RECORDS & DIGITIZATION

Get your records organized, accessible, and easier to manage.

Whether you're dealing with overflowing filing cabinets, years of accumulated paperwork, or digital files that have gotten out of hand, Baldree’s Bookkeeping LLC can help. We create practical filing and record-keeping systems that make it easier to find important information, maintain organized records, and keep paperwork under control.

Our services are customized to your needs, whether you need a one-time cleanup or a complete filing system built from the ground up.

    • Sorting and categorization of existing paperwork

    • Organization of documents into labeled folders, binders, or filing cabinets

    • Customized filing categories and organizational structures

    • Identification of documents that may need further review

    • Recommendations for maintaining the system going forward

    • Scanning of eligible paper documents into digital files

    • Organization of scanned documents into designated folders

    • Consistent file naming and categorization

    • Delivery of digital files in an agreed-upon format

    • Recommendations for maintaining organized digital records

    • Review and organization of existing digital folders and files

    • Creation of a logical folder structure

    • Consistent file naming conventions

    • Sorting of documents into appropriate categories

    • Identification of apparent duplicates for review

    • Recommendations for maintaining organized files

    • A customized physical or digital filing structure

    • Recommended categories and folder labels

    • Document naming and filing guidelines

    • A simple reference guide explaining the system

    • Recommendations for keeping records organized over time

    *Systems will be created with specific customer needs in mind

    *Pricing will be confirmed after discussing scope of project

    • Organization of receipts, invoices, statements, and other financial paperwork

    • Sorting by date, account, category, or other agreed-upon criteria

    • Organized physical files or digital folders

    • Identification of missing or incomplete records for client review

    • A more organized collection of records for personal reference, bookkeeping, or tax preparation

    • Assistance catching up on accumulated filing and document organization

    • Sorting and filing of new or previously unorganized records

    • Maintenance of an established filing structure

    • Periodic organization to help prevent future backlogs

    *Recurring maintenance receives a custom quote based on frequency and workload