2020 was a challenge but having solid records in place made applying for pandemic relief slightly easier (although still unpleasant). With that experience in mind, this workshop will help you build systems and habits to make the recordkeeping process easier. Whether you are tracking income, expenses, inventory, customers, social media mentions, grant applications, or time, this workshop reviews the pros and cons of various systems and challenges individuals to choose a system that meets their needs.

As part of this workshop, we’ll:
· Identify records to retain for tax purposes and effective systems for tracking expenses and income.
· List criteria for recordkeeping
· Describe pros and cons of various systems
· Identify categories of expenses based on recent tax filing

REGISTRATION NOW OPEN:
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