Document Retention Guidelines

Record Retention Guidelines

Click Below to Download Printable Copy Download “Record Retention Guideline” Record-Retention-Guidelines-Revised.pdf – Downloaded 79 times – 96 KB Record Retention Guideline *This is only a guideline. Please consult CPA for advice on your specific situation. Keep till warranty expires or can no longer return or exchange Sales Receipts What to keep for 1 month ATM Printouts and discard after balancing your checkbook Utility Bills Credit Card Receipts Other monthly bills…

Simplify Challenge Week 3: Living Area Organization

To celebrate Get Organized Month this month, we are doing a video series to take you through your home and teach you how to organize those spaces.  This week, we focus on organizing your living areas. More Videos To Come… Previous Videos Contact Us Feel Overwhelmed?  We can help. Contact Us Contest Rules To enter, post your before and after photos on Facebook in the comments below the video or…

Simplify Challenge Week 2: Kitchen & Pantry

To celebrate Get Organized Month this month, we are doing a video series to take you through you home and teach you how to organized those spaces.  This week, we focus on organizing your kitchen and pantry. More Videos To Come… Previous Videos Contact Us Feel Overwhelmed?  We can help. Contact Us Contest Rules To enter, post your before and after photos on Facebook in the comments below the video…

Simplify Challenge Week 1: Garage & Laundry Room

To celebrate Get Organized Month this month, we are doing a video series to take you through you home and teach you how to organized those spaces.  This week, we focus on organizing your Garage and Laundry Room More Videos To Come… Previous Videos Contact Us Feel Overwhelmed?  We can help. Contact Us Contest Rules To enter, post your before and after photos on Facebook in the comments below the…

Decluttering the Catch-All Room

You know that room that used to be a child’s bedroom but now you barely recognize it? They left and it became a little of everything – guest bedroom, office, exercise room, craft area. With too many purposes, the room becomes a space that is not functional – a dumping ground where you stash things you don’t know what to do with. Follow these three steps to begin to enjoy…

Creating a Home Inventory

September is National Preparedness Month.  After seeing the recent damage done by Hurricane Harvey and with fires blazing in other parts of the country, it is the perfect time to consider what you would do if you were to face the loss of your home. Insurance experts recommend that you have a home inventory, which is a detailed documentation of your home and its contents.  Here are some simple guidelines…

Clearing Sentimental Clutter

So often we find ourselves storing their children heirlooms and other possessions. Many times no one wants these but there is still a sense that you are responsible for holding on to them.  When is it ok to let them go and what else can these mementos be used for? Make a digital memory book. Simply having a visualization of an item may invoke a particular memory. Without having to…

Organize for Back to School

And just like that, it’s time to get ready for school again. In order to make the transition from summer to back to school here are some ways to stay organized. With these ideas you can find the perfect way to get your kids back in the swing of things for the new school year with the least resistance. Create a Homework Center Using a serving tray or basket and…