Record Retention & Simple Digitizing Solutions
Stay Organized, Ditch the Clutter, and Keep What Matters
Let’s be honest, paperwork piles up faster than we can blink. Whether it’s receipts crammed in glove boxes, old invoices buried in filing cabinets, or that mysterious folder labeled “Tax Stuff” from who-knows-when, it’s no wonder recordkeeping can feel like a never-ending chore. If you’ve ever asked yourself, “Do I really need to keep this?” or “How long should I hang onto these receipts?”, you’re definitely not alone.
Record Retention & Simple Digitizing Solutions is the class you didn’t know you needed, until now. It’s designed to be your judgment-free guide to figuring out what paperwork actually matters, what you can safely toss, and how to set up simple systems that make your life easier. No tech wizardry required, no spreadsheet acrobatics, and absolutely no shame if your current filing system involves shoeboxes and a little bit of hope.
We’ll start with the basics: what to keep and how long to keep it. Spoiler alert, not everything needs to be kept forever. You’ll learn the difference between personal and business records, short-term and long-term retention, and which documents might come back to haunt you (and which won’t). You’ll get a handy cheat sheet to take home so you can stop second-guessing every time you clean out a drawer.
Next, we’ll explore how to ditch the paper piles without ditching your sanity. Digitizing your records doesn’t have to be expensive or overwhelming. We’ll show you how to use tools you probably already have, like your phone, to scan, store, and organize your documents in a way that actually works for you. Whether you’re using Dropbox, Google Drive, iCloud, or keeping things simple with an external hard drive, we’ll cover what to look for in a system that’s both secure and easy to maintain.
Prefer paper? No problem. This class isn’t about forcing you to go fully digital, it’s about helping you create a system that fits your style and lifestyle. We’ll share ideas for low-fuss filing, color-coded tricks, and paper management routines that don’t require a full-time filing clerk. Staying organized shouldn’t feel like a second job.
We’ll also cover compliance, in plain English. If you run a small business, do freelance work, or just want to be extra prepared for tax season, you’ll walk away with clear guidelines on what records to keep for financial, legal, and peace-of-mind purposes. And yes, we’ll explain what counts as a legitimate receipt and how to handle those annoying “proof of payment” moments when apps and banks fall short.
By the end of this class, you’ll feel more confident in your ability to manage records without the stress. No more frantic searches during tax time. No more cluttered cabinets or lost documents. Just a clear plan, a few easy tools, and a lot less paper weighing you down.
In this class, you’ll learn:
• What to keep and what to toss, with confidence
• Retention rules for personal, business, and tax-related documents
• Simple scanning and organizing tools, even if you’re not techy
• Affordable digitizing options you can start using today
• How to build a recordkeeping system that actually fits you
• Peace-of-mind strategies for audits, taxes, and unexpected curveballs
This is not your typical “paperwork” class. It’s relaxed and filled with real-life examples, smart tips, and plenty of time to ask questions. Whether you’re cleaning out your office, prepping for tax season, or just tired of feeling behind, this class will give you the tools and confidence to tackle your records once and for all.
Join us and finally get your documents under control, with a smile.
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