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EP56: Why You Need a Trapper Keeper® for Your Business Records
Manage episode 228994445 series 2104518
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:
“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.
99 Episoden
Manage episode 228994445 series 2104518
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:
“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.
99 Episoden
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