No matter what kind of paperwork you are holding onto or need to sort through, there really are only three categories that they all fall into...
Action, Reference and Trash.
Action files need to be set up for papers that require immediate action or follow up action. These should be held close at hand on your desk top, in your briefcase or perhaps in a Finger-Ready System at your side.
The next category is Reference files. These are anything that you will hold onto for future reference and include your paid bills, inactive client files all the way to your tax archive.
And last, of course, we have Trash. Toss them or shred them as you don't need them.
Properly categorizing and sorting paperwork is half the battle, and the ART of filing.
TIPS: Sort paper over the trash.
Remember, less is better.
If you have a hard time deciding what to toss or not to toss, contact us. We would be happy to help.
Action, Reference and Trash.
Action files need to be set up for papers that require immediate action or follow up action. These should be held close at hand on your desk top, in your briefcase or perhaps in a Finger-Ready System at your side.
The next category is Reference files. These are anything that you will hold onto for future reference and include your paid bills, inactive client files all the way to your tax archive.
And last, of course, we have Trash. Toss them or shred them as you don't need them.
Properly categorizing and sorting paperwork is half the battle, and the ART of filing.
TIPS: Sort paper over the trash.
Remember, less is better.
If you have a hard time deciding what to toss or not to toss, contact us. We would be happy to help.
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