The Fast Way to Keep Business Receipts Organized (Without Extra Apps or Overwhelm)
Establish Yourself® Podcast | Episode 59
What if it took less than a minute to keep your receipts organized, even when you’re on the go?
As a brand strategist who used to break into a sweat at the word “bookkeeping,” I know how quickly tax-time dread can sneak up on you—especially when receipts are hiding in purses, inboxes, and glove compartments.
And for so many coaches and consultants, the problem isn’t knowing you need to keep and file receipts. It’s finding a simple, no-brainer way to do it that doesn’t require being an accountant (or hiring one).
That’s why I’m sharing the exact two-step system I’ve used for years to keep business receipts organized—without any fancy software or mental gymnastics.
Simply: If you have a phone and an email address, you can swipe my system!
How I Put Receipt Filing on “Almost” Autopilot
In the early years of my business, receipts felt like chaos. I’d hear “Save your receipts!” and freeze. Did that mean folders? A scanner? Some app I’d never remember to open?
What I really wanted was a way to stay organized without having to think about it.
That’s exactly what I created:
📲 A ridiculously simple phone album hack to keep paper receipts in one tidy place
📧 A clever email-forwarding system that auto-files digital receipts without clogging your inbox
These two systems have helped me:
Ditch paper clutter without needing a scanner
Find receipts in seconds when tax season rolls around
Free up my mental space for bigger (and more fun) business decisions
Stay compliant without ever opening an accounting app
And in this minisode of Establish Yourself® podcast, I walk you through how to set them up in minutes—so you can stop dreading the financial side of your business.
Ready to Feel More Organized at Tax Time (Without New Software)?
If you’re the kind of business owner who knows they need systems—but doesn't want more tech to manage—this episode is your permission slip to simplify.
🎧 Listen to get your receipts in order without breaking a sweat!👇
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