Guidelines for Organizing Your Business Finances

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Tips on organizing your financial records.

Get Organized Month Presentation by Gayle Goddard of www.clutterfairyhouston.com
courtesy of NAPO Houston
January 19, 2012

Published in: Business, Self Improvement
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Guidelines for Organizing Your Business Finances

  1. 1. Keep It Lean, Clean, and Up-to-date!
  2. 2.  Professional organizer and owner of The Clutter Fairy in Houston, Texas President of NAPO Houston 2011–2012 Certified Professional Organizer®www.clutterfairyhouston.com713-816-9505
  3. 3. Introduction:Why We DON’TOrganize We hate doing it. We don’t know what we’re doing. It steals time from ―real work.‖ It doesn’t earn us any money!
  4. 4. Why We SHOULD! Real-time financial data improves decision-making and profitability. Consistent systems create opportunities to delegate work. Organizing throughout the year will reduce pain and effort at tax time.
  5. 5. 12. Keep your personal and business finances separate.
  6. 6. 11. Decide who will handle your recordkeeping.
  7. 7. 10. Centralize your collection process.
  8. 8. 9. Design a simple, easy bill-paying system.
  9. 9. 8. Create a routine—and stick to it!
  10. 10. 7. Keep a record of everything business related—or create one.
  11. 11. 6. You’ll have to create some supporting records from scratch.
  12. 12. 5. The IRS is okay with scanned or other electronic records.
  13. 13. 4. If you’re overwhelmed or far behind, take baby steps to get organized.
  14. 14. 3. Time is of the essence.
  15. 15. 2. You don’t have to keep everything forever.
  16. 16. Options forShreddingBesides your micro shredder at home! Fast and easy: At Office Depot, Office Max, or Staples, pay 65¢ per lb. to shred. Great for large volume: Professional Shredding Companies will come to your location for a fee. Cheapest, but labor intensive: Invest in a large cross-cut shredder, but be prepared to spend lots of time.
  17. 17. Free Shredding in JanuaryFor GO Month, NAPO Houston hostsa Get Organized event at IKEA onSaturday, January 28, 2012, from 10a.m. to 4 p.m.  Up to 6 boxes shredded for free  Drop off electronics recycling  Drop off any old junk
  18. 18. 1. If you are in over your head, seek the help of professionals.
  19. 19.  NAPO Houston www.napohouston.com Find a Houston-area professional organizer by name, ZIP code, or field of specialization. National Association of Professional Organizers www.napo.net Find a professional organizer outside the Houston area.

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