Organizing Financial Documents | Free Documents Checklist | Glitch #16

Organizing Financial Documents is boring and tedious. Unfortunately, it's the boring basics that keep us on track. ❓When was the last time you reviewed where and how your business and financial documents are organized?

Category: Business Structure

Why can you expect us to be a broken record on some of the topics and tasks? A few reasons:

It's a fresh start whether it's a new year, a new month, or a new quarter.

We saw too many mistakes around basic responsibilities that we know are easy to procrastinate.

Some tasks are repetitive throughout scheduled times of the year such as every month, every quarter, and every year.

Staying organized with business documents can, sometimes, be like playing a game of hide-and-seek. If you don't know what business documents are vital and why, then you won't know why or when you'll need them.

Based on what we experienced, many business owners didn't know either where they filed their business documents or they didn't know what documents were considered vital.

🎯 Goal: Organize all of your financial documents by labeling them with the name of the document.

Don't let the scanner default with a nondescript file name.

🚧 Actionable item: If you haven't already, download our basic financing document checklist as presented in Glitch #12. Bit.ly/AuroraChecklist

Keep track of contracts, invoices, and other important papers we share in our videos.

The longer you let them pile up, the longer you'll procrastinate on organizing them.

We did these two short videos/podcasts. Switch to 1.5 playback speed to save time.

1. Business Documents at Your Fingertips
   

2. Messy Paperwork is the Business Enemy
   

Find out more about the project: https://auroraconsulting.biz/lets-glitch/

Welcome to the Biz Glitch 366 series where we discuss 366 mistakes that we've made and seen in business over the course of 6 decades collectively.

We'll share a mistake of the day aka GLITCHES. We've organized the 366 glitches into 21 categories. Accounting, Bookkeeping, Branding, Business Growth, Business Operations, Business Structure, Credit Score, Culture, Customer Service, Cyber Security, Financing & Financials, Human Resources (HR), Insurance, Marketing, Mindset, Legal Issues, Outsourcing, Sales, Technology, Training/Education, Website Management

WHO WE ARE:
60+ years combined of owning, running and managing businesses and working with thousands of business owners to understand how business can be fun or it can falter.

Know ahead of time what mistakes to manage and what problems to prevent...BECAUSE THEY HAPPEN!

https://auroraconsulting.biz/lets-meet/

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