Sunday , 17 December 2017

Organizing for Businesses and Home Offices

Expand your business productivity by getting all areas of your business organized. Whether you need a fix-up in one area, or a complete overhaul, you can serve your customers more efficiently and effectively. From showrooms and displays to inventory and stock, from filing systems and financial records to employee information and accounting records, I’ll work with you to develop the best systems for you and your business.

For information on Time Management, Productivity, and Distance Sessions, please see the Coaching page.


Get your office set up so that you can conduct your work easily and efficiently. From inside the computer, to furniture arrangement, all areas are given attention: disks and CD’s, software packages and manuals, paper and electronic files, equipment and supplies. Whether you’re there to pay the bills, run a business or just surf the net, your desk will be a pleasure to visit.

Paper Filing Systems

Filing systems don’t have to be as intimidating or complicated as one might imagine. They require time, patience, and a set of rules, and I’m here to help you with all three. With a little guidance and a lot of attention to detail, we’ll put together a filing system that works for you and your situation, allowing you to always find what you need, whenever you need it.


Paper Flow Management

If your papers are often overtaking your desk, and you have a hard time keeping track of various project materials, you might need to have your working system reevaluated. You should be in charge of your papers, not the other way around! In all our efforts to go “paperless” we are still assaulted daily by junk mail, flyers, bills, statements, coupons, invitations, receipts and any other number of paper bits and pieces. Do you know what to do with all of them? You may feel like you are drowning in paperwork, but you can have a streamlined processing system customized to your needs, and reduce the time spent looking for lost papers. Learn how to prevent paper clutter from building up, and you will never be at the mercy of your papers again!

Digital File Organizing

Have you ever spent an excessive amount of time looking for a file because you can’t remember what you named it or where you put it? Are all your emails jumbled together in one folder? Get that mess cleaned up by learning how to set up a customized electronic filing system for all your documents, pictures, music, videos, and emails. By creating a structured system, not only will you never need to hunt for one again, but regular cleaning and maintenance will be much easier and less time consuming.


Financial Records

No matter how frightening a state your financial paperwork is in, it is not as hard as you think to sort all your receipts and invoices, and set up files for any tax deductible spending categories. Learn how to use money management software, such as Quicken, to track your expenses, and examine the pros and cons of different spending philosophies. Setting up a financial records system can save you money on tax preparation services for years to come, or just make it that much easier for you to do your own taxes.