Why a “packet” instead o

Receipts are evidence, not clutter

• They justify categories (deduction vs personal).
• They show business purpose (what it was for, who benefited).
• They reduce year-end panic because the “why” is already captured.

The 60-second capture rule

• Snap or forward the receipt the same day.
• Add one line: “Business purpose: ____”.
• Name it: YYYY-MM-DD · Vendor · Amount · Purpose.

What breaks most teams

• Receipts live in texts, email, photos, and never get attached to the ledger.
• Owners approve spending verbally — then forget the context months later.
• People “reconstruct” receipts at tax time and lose deductions (or credibility).

NorthStar baseline

• Receipt intake pipeline (email rules + shared folder).
• Attachment discipline per transaction category.
• Export-ready bundles (so audits and disputes don’t become scavenger hunts).

If you want this cadence installed in your business, request intake and we’ll recommend the right package for your current stage.