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    Expansive... Artsand crafts's Avatar
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    Quote Originally Posted by 5 Little Monkeys View Post
    I am soooo old school LOL. I have all my policies and contract online and send those to the parents to read before we meet but than I have all my forms printed out and they sign them and I put those into folders. When they leave, I give them all their info back except for my copy of the contract.

    I keep all my receipts in envelopes and 3-4x a year I add them all up and at the end of the year I add up those 3-4 totals to get my grand total for each area. Then I give all that to my tax preparer and she does my taxes for me.
    I do the same and so far has worked fine. The only differences is I that file my own income taxes and that I give receipts to parents for every payment and I keep a carbon copy of all payments and at year end I add all the income. I am currently using excel only for tracking attendance and for my assistant's payroll, but next year I am planning on stop using the carbon copies and add parents payments to my excel program (to be more efficient). I will still keep children information/forms in paper. My policies and related info are in my webpage and accessible to clients only.

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