You are not sure what to keep, so you keep, well . . . everything! This creates piles of paper and shoe boxes full of receipts. Does this sound familiar? There is a better way!

In this 75 minute audio presentation, Certified Professional Organizer Lisa Montanaro reveals the steps involved in setting up a Record Retention Policy for your home or home-based business.

Discover what to keep and for how long, and learn paper management systems to store and retrieve documents for future use.

Get tips on what papers are needed to support tax deductions.

Whether you use an accountant, do your taxes yourself from scratch, or use tax preparation software, this recording will help you slay the paper beast for tax season and the whole year through.

Price: $25 – Bonus! Includes handout and a free monthly subscription to the Create Your Purpose, Live Your Passion ezine.

“I really liked your audio program, “Record Retention 101: Organize Your Paperwork”.  As a professional organizer, I got out of it exactly what I needed: validation of things I already knew and learned some more clear-cut ‘clarity’ on some of your explanation of retention guidelines. You present in a very straight-forward, easy-to-learn/understand way.  Nice job!” ~ Linda English, www.orgwithease.com

 

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About Lisa Montanaro

Lisa Montanaro is a Productivity Consultant, Success Coach, Business Strategist, Speaker and Author who helps people live successful and passionate lives, and enjoy productive and profitable businesses. To receive her free Toolkit, Achieve Powerhouse Success with Purpose, Passion & Productivity, visit www.LisaMontanaro.com/toolkit. Lisa is the author of "The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life" published by Peter Pauper Press. Through her work, Lisa helps people deal with the issues that block personal and professional change and growth. To explore how Lisa can help you be purposeful, passionate and productive, contact Lisa at (530) 302-5306 or by e-mail at Lisa@LisaMontanaro.com.