Financial documents are important, but you don't have to keep every piece of paper in perpetuity, professional organizer Regina Leeds says. For example, you can probably dispose of ATM receipts and monthly bank statements on a fairly regular basis. On the other hand, you should hold on to contractual agreements, property records and other documents that are critical for your business, says Greg Jones, CEO of Bookkeeping Express.
Save or shred: A guide to financial-document management
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