ARoundTuit Organizing & Productivity

Question:
Hi Lauren,

Many moons back I contacted you and you very kindly told me that there are places around Atlanta where I could take documents to be shredded. I would like to take a great number of boxes worth.  Could you recommend some places?

But before I can get to that stage, I need to actually get through way too many years worth of bank statements, old bills and credit card statements.  I am afraid I am daunted by the task.  I have probably 40 or … Continue Reading

Here are the three killer questions I ask clients to help them take action against clutter:

Do you need it?

In this category fall the many types of document a business is required to keep for a limited period of time, and some not at all.  Digital files are now acceptable in many instances, which allows you to move the originals off-site, or even destroy them (WHAT?!).  Also in this category are some types of statements and invoices.

Ask a CPA or visit www.irs.gov for the latest on document retention requirements and recommendations for your type … Continue Reading