Here are five easy steps in creating a simple financial recordkeeping system: Capture, Check, Record, Review, Act:
1. CAPTURE the information. If it isn't there, it doesn't exist. As you start your practice, get in the habit of capturing everything, so it becomes automatic. Just be sure everything you capture includes a description of the item, the amount, and the date.
2. CHECK. Every two weeks, spend an hour going through everything and checking it.
3.RECORD. Recording means putting your financial information into u