Ashley Platt
ashjobfinity
How to organize and maintain financial records
1.Establish a Filing System 2.Use Digital Tools 3.Create a Document Retention Policy 4.Categorize Transactions 5.Regularly Enter Data 6.Reconcile Bank Statements 7.Backup Your Data 8.Perform Regular Reviews 9.Secure and Protect Your Records 10.Seek Professional Help if Needed
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Uploaded on July 14, 2023
Taken on July 29, 2016
How to organize and maintain financial records
1.Establish a Filing System 2.Use Digital Tools 3.Create a Document Retention Policy 4.Categorize Transactions 5.Regularly Enter Data 6.Reconcile Bank Statements 7.Backup Your Data 8.Perform Regular Reviews 9.Secure and Protect Your Records 10.Seek Professional Help if Needed
210
views
0
faves
0
comments
Uploaded on July 14, 2023
Taken on July 29, 2016