Business Folders and Files Organization

A folder and file hierarchy (paper or electronic) is a foundation to being business-organized.

For an existing business folders and files could include:
  • Business Organization Docs
    • EIN Form
    • State Tax ID
    • Articles of Incorporation
    • Merchant Account setup forms
  • Sales & Revenue Documents
    • Bill - invoices - statements
    • Credit card statements
  • Expense Reports
    • Purchase receipts (send email receipt directly from Gmail to Drive)
    • Smartphone snapshots of odometer (drive to work)
  • Marketing Files
    • Logos - images
    • Email templates
    • Website backup files

Training


Artlices

Also See