How To Organize Small Business Paperwork for Bookkeeping

*Disclosure: I only recommend products I would use myself and all opinions expressed here are my own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Read full privacy policy here.“

Table of Contents

Last Updated on February 4, 2023 by Treana Wunsch

Bookkeeping is the necessary evil of all businesses. It can’t be avoided so the better your systems are, the easier it will be to keep up.

Learning how to organize small business paperwork at the start will make it easier to keep on top of your bookkeeping. It would be best if you had your system sorted out before you launch your business. If you don’t, you may become behind in your bookkeeping and it’s tough to catch up. This could cause your business to have to pay extra in late fees and penalties. It also costs more to do catch-up bookkeeping if you hire a bookkeeper.

For those of you who haven’t discovered paperless bookkeeping yet, I’ve created this easy to follow infographic to show you how to organize your small business bookkeeping documents throughout the year. 

If you’re curious about going paperless, email me at [email protected] or through the contact form to the right and I can introduce you to it. 

Organize bookkeeping paperwork infographic

For those of you still using Excel for your bookkeeping, check out Quickbooks Online! Pursue your passion and let Quickbooks handle your books. It will save you several hours per month.

Let me know how you like this method of keeping track of your important documents! Comment below!

P.S. I also have a checklist. Click below to grab it! 

Please Share

If you find this content helpful…

Buy Me a Coffee

Leave a Reply

Your email address will not be published. Required fields are marked *

Recent Articles

Get your Free Starting a Business Checklist

And stay up to date on new posts and more!

Canadian Small Business Resources

Click below to see my favourite small business tools. They save me loads of time and money!
Dan Richards
Dan Richards
Co-owner | XFE Project Solutions
Read More
Treana has been very flexible, not only with making time for our requirements, but also with the tasks on the ever-changing "to do" list for her. She has also leveraged her experience to connect us with other service providers that we would not have found on our own.
Brandon Mack
Brandon MackOwner | Black Atlas Creative
Read More
Treana did all the legwork for the business plan I was putting together. I started going through the process myself, but figured after about 5 headaches in that it would probably be better to hire someone who knew the ins and outs of putting one together. Glad I did! Saved me tons of time and has everything I needed!

Get 75% off QuickBooks

Stay on top of your finances and save an average of 25 hours per month.
Sign up today.
75% OFF

Ask me anything!

Recent Posts

Products and Services

Need help with your small business bookkeeping tasks?

Fill out the form below to get the FREE checklist

This website uses cookies to ensure you get the best experience possible on our site.