Whether you’re a small business owner, a coach, or a practitioner who operates as a sole proprietor, or maybe you have a limited liability company or S corporation, you want to make sure that you’re organizing your business records.

I know business record-keeping isn’t everyone’s favorite thing to talk about - or do. However, getting your records organized not only helps you on the business front to have a clutter-free office, but it can energetically up-level your business, too. For this episode, you’ll learn 6 types of business records that you need to keep, how long you need to keep them, and what can happen if you don’t.

 

In this episode Lisa shares:

• Why you need a Trapper Keeper® or other binder for your business documents
• Why you should have both hard copies and online versions of key documents
• Top 2 tips for business document organization
• 6 types of biz documents to organize and keep
• What can happen if you DON’T keep any of these documents
• Why Lisa aligns getting your business documents organized with the root chakra

Freebie:Download Episode 56 Tip Sheet“Top 10 Questions to Ask When Hiring an Accountant”

 

Resources:Easy Legal Steps - download the first book chapter free!

Episode 40 —5 Money-Saving, Year-End Tax Tips

Episode 3 —Do I Need to Register My Business?

Episode 6 —When Do I Need an LLC?

Episode 13 —What’s an S-Corp & When Do You Need It?

 

Mentions:

Trapper Keeper®

Marie Kondo

Macbook Pro

“18% of Small Businesses Don’t Use Accounting Software”Trapper Keeper® is a registered trademark of ACCO Brands Corporation. Mead® is registered trademarks of ACCO Brands Direct.