There are several benefits of digitizing documents for small businesses. Learn what this process is and how to do it properly ...

Many clients of mine have told me they have the challenge of organizing their paperwork. In this age of technology you would think that Americans have reduced the amount of paperwork in their lives, ...

The expectation: Your home office space is organized, free of clutter and looks straight out of Instagram. The reality: Mount Everest, but make it paperwork. Who do you call to tame the mess? The ...

If a company is not organized, it is bound to fail. Mistakes in filing paperwork can lead to enormous problems for a company. For example, if a form is misfiled and ...

Did the recent tax season find you drowning in paperwork or inundated by electronic files from your various investment accounts? Take heart—maintaining your tax documentation doesn’t have to be ...

When you start thinking about your money, the key place to start is organization. It's essential that you organize your finances so that you can make informed decisions about the "next money steps".

Health-care reimbursements. Those words are the source of much frustration, dread and procrastination. Many people would choose paying bills, doing their taxes or creating an estate plan over applying ...

Here’s another one of those small things you can knock out of the way before taxes come due: Organizing your financial documents. That doesn’t necessarily mean color-coded folders and an alphabetized ...