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Using Technology to Get Organized and Stay Organized

Man in file roomKeeping financial documents organized and archived can be a chore. However, when staying organized becomes a routine and you provide yourself with the proper tools, staying organized can be easier than you think. On top of that, keeping your financial documents in order can really pay off. This month we are going to share with you some ideas, techniques and tools that will help you get organized and, with a little work, stay that way.

Use the cloud.
Using a web based storage service is a great way to securely store your documents so that they are always accessible to you. Uploading your documents and records is quick and easy with the added benefit that since your items are stored in the cloud, you don’t need to worry about losing them. Choosing the cloud service that is best for you is the first step towards digitizing your financial life and getting organized.

Create A Routine.
It would be nice if we had the time to scan and upload all of our documents as we receive them, but that’s not always the reality.

Scan it. Get the right tools.
There are many great tools out there for transferring hard copies of documents to digital.  
From simply utilizing your smartphone’s camera to desktop scanners to specialized document scanners that will upload your documents straight to the cloud, depending on your needs there are tools available that will suit them. The best thing to do is start simple and as your needs become clear you can seek out the right equipment.

Make Your Calendar Work for You.
All the gadgets and web storage in the world aren’t going to do you any good if you don’t
utilize them. Keep all receipts in a folder and mark your calendar for daily, weekly or monthly scanning depending on your needs. Once they are uploaded you can file them away and access them on the cloud.

Shred It, and Remove Clutter
All the gadgets and web storage in the world aren’t going to do you any good if you don’t
utilize them. Keep all receipts in a folder and mark your calendar for daily, weekly or monthly scanning depending on your needs. Once they are uploaded you can file them away and access them on the cloud.
 
It’s easier than you think to get organized and to stay organized. It just takes a little due diligence. The payoff is that your tax deductions will be easy to identify and refer to when needed, your finances will be clear and easy to refer to making it clear where your money is, where it’s going and how you can keep more of it, and you won’t waste valuable time and energy searching for any of it.

Do you have the support you need to manage your small business bookkeeping? Schedule a 30-minute appointment to speak with a local small business adviser.

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