Small Business Success — an Easy Way to Organize Your Paperwork

Roz Andrews
2 min readJun 14, 2018
Photo by stevepb via

Do you dread doing the end-of-year bookkeeping for your small business?

Do you put off the task because you have a disorganized heap of crumpled paper that you know will take a long time to sort out?

It doesn’t have to be like this.

If you take a little time at the beginning of the year to set up your filing system, then spend a few minutes each week organizing your paperwork, the task of completing your end-of-year bookkeeping will be much more manageable.

Set Up a Filing System

To set up your filing system, you will need:

  • a concertina file with twelve pockets, labeled with the months of the year
  • 36 plastic wallet files
  • 36 self-adhesive labels.

For each month, write the following headings on self-adhesive labels:

  • Sales
  • Bank Statements
  • Expenses.

So, for January, you would have three labels:

  • January — Sales
  • January — Bank Statements
  • January — Expenses.



Roz Andrews

Writer, book editor, proofreader & founder of and, moving forward in life, one small step at a time.