Flawless Filing
Updated: Apr 20, 2020
If you aren't sure which documents to keep or for how long, this post is for you! Additionally, I am sharing a link at the bottom of this page that outlines a filing system. The timeline of` created cope with an overwhelming amount of paperwork. This particular client was not interested in a paperless system. I encourage those of you who are comfortable with technology to take the latter approach, as it can save you some major square footage!
https://1drv.ms/w/s!AuXYfJSWsPlNhEvuKCmf_lWNl6hp