Getting overwhelmed with paper bills and data files. How does everyone organize client information for easy retrieval and reference?
Member Community
Enter your email to read this discussion
You're reading the AAUBA Member Forum — where Certified Utility Bill Auditors share case studies, tariff strategies, and industry insights.
Free to read. Enter your email to continue.
No spam. We'll send you one welcome email about CUBA certification. Unsubscribe any time.
Organizing client data - best practices?
Phil - I use separate folders for each client with subfolders by year. Keep originals separate from working copies. Scanner is essential for backup copies.
Naming convention is key. I use ClientName_UtilityAbbrev_YYYYMM format for all files. Makes finding specific bills much easier when you have hundreds of files.
Don't forget backup! I learned the hard way when my computer crashed and I lost months of client data. External drive backup saved my business.
Jennifer makes a great point about backup. I also keep a simple log of what accounts I've audited and when. Helps track follow-up dates and annual review schedules.