.

8 Important Documents Every Small Business Owner Needs to Find Easily

Let me ask you this question, do you know where all your important documents are? If you don’t, check out the important personal documents post I wrote on Sabrina’s Organizing. These relevant documents should be placed in a fireproof safe place. Remember, that you have valuable records for your small business as well. These documents must also have a place in your safe.

Here is a list of 8 important documents every small business owner needs to find easily:

  1. All payroll related documents (Log in and Passwords, Account numbers and Quarterly, Yearly reports, and Payments): When compiling your login and passwords, be sure to include account numbers and website addresses.  Using spreadsheet software like Microsoft Excel is a great place start. Be sure to password protect your file. Create a password that doesn’t relate to any of your payroll passwords.

  2. Corporation paperwork and seal – This usually comes in a packet of legal papers your lawyer may have given you. Making sure all these papers are together is critical if you need to update new members of the board.

  3. Employee personnel files – This would include quite sensitive information.  Keep this in a safe / locked cabinet organized in ABC by the employee.  It makes it easy to update if you have an established system for your employee files.

  4. Checkbook and any financial statements – All your checking and credit card account statements should be stored in the same place.  Keeping the extra checks and other preprinted deposit slips in a space where people can’t see it will save yours from any account theft.

  5. Insurance documentation and policy packets – Liability documents, auto insurance, and other essential documents should always be placed together and stored away.  It doesn’t need to be in the filing cabinet near your desk. Saving them in a fireproof locked cabinet works fine.

  6. Petty Cash on hand and tracking sheets – A lockbox stored inside of the desk drawer works well for petty cash.

  7. Online Log in Information and Passwords: Setting up a password app or create a paper copy of your passwords works fine, as long as you update the information regularly.  You probably have many passwords as a business owner.  So, please write them down and keep the list safe.  You don’t need to keep it in your head all the time.

  8. Accounts Receivable and Accounts Payable documents – This information is usually sensitive information about your clients.  Keeping this safe with a separate password for each software file you use is an excellent way to protect your client’s data.  If you use client credit card information, you may want to keep it in a secure filing cabinet away from prying eyes.

TIP: Be sure to tell at least one other person where these documents are so if you can’t get to them, they will be able to find them.

One major benefit of having these important documents organized and stored in a safe place is the peace of mind knowing where everything is in the case of an emergency.

It also helps to protect you and your clients’ privacy. No one wants to have to deal with a breach.  And, no one wants to tell their client about a breach of security.

I hope you take the time to gather these documents and store them properly to help you keep track of your important documents.  Here is a free checklist below you can print as a reminder.

Below are posts that talk about what are the important documents to keep in your small business.

What kind of records should I keep

Organizing Your Important Documents

And, don’t forget to read more about paper management on our blog.

 

Important Documents to Keep Organized in Your Small Business


Please note these are affiliate links through Amazon, and at no additional cost to you, I will earn affiliate fees if you decide to make a purchase.

 

8 Important Documents Every Small Business Owner Needs to Find Easily

(Visited 5,995 times, 1 visits today)

If you like this post, feel free to read these posts below.

Filed Under: Business, Paper Management Tagged With: Documents, Files, Office, Papers, Tips

About Sabrina Quairoli

I love to help small business owners make their work and home life more organized and effective to speed up actions and minimize costs. I own and write for Sabrina's Admin Services and Sabrina's Organizing Blogs.

Engage with Us on Social Media

  • Bloglovin
  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • RSS
  • Twitter
  • YouTube

Visit our list of services to help your business!

Sabrinas Admin Services-Helping Take the Busy Out of Your Day

Want to receive the Admin Newsletter?

Subscribe to our mailing list

* indicates required
Small Business Owners

Looking for tips on a particular topic? Write the keyword here.

Or Search by Categories

Amazon Disclosure

Sabrina’s Admin Services blog is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com.

VISIT OUR MOST POPULAR SMALL BUSINESS POSTS

  • 6 Tips for Keeping Effective Filing Systems in the Office
  • Important Tips to Organize Office Files – So…
  • Microsoft OneNote Notebooks Tips for your small business
  • Simple Tips to Organize Your Invoice Process
  • How To Make Your Budget More Effective
  • 8 Important Documents Every Small Business Owner…
  • How To Remember Tasks At Work
  • 7 Important Examples of Small Business Paperwork Systems
  • How To Organize Employee Records in Your Small Business
  • 6 Awesome Inspired Movies for Women Entrepreneurs
Advertisements
Grammarly Writing SupportShop Calendars.com Now!

Have You Visited Our Home Organizing Blog Today?

Sabrina's Organizing Blog

Customized Google Search from Sabrina’s Admin Services and other experts


Want to get notified of new Blog posts?

Subscribe to our blog only

* indicates required

Privacy Statement and Opt-Out Option

To better serve our visitors, our site collects visitors’ activities on our site. We only use this data for making our content better and more relevant to our visitors. If you wish to opt-out of us collecting your information, please click on this link.

SabrinasAdminServices instagram page

Membership and Blogger Groups

Official PayPal Seal


Featured on Hometalk.com Professional Organizers Blog Carnival

Welcome! Thanks for stopping by my blog.

I love to help small business owners make their work and home life more organized and effective to speed up actions and minimize costs. I own and write for Sabrina's Admin Services and Sabrina's Organizing Blogs. Feel free to read more about me...

Copyright © 2011 - © 2019 Sabrina's Admin Services Blog and website content by Sabrina Morresi-Quairoli is licensed under a Creative Commons Attribution-NoDerivs 3.0 Unported License. Based on a work at Sabrina’s Admin Services blog, website, and newsletters. Permissions beyond the scope of this license may be available at contact page. Site Map Connect With Us On Facebook