Organization and Filing

Maintaining a functional work space begins with having an organized system that works for you and your space. 
Even if you think you strive in organized chaos, I assure you that having the proper files, a functional in and out flow, and the basics in place, not only will you sleep better, but you will save time and money.

Now that I have your attention…

 I say this because the main purpose of bookkeeping, and keeping all those business documents, is for income tax purposes. Since these documents will be with you for the next 7 years, let’s make sure they are where you need them, in legible form, and with their supporting documents for WHEN you are audited. 

Notice I didn’t say IF you are audited. This is not a scare tactic, but a reality, a realistic picture of the stress that business owners feel when they are audited who aren’t organized, and don’t have all their proper documentation in place. Should you be audited 2, 3 or 5 years from now, you will feel much more at ease knowing you have everything they are asking for.

Back to the saving money… 

The more organized you are, the cheaper your income tax preparation bill will be. Accountants smile when they know your documents are organized, and that you have all the correct expenses and documents they need to prepare your return. Not to mention the time it takes to find your desk, and organize your documents at the end of the week or month, trying to catch up. 

Time is money, don’t use your revenue building time finding important documents. 

We organize;

  • Filing systems
  • Personal files
  • Personalize folders
  • Banker boxes
  • Home office
  • Office furniture placement

So whether you need us to set up your home office, clean out that filing cabinet that you’ve been using for 5 years, or you just don’t know where to start. 
We come into your home, or office, and get you organized. We’ll bring the knowledge and the tools to get you started on the right foot, giving you back your desk space to enjoy that cup of coffee!
Contact us today. We can help!!