How do you keep your employee's paperwork? Do you have one folder for each employee? Or, are they all in one folder? Do you know where all your employee paperwork is? Do you have subcontractors? Where are all the sensitive W-9 and W-2 paperwork? Are they in a secure place? Every small business needs to keep employee records. I have found that several small businesses do not know where all their paperwork is. And, if this information falls into the wrong hands, you could be creating undue … [Read more...] about How To Organize Employee Records in Your Small Business
Filing Systems
7 Areas to Organize in Your Office Files
Many owners view filing systems as a necessary evil since by taking the time to set it up and maintain it doesn't help make money for their business. So, they quickly file papers in groups that may or may not be appropriate just to get it out of the way and give them more time to do things that help them make money. But, then they get frustrated when they can't find what they were looking for in the future. The reality is all businesses need to keep retrievable files and need to have systems in … [Read more...] about 7 Areas to Organize in Your Office Files
Seven Backup Systems To Have In Place
As I mentioned in an earlier post, September is National Preparedness Month. This month is a perfect time to remind you to review your office procedures and backup plans for emergencies. Doing these tasks tells employees what to do in case of an emergency like a hurricane or other natural disasters. It also shows your customers that you are thinking about their well-being. The clients who have concerns and issues and reach out to you for help or guidance will be your advocate when … [Read more...] about Seven Backup Systems To Have In Place
Benefits and Tips to Revisit Paper Files Yearly
If you need a piece of paper from 10 years ago, how easy would it be to get it? Not many small business owners who have worked for years could say they would be able to find their paper files from 10 years ago. And, that is OK. We all don't keep every single piece of paper, though I found while working with several small businesses that not finding that piece of paper gives them undue stress for days if not weeks trying to find it. So, instead of stressing about lost papers, let's create a … [Read more...] about Benefits and Tips to Revisit Paper Files Yearly
Essential Business Home Office Filing Systems to Keep the Papers Organized
Do you work from home most of the time? If so, you probably have papers that need to be filed. Whether they are long term storage or short term task papers, you will need places to store these things to be able to retrieve them easily. This week we are talking about the essential business home office filing systems you need to make your office work more efficiently. Let's start with the temporary papers in your office. Temporary Home Office Filing System These temporary filing systems … [Read more...] about Essential Business Home Office Filing Systems to Keep the Papers Organized
How to Create a Well-Organized Small Business Bookkeeping Binder
How organized are your small business bookkeeping papers? Are they all in one place or do you have them in files in a filing cabinet? There are benefits of creating a well-organized small business bookkeeping binder like the one I am going to discuss today. Five Benefits of making a well-organized small business bookkeeping binder. First, it allows you to keep all your business papers all in one place. Second, Employee files needs to be organized well. Visit Record-keeping policy from … [Read more...] about How to Create a Well-Organized Small Business Bookkeeping Binder
6 Tips for Keeping Effective Filing Systems in the Office
Effective filing systems for the office make your business run more functionally. You can find papers easier and save time looking for them. To keep effective filing systems in your office, try these tasks and share them with everyone in your office to keep the system going consistently. Steps to make a filing system more functional Determine how you want to retrieve the files. Do you want the files to be sorted by event, topic, or speaking engagement? Label each hanging and manila folders. … [Read more...] about 6 Tips for Keeping Effective Filing Systems in the Office
8 Important Examples of Small Business Paperwork Systems
Is your small business paperwork important? One word, YES! Your small business paperwork is important! They need to be accessible, at a moment's notice. The IRS may need them if you were audited. Your accountant may need them if she is doing your taxes. You may need them if you have to reference client information. Having a good filing system in place for all your different types of paper will make your office run more efficiently. Just like the brain, we need to be able … [Read more...] about 8 Important Examples of Small Business Paperwork Systems
