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Record Keeping

The bane of all small businesses operations, particularly one person businesses is record keeping and bookkeeping.  A very simple method and easy to use is having a Receipt Box.  Place it somewhere handy.

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With every transaction, make sure you get a receipt whether it is taking a client  for lunch,  taking a cab, buying a stamp or picking up some minor office supplies. Get a receipt and when you get back in your office, drop the receipt in the Receipt Box.  Once a week, or every two weeks or once a month, empty the box, sort them into categories, (Gasoline, Office Supplies, Coffee & Snacks,etc), total them up, write the total on the top receipt, staple them together and drop them in a file folder. At the end of the month, total up the categories and enter them in an Excel spreadsheet. 

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At the end of the year you have a nice tidy monthly summary that you can hand to your accountant. No searching through credit card statements, no scratching your head over a shoe box full of receipts. Simple. 

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Downloadable PDF Monthly Expense spreadsheet for small and home business.

 

Bookmarking Important Websites

A very simple and easy to use method of keeping track of important website addresses is a system I have devised that is more efficient than using the bookmark system provided by the browsers.  Create a new document in Word, give it a title: "My Bookmarks" for example and save it to Desktop. Each time you find a website you want to to revisit, copy the URL and paste it on to your "My Bookmark" page. 

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You can create headings and subheadings for ease of use. I have used this method for years and find it a much simpler way of keep track of websites I want to revisit.

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You can also create a Folder and save it to Desktop and create a World page for each category of website you want to go back to and save it to that folder. An example of one of my pages is as follows.

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Sample Bookmarking Pages for URLs.

Address:

1875 Bellevue Avenue

West Vancouver, BC

V7V 1B3 Canada

Call

T: 1 778 389-5866

P: 1 778 689-2678 

© 2013

You N Me Productions Corp

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