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Preparing Documents for your Gestoría

What to send every month/quarter.

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  1. 1

    Document types

    Preview

    Invoices, receipts, contracts and proofs.

    Checklist

    • ☐ Create folders by type
    • ☐ Scan to PDF
  2. 2

    Name and categorise

    Preview

    Use a consistent naming convention to find everything.

    Checklist

    • ☐ Define a naming pattern
    • ☐ Categorise by month
  3. 3

    Build the gestoría package

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