Ready to get your files under control? You’re in the right place.
Here’s what to do:
- Download and read the PDF workbook. (approx 10 min)
- Download and print the PDF worksheets. (approx 2 min)
- Watch the video example of Linda’s office. (approx 13 min)
- Watch the video with CPA David G. Franco. (approx 13 min)
- Gather the supplies. (time varies)
- Go through the workbook step by step. (time varies)
To Download
PDF workbook (10 pages) Download
To Print
PDF Worksheets (2 page) Download
To Gather
- File folders (a lot)
- File labels (if using dark file folders or are reusing files)
- Hanging folders
- Hanging folder labels
- Fine point Sharpie
- Post-it notes
- File boxes
To Watch: Filing at Linda’s
To Watch: Record Keeping with CPA David G. Franco