Amazingly Simple Small Business Record Keeping...Find Anything in Seconds Without a Complicated Record Keeping System

"I Wish I Can Get These Files Organized"

How would you like to never make this statement...

Whether you're setting up your home office, or you've just spent hours searching through stacks of unfilled papers for important paperwork, you can achieve the organization you want.

Enemy of Productivity

Record keeping is a chore most moms would rather not have to do. Unfortunately, since every business needs to store paperwork, it's a necessity.

That doesn't mean small business record keeping has to be complicated or require complicated systems. Raising a family is complicated enough.

Set up a system that is simple and clutter free. Avoid the number one enemy of productivity, clutter and disorganization... Enjoy the life you want.

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Do You Need It

You will need to decide if the piece of paper you are holding is worth keeping. Will you need it again or can you quickly find the information somewhere else? Is it necessary to keep for your financial records? Are there some pages that you could get ride of? Do you already have something similar?

Save all your tax returns and information, including the supporting documents for 7 years. Checks, statements, invoices, receipts, etc. Depending on your industry, you might have to keep your records longer, so you may want to check with your accountant first if you not sure.

If you have any employees, set up a schedule of record retention for them to use.

Where to Store

You will need at least one file cabinet. Containing anywhere from 2 to 5 drawers. Before you purchase one, decide on the type that will suit you needs, budget, and style.

Plan for future growth. Make sure that it is sturdy and will not fall over when the drawersare full and pulled open.

If you don't like filling cabinets, you have the option of file carts, wicker cube boxes or baskets, and even cardboard boxes.

Regardless of where you store your papers keep important and frequently used files near by. In your desk drawer. File cart, or on a shelf above your desk. Allowing you easy access.

Tools You Will Need

You'll need manila folders and hanging files. The hanging files usually come with labels that you can utilize. With the labels identifying the major category. The manila folders are also labeled and placed inside the hanging file.

Label the manila files into additional categories such as by month or names. If a manila folder continually becomes full quickly, try expandable folders. Make the information you need as easy as possible to find.

When a new year rolls around, place all your manila folders from last year in storage. Within a couple of minutes, you've given your files a fresh start.

Another alternative is to place your monthly statements, bank, utility, credit card statement in binders and put them on a convenient shelf or drawer. Label each binder.

Record Keeping System

Many people use different filing systems. The trick is to decide which will best meet you needs. There are three systems that are commonly used. You may only need one system or a combination of each. Just keep it as consistent, simple, and as easy as you possibly can. organized hanging files

Alphabetical - Organize your customer files by their business or last name. Go through these files ever once in a while to weed out the old files and placing them in your archives. Making room for new and current customers.

Chronological - Filed by date. Usually by months. January, February, etc. Mainly used for statements. Receipts. Invoices. Basically, anything financial.

Combination - Utilizes the best of both systems. Place your files in alphabet order. Then inside each hanging file, place in date order.

Weeding Out the Clutter

You may want to consider taking out a couple of minutes and weed out your files while you handle them. Get rid of what you no longer need before you put the file back.

Another option is to wait until your files overflow. Which generally does not take too long. Then go through you files, weed out anything that you haven't referred to in the last year. This may take a little longer to do, but it's be worth the added space you gain.

Generally, you will want to keep the current and last years files handy. Store old files in well marked cardboard boxes in your basement, attic, closet, or storage building. Don't let them take up precious office space.

Keep each years records separate. Makes it easy to shred when the time comes.

File Daily

As soon as you receive a piece of paper to be filed, file it! Or at least have a tray for items that need to be filed. Then file the papers at the end of the day. Try keeping your paperwork in one area of your home. Helps preventing paperwork from getting lost.

New Project

Every time your start a new project, make a new folder for it. Anything pertaining to the project should go in the folder. You may be working on several projects in any given day. Keep out only what you need for the project you are working on at the moment. File the others nearby until you are ready to work on them. If you need to go back to another project for any length of time, put the project you just worked on away.

Idea File

Keep an idea file. Anytime you have an idea, write it down and place it into your idea file. At least once a week browse through your ideas and see if there is something you can work on in the next week. Weed out the ideas you've completed or no longer wish to implement.

Moms Work From Home Tips

Spending a couple of minutes each day, getting organized is worth the effort. Saves you precious time to spend where you want...

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