Map your sources
List the accounts, sales channels, statements and other records behind your activity. Identify the dates each source covers.
Records organization
Scattered files.
A practical system.
Know what you have, where it belongs and what still needs attention. Build a records system around the accounts and tools you actually use.
Discuss your needs
What the work
looks like.
Give records a home
Create a practical folder and naming structure. Keep original files, working summaries and open questions distinguishable.
Make it repeatable
Use a short monthly checklist, clear file names and simple logs so the next period starts with less searching.
What the scope can include
A clear scope
before we begin.
- A map of your current record sources and coverage
- A folder and naming structure
- Blank sales and expense logs where useful
- A monthly or event closeout checklist
- A written list of missing records and next steps
A few good questions.
Can I use spreadsheets?
Yes. A simple spreadsheet can be part of the routine. We will consider your activity and the tools you already use.
Can you form my LLC?
LLC formation and legal advice are not included. We can organize information for your discussion with an appropriate professional.
Can this help before tax season?
Yes. An account list, source files and a documented question list make a later bookkeeping or tax-preparation review more useful.