by Michaeline on April 14, 2009
Why filing systems don’t work:
• You are trying to adapt someone else’s system.
• You have set up a very complex system (maybe color coded and too many small categories).
• Your file cabinet is not in a convenient location.
• You are trying to keep too much to start with (records versus references).
• You have not set up time on a regular basis to manage and maintain the paper flow in your life/office/business.
Here are some tips to set up a file system that you will use: [click to continue…]
by Michaeline on April 11, 2009
I am sure you have heard the statistic that 80% of what is filed is never looked at again.
Do you know the difference between papers that are references and those that are records? Learning the difference can save a lot of work and maybe a few trees in the process.
Records are papers that you need to keep for legal or business reasons. You can check with your accountant, lawyer and/or the IRS for a list of these documents and the recommended retention for each type of record. [click to continue…]