Helpful Tips

Ask our team for a complimentary Document Management Handout that offers a range of tangible benefits to your organization. Stop hoarding receipts, spending time retrieving emails, and start with basic business solutions. 

1. 1. Naming conventions & Email categorization: Helping you store, organize, and efficiently access files and emails. 

1. 2. Cleaning customer, vendor, AP, and AR lists: Organizing and analyzing your payable / receivables for any amounts owed or owing.

1. 3. Invoice tracking process: Manage all of your receipts and images in your cloud drive. Helping you with any CRA audits. 

1. 4. Bookkeeping Summary (DIY template): Input and track your expenses with our free template.