Each year, we need to go through paperwork and create some order so we can give it to our accountant, right. We may have to go through piles and piles of neglected papers and receipts to find those tax deductible gold copies that will help us. We all gather these receipts each year, but we don't have to spend a lot of time doing this task. I swear we don't have to spend a lot of time at all. Here are my favorite tips to help be better prepared for the end of year business … [Read more...]
Small Business Paper Management Tips Archive Page
Welcome to our Small Business Paper Management Tips Archive Page to help you and your business streamline processes. Read the archive posts for tips to use in your business.
Tips On How Long I Should Keep Business Records
How long do you keep your business files? Do you keep them forever or do you get rid of them after a certain length of time? Keeping files for a business is different from keeping your personal files. There are many different types of files that need to be kept at different lengths of time. Over the years small business owners have asked me these questions. To be honest, the IRS doesn't have a clear, across the board answer to this question so here is what I suggest. If you wish to visit the … [Read more...]
New Year Goals
Welcome to the new year! Can't believe the holidays are over and we are starting back to work to focus on this year's goals. This year, I have decided to rotate through several topics. Here is a list of topics (New Year Goals) I plan on visiting throughout the year. Bookkeeping/Money Management - these posts will involve tips about QuickBooks or Quicken and other ways to save money in your small business. Office desk organizing - These posts will be about ways to declutter and determine … [Read more...]
7 Best Containers For Your Home Office
Keeping your home office organized is very important. Even if you have another office and split your time with your home office, both workspaces need to be as organized as possible. This way, if you are working in one office and need to work at your home office, you will be able to transition to the other space easily and be more productive. To do that, you need to have the best containers for your home office to hold the necessary papers and supplies. Here are examples of the seven best … [Read more...]
Important Tips to Organize Office Files – So Anyone Can Find Them
With small business offices, there are usually one or two people who know how the office files are organized. Which results in those people being interrupted several times throughout the day with questions on where paper files are in the archives. And when that person who knows the organize office files information leaves or they work part-time, there can be major upset and upheaval with office productivity. Ask yourself these questions: Will the new part-timers know where everything is? What … [Read more...]
5 Steps to Create an Organized Home Office
Is this year's goal to get your business organized? Wouldn't you love an organized home office? A space that is just for your business. A space that you can do your work, your bills, and be able to research with minimal distractions. Ah, doesn’t that sound lovely? Well, I am here to tell you that it IS possible to do this. Here are five steps to create an organized home office that is also hidden when you are not working. First, find a place in the corner of your home that is out-of-the-way. … [Read more...]
Simple Tips to Organize Your Invoice Process
Recently, I was working with a client helping her set up an invoice system to speed up the invoice process she needed to do each month and dreaded it so much. She would procrastinate for days. This client has about 15 recurring clients that she was necessary to bill random work hours at different rates from the previous month. She would write all her invoices by hand and then write the envelope by hand. It would take her hours, maybe even days to do all the invoices. We had an initial … [Read more...]