It’s the chore on everyone’s to-do list, but somehow we never get around to it: Going paperless.
Whether you’ve been meaning to start moving your household documents to the cloud, or you want to start scanning an automating the paperwork related to your very small business or home office, now is the time!
Every January, I hear so many of my self-employed friends complain about having to dig through receipts and get their records in order before tax time.
So let’s get this done.
Over the years, I’ve figured out ways to make going paperless easier and less intimidating.
We’ll talk about how to tackle a little at a time so you don’t get completely overwhelmed at this big task in front of you.
We’ll figure out what systems will work best for you, and how to put them in place.
I’ll show you how to handle ordinary household documents, like:
<ul><li>House and car records</li>
<li>Tax records</li>
<li>Banking records</li>
<li>Health and medical records</li>
<li>Rental properties</li>
<li>Boats, RVs and other toys</li>
<li>Kids and school records</li>
<li>Pets</li>
<li>Family records like old family photos</li>
</ul>And we’ll work on small business records. For this, we’ll dive into:
<ul><li>Scanning business documents and forms that you use over and over</li>
<li>Tracking receipts and expenses</li>
<li>Tracking income</li>
<li>Deciding when to upgrade to a full accounting system like Quickbooks</li>
</ul>Whether you’re going paperless for your home, office, or both, we’ll pay special attention to:
<ul><li>Password and internet security</li>
<li>Equipment like scanners and shredders</li>
<li>Storing back-ups</li>
<li>Organizing documents so they’re easy to find</li>
<li>Keeping systems in place that will change how you work going forward.</li>
</ul>I made this class for all of you who are still struggling with how to go paperless without losing control of all your important records. Let’s go!

Intro

Project

Key Concepts

Household Records

Getting it Done

Business Documents

Business Expenses

Business Income

Wrapping Up

Household Records Category Checklist.pdf

Blank Household Records Checklist.pdf

Business Document Checklist.pdf

Blank Business Document Checklist.pdf

Going Paperless For Your Household & Home Office

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Going Paperless For Your Household & Home Office

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