Bobert....I usually don't give unsolicited advice but I buy a new twelve month file every January at Office Depot and put everything ( receipts, documents, deposit slips, canceled checks, monthly statements, bills)into it each month. Then at the end of the year, I sort it all into business expenses, health care, entertainment, etc., etc. and total it all up and give it to my accountant, who plugs in the numbers on my tax return...

At the office I take all my invoices, and everything else but case file materials and three hole punch them and put them into
notebooks marked with insurance, companies, contracts, correspondence, etc. accfording to date received. Then I can retreive them easily if I need to check numbers.

Just two organizing ideas that work for me....