I am finding it impossible to keep all my business stuff organized. Between tax information and keeping all my records it is all a little overwhelming. Where can I go to find ideas of how to keep my business things in order. So when tax time comes I will be able to easily find everything I need. Also, incase of an audit I want to be ready.
I put my own sequence number on the right corner of each document (in bold); scan the documents and maintain a dozen separate electronic folders keeping originals tagged in sequence number order for audit trail. This helps me save a lot of time at the last minute.
Kapsee that is a great Idea. I have never thought about that. Will have to do that especially with important documents. I do have files and a cabniet but sometimes that gets messy and things get lost.
I know I use small plastic containers like a shoe box size. I mark on the outside where I can see it as to what it is, Really works great if you have a pile of things and sort them out.
Filing by the month also is great for reciepts and bills that you might want to keep. This way you can find out each month how things were spent.
Depending on the person you can come up with ideas to do it.
A more sophisticated way is get hold of an inexpensive Document Imaging and Retrieval Software that works on Indexing principles for scanned images storage and retrieval. You may be able to download very basic PC version of such Software for no charge. All you then need is an A4 Scanner that does not cost much.
Kaps
Thanks for the information. I have the scanner.
Could you post a site for the software. Would really like to take a look at it and get some idea what it does, how it works, to find out if it will fit my needs.
