In Need of a Good Filing System?
A filing system is necessary for quickly finding records. You may wish to divide your filing system into major divisions. These might include:
Accounts Payable
Accounts Receivable
Bank Statements and cancelled checks (for up to 4 years as required by the IRS)
Customers / Contracts
Copies of all tax returns
Correspondence
Credit card receipts and Statements
Employee records
Equipment and/or Tools
Financial Statements
Insurance
Inventory
Job Files
Month-end reconciliations
Office Expenses
Proposals / Bids / Estimates
Vendors