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Ready to get your files under control? You’re in the right place.

Here’s what to do:

  1. Download and read the PDF workbook. (approx 10 min)
  2. Download and print the PDF worksheets. (approx 2 min)
  3. Watch the video example of Linda’s office. (approx 13 min)
  4. Watch the video with CPA David G. Franco. (approx 13 min)
  5. Gather the supplies. (time varies)
  6. 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



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