Bookkeeping / Accounting Tax Preparation Quickbooks Set-up
    OFFICE ORGANIZATION

"I know it's here . . . somewhere!"
"Where can I put this that I'll be able to find it later?"
"Oh! I forgot to include this on the clients invoice."

If this sounds familiar, you may be un-organized. It's not your fault - you've been running the business, you've probably never been the office person before, and who knew there would be so much paperwork!?

So by now you've probably realized that an organized office would save you time, money, frustration, and maybe even clients, because in an organized office:

  • You can quickly and easily put things away since there is a specific place for them.
  • You (or anyone) can quickly find things because you did put them away, and because they're labeled.
  • You don't have to remember everything because systems are in place to remind you (in other words, you won't forget so much).
  • You won't lose money on billable items that get missed.
  • You won't pay late fees on bills because you missed the due date.
  • You won't buy supplies you already have, but couldn't find.
  • You won't have to "call back" with information that you have to find, or gather up, first.
We can help! Here's how:
  • Set up files, or reorganize your current files.
  • File, or refile paperwork.
  • Set up work flow systems (where would an unbilled job cost item be?)
  • Organize supplies.
  • Create forms (Fax covers, check requests, etc)
  • Create check-lists
  • Write up procedures for repetetive tasks
  • Set up accounting system
 



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