Record Retention 101: Organize Your Paperwork Audio Presentation
Written by Lisa Montanaro | October 4, 2009

So many people share that their biggest organizing challenge is paper.  Earlier this year, I gave a teleclass called Record Retention 101: Organize Your Paperwork.  It was well attended and has been one of the most sought-after recordings.  If you are having problems with paper, read on for the details. 

You are not sure what to keep, so you keep, well . . . everything! This creates piles of paper and shoe boxes full of receipts. Does this sound familiar? There is a better way! 

In this 75 minute teleclass, Certified Professional Organizer Lisa Montanaro reveals the steps involved in setting up a Record Retention Policy for your home or home-based business. Discover what to keep and for how long, and learn paper management systems to store and retrieve documents for future use.  Get tips on what papers are needed to support tax deductions.  Whether you use an accountant, do your taxes yourself from scratch, or use tax preparation software, this teleclass will help you slay the paper beast for tax season and the whole year through.

Investment: $25 – Bonus! Includes a comprehensive handout and a free subscription to the DECIDE to be Organized monthly ezine.

Click here to go to the order page!

Meet the Author

Helping others be the best versions of themselves gets me jazzed!

I’ve worn many hats in my lifetime—often at the same time—while enjoying fulfilling careers. I’ve been a performer, teacher, sign language instructor, lawyer, career counselor, law professor, coach, consultant, mediator, entrepreneur, speaker, trainer, writer, and author. 

I’m an eternal optimist and life-long learner, constantly researching ways to improve personal and professional effectiveness. And it brings me great joy to then pass on the results of that persistent curiosity to my clients and audiences. 

Of all the career hats I’ve been privileged to wear, my favorite is owner of this business since 2002. Why? Because it provides me the opportunity to work with wonderful organizational and individual clients. On any given day, I get to connect deeply with audiences, work with dedicated teams, improve workplaces, watch clients have a-ha moments, and know I’ve made a difference in their lives and careers. And that is very satisfying.