Organize Accounting Docs by Vendor

I’m sitting on a growing pile of accounting paperwork and mixed-format files that now need professional attention. My receipts, invoices, credit-card statements, and assorted bank information live partly in folders on my desk and partly across cloud drives and email attachments.

Here’s what I need from you:
• Bring every document—physical or digital—into one streamlined system.
• File each item strictly by vendor name, applying a clear, consistent naming convention so I can pull up any supplier’s history in seconds.
• For the paper items, digitize or at least index them so their details sit alongside the electronic files.
• Return a clean folder structure (or single database, if you prefer) plus a quick reference guide that shows where everything lives.

I work with small-business-friendly tools, so whether you rely on Excel, Google Drive, Dropbox, or another mainstream solution is up to you—just make sure it’s easy for me to maintain afterwards. Accuracy, confidentiality, and a fast turnaround are essential. If you have questions about my current layout or preferred software, let’s talk before you begin so the finished archive arrives exactly the way I need it.