Professional Organizer San Francisco Bay Area - Custom Living Solutions Professional Organizer San Francisco Bay Area - Custom Living Solutions

  • Home
  • Solutions
    • Productivity Solutions
    • Case Studies
    • Private Productivity & Organizing Programs
    • Evernote Workflow, Customization, and Training
    • FAQ
  • Success Stories
    • Small Offices and Home Offices
    • Commercial Offices
  • Products
    • Evernote at Work eBook
    • Profitable Productivity System
    • Simplified Life Organizing System
  • Speaking
  • About
    • Company Responsibility
    • Get to Know Joshua Zerkel
  • Media
  • Contact
    • Privacy Policy
    • Terms of Use
×

Receipts

Organizing Your Personal Finances: 4 Steps to Getting Control of Your Receipts, Statements, and Bills

Joshua Zerkel • April 9, 2012

One of my top requests as a Professional Organizer is to help clients organize their personal and business finances.

Categories:
  • Paper Management,
  • Tax Preparation
Tags:
  • bills,
  • Organizing,
  • Receipts

4 Steps to Getting Control of Your Receipts, Statements, and Bills

Joshua Zerkel • March 8, 2011

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.

Categories:
  • Paper Management,
  • Tax Preparation
Tags:
  • Filing,
  • Financial Papers,
  • Receipts,
  • Tax Preparation

Organizing Details: What to do with Receipts

Joshua Zerkel • December 28, 2010

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.

Categories:
  • Office,
  • Paper Management
Tags:
  • Finances,
  • Paper Management,
  • Receipts,
  • Recycling

Tax Time… in October? 4 Steps for Trouble-Free Tax Prep

Joshua Zerkel • October 26, 2010

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.

Categories:
  • Planning,
  • Tax Preparation
Tags:
  • Efficiency,
  • Organizing,
  • Planning,
  • Receipts,
  • Taxes

Spare Yourself the Tax-Time Headaches: Set Up an Easy System for Sorting Receipts

Joshua Zerkel • October 12, 2010

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.

Categories:
  • Paper Management,
  • Tax Preparation
Tags:
  • documentation,
  • Efficiency,
  • Paper Management,
  • Receipts,
  • Taxes

4 Steps for Clearing Out Paper Clutter

Joshua Zerkel • August 4, 2010

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.

Categories:
  • Paper Management
Tags:
  • Home Office,
  • Office,
  • Paper,
  • Paperless,
  • Receipts

Organizing Details – What to do with Receipts

Joshua Zerkel • June 17, 2010

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

Categories:
  • Paper Management
Tags:
  • Receipts

Organizing Your Personal Finances

Joshua Zerkel • November 22, 2008

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.

Categories:
  • Paper Management,
  • Productivity
Tags:
  • Budget,
  • Home Office,
  • keeping receipts,
  • Organizing,
  • Paper,
  • Process,
  • Productivity,
  • Receipts

Organizing for Taxes

Joshua Zerkel • November 22, 2008

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.

Categories:
  • Paper Management,
  • Planning,
  • Tax Preparation
Tags:
  • Budget,
  • documentation,
  • keeping receipts,
  • Organizing,
  • Receipts,
  • Tax Preparation,
  • Taxes

Get Our Exclusive FREE Report

Get your copy of "The 7 Must-Have Productivity Systems" to start increasing your productivity and profitability today!

Send Me My Report!

Recent Posts

  • Quick Cleaning and Easy Home Office Organization: Vacuum Edition
  • Tips for Balancing School and Home Business
  • A Happy Team Member is a Productive One
  • Do’s and Don’ts for Filing Your Business Taxes Online
  • Home Office Design Ideas that Work

© 2025 Custom Living Solutions

415-830-6345
San Francisco CA
info@customlivingsolutions.com