The Best Practices for Digital and Physical Filing Systems

Best Practices for Digital and Physical Filing Systems in your new small business - featured image

Digital and physical filing systems can be difficult for new business owners. That’s why I created this FREE ebook for you to make your filing systems stick even when your business starts growing. Follow along and see what is in this easy to use ebook!

Why I created this ebook?

This book was specifically designed to give new small business owners/entrepreneurs/solopreneurs tips on organizing their digital and physical filing systems. I picked this topic because it is one of the most searched topics for small businesses on search engines. And my clients have told me that they feel lighter, and their direction becomes clearer when they do not have cluttered filing systems.

The benefits of downloading this ebook.

This book will help you decide your digital and physical files’ goals and show you ways to organize them in your office. It’s a doing ebook! It will help you not only decide on the goal for your office, but it will also give you tips and tricks the experts use to create effective digital and physical filing systems.

Are you ready to see what this book has inside of it? Here we go!

Top features in this ebook you will love!

We share this image that talks about the different filing systems and what can be organized in your office. You can either make your business paperless or only have paper, or you can do a combination of both systems. The sky is the limit! You just need to figure out what area you want to improve. These areas to organize are divided into groups by frequency of use. I describe this image below to give you more information so when you download the ebook you can get started streamlining your digital and paper filing systems.

9 Digital and Physical Filing Systems for small businesses

9 Digital and Physical Filing Systems – A Small Business Must Have to Stay Organized!

Current Projects – client and others – these are projects that you are doing right now or have started and need modification because you are wasting time doing them.

Client Files and Projects – this is any client or customer files of current clients you have.

Inventory for projects – If you do craft projects and sell them for your business, you will probably have a stock of supplies. These items should be organized to make it easy to make things that people ordered from you. Having a well-organized assembly line area will speed up the process and save you money.

Bill Pay System (A/P) – this is the process you use for paying bills. It can be digital or physical. It’s up to you.

Invoicing System (A/R) – this system is where you invoice clients and store the invoices after they are paid. This can be physical filing systems or digital.

Payroll System – this system is essential. Keeping all the payroll liability receipts and usernames, account numbers, and passwords are very important. This system should be very well organized.

Office Supplies – this could be physical supplies used in the office or digital apps used for business. This means any consumables and equipment used in offices by you. It can also be things like janitorial and cleaning and storage of supplies and data. It’s anything that is in daily use.

Legal, Financial, Resources materials – These are essential documents you need for your business when starting your business. But you do not need it right now. These items should be kept in a fireproof safe.

Business archived and old files are files you may not look at any longer, but you may want them because you reference them for future projects.

A Question to Ask Section

We also include questions to determine what digital and physical filing system to organized for your business’s most effective impact.

Organizing tips for Digital files organization and Physical files organization section

We also included a section that includes every tip you need to make your filing system a success for you and your staff.

List of Supplies and tools needed for Physical Files.

We added a section that lists all the supplies and tools you will need to make your physical filing system an effective one.

We included lots of resources from our blog too!

Are you ready to streamline your digital and physical filing system this year?

Ebook Submission

Best Practices for Digital & Physical Filing Systems in your new small business

Well, there you have it! this ebook will give you all you need to streamline your digital and physical filing system! Feel free to share this post with other small business owners so they can also take advantage of this free ebook.