One of my top requests as a Professional Organizer is to help clients organize their personal and business finances.
Organize receipts, bills and statements: gather them in one place, sort them into tax and non-tax categories, create dedicated storage, and track your finances.
Not all receipts are necessary. Learn which to take and which to recycle or reject, and how best to track your expenses for work or tax time.
It’s not too early to start getting organized for taxes due next Spring, here are some ways to make this process move along smoothly.
Having a system for managing receipts and other financial expenses is essential if you are audited, here’s how to prepare by tracking your invoices and receipts.
Reduce the amount of paper coming into your life, weed out the papers already piled up, and consider electronic options before you put more paper in the world.
Receipts – everyone has them, but nobody wants them. As with most things organizing-related, most of us are never really taught what to do with those pesky slips of paper, so they tend to get pretty messy and out of control. Here are a few ideas for how to deal with receipts: Don’t take them…. Read More
You can organize your personal finances easier by gathering up all your bills and receipts, sorting throughout them, finding a permanent place to store them, and tracking incoming financial papers.
When preparing to process your taxes make sure to plan in advance, record your expenses, and keep everything together to ensure a smooth and manageable tax season.