Share:

As a business owner, you know keeping records of your sales, expenses, labor, and inventory can make all the difference in your success. However, these files can often go missing or get destroyed. Working with an experienced bookkeeping professional can help you keep your records safe and up to date.

Below, the expert financial consultant Lina Shiraiwa CPA, PS Inc. offers some advice to help you start this process:

  • Create a Good Filing System: If you prefer to keep hard copies of your records, it’s important to have a good filing system in place. Create a file for every category, from inventory to payroll, and fill them with the right hard copies. Instead of waiting to file everything, try to stay on top of your filing and put everything where it needs to go as soon as you receive the document. This bookkeeping method will reduce the risk of papers going missing.
  • Go Digital: Digital records are much easier to keep track of, and many business owners love this streamlined organization method. You can scan in old records and arrange everything into electronic files. And even more, you’ll be able to send these files to your bookkeeping team via email.
  • Create a Backup of Digital Files: If your computer dies, all those files you stored on the hard drive might be lost. Rather than running the risk of losing all those valuable documents, create a backup of your entire system. Update this system backup every month or so to ensure you have everything you need, should your computer crash.
  • Ask for Help: If you’re unsure of how to best keep yourBookkeeping business records safe, don’t be afraid to ask for help. Experienced bookkeepers are familiar with the needs of both small and large business operations. Rather than struggling to keep track of all of your records, enlist the help of a CPA or payroll expert to take some of the stress off of your already busy schedule.

Let Linda M. Shiraiwa CPA, PS Inc. help you manage your records. Visit the firm’s website today for more information, or call (253) 858-6030 to schedule an appointment for your free consultation.

tracking