When it comes to organizing a business, home or otherwise, there are six main areas that we should focus on: filing and paperwork, mail and memos, computer files and software, contacts and connections, business libraries, and individual desk space.

When you start your small business, you do it because you love that business. You may not necessarily love the “running the business” aspect.

  1. Are your files out of control?
  2. Do you have trouble finding things you need?
  3. Do you provide your accountant a jumbled mess at tax time?

A professional Organizer can help improve all these mundane tasks. We can also help you set up an archival system for your business paperwork. Keeping too much unnecessary paper around also limits your space to run your business. We will establish guidelines, so the important things are archived and the not so important things move onto the great shredder in the sky.

When it comes to helping you set up your own office filing system, here are a few tips:

  • Clearly label and identify the contents of each and every file
  • Consider color-coding the file folders. Use one color for financial documents, another for internal memos that need action, and yet another for human resources paperwork, etc.
  • If part of your job involves maintaining several magazines or pamphlets that don’t have the name or issue number on the spine, group the materials by title, and label the shelves they are stored on accordingly.

Computer File Organization

If you constantly find yourselves wasting time searching for files on your computer, Ellen can help! The key to gaining control over this area of their lives is learning to view the computer just as they would their desk or filing cabinets. In order to have success, you will need to have those files organized and easy to find.

 

Here are a few tips we recommend to help make it happen:

  • Have you get into the habit of cleaning out your hard drive regularly. Be sure that they’re on the lookout for files and software programs they no longer use. By doing this, you will free up valuable space for essential files.
  • Organize your files carefully, and clearly label the folders you store documents in. Visit these folders regularly and make sure that you aren’t storing any expired or unnecessary documents. If you are not sure, have print and file a hard copy of the document before deleting it.
  • Are you relying on coded files for security purposes? Make sure that they’re keeping a list of the codes and the real names somewhere safe where it can easily be accessed as needed.
  • Store your computer’s back-up disks in a safe place, such as a fire box, or with a records management company. That way, in the event of a disaster, their information is still safe and sound.
Organize Your Business With Ellen Today