
I know… you probably think of filing as the most boring job in the world, and there are probably a 101 other thing that you would prefer to do instead. However, as a solo business owner, it is down to you to do the filing and stay organized. As a result this is one of the areas that a lot of solo business owners find overwhelming – they simply do not know where to start, or how to systemize their business.
Papers here; papers there; papers everywhere!
The more piles of paper there are, the more overwhelmed they feel!
Creating and maintaining a filing system is the very foundation that your business is built on, so this is the first system you need to put in place - an efficient and effective filing system. And one that is simple to use too!
With a proper filing system in place you will very quickly and easily be able to find the information you need, when you need it.
Let me share with you below my 7 easy steps for creating your ideal filing system:
1. Determine your storage needs. Whether you decide to opt for a plastic filing crate, or a dedicated filing cabinet, one thing you need to keep in mind that you will need TWICE as much space as you think you’ll need.
2. Decide how you naturally look for information. This will determine what your filing system will look like, and how you will set up your files. For example are you a person who thinks in alphabetical terms, or does categorization serve you better? Remember – this is YOUR filing system so you need to do what works for YOU.
3. Categorize your filing drawers/crates. For example if you have a two-drawer filing cabinet, use the top drawer for business files and the bottom drawer for personal files. You decide how best to categorize your filing drawers. But don’t just put all your files together in one drawer without any system otherwise you won’t be able to find anything again!
4. Gather your supplies. Tabbed file folders work best simply because there are no holes to punch or fiddly clasps to undo. You simply drop your papers into your file – making filing your paperwork a cinch!
5. Create quick and easy access to your day-to-day files. A stepped-sorter holds approximately 8-10 files which step up the further back they are – making your files easily visible. Keep this on your desk, and store in it those files you know you will need access to every day.
6. Now move on to your PC filing system. Your PC is a very large filing cabinet, so it makes sense to create a similar filing system here as you did for your paper files. That way you do not have to manage two different filing systems – it’s the same system except one is physical, and the other is electronic.
7. Create a system for your emails. Again, follow a very similar or the same system for creating email folders as you did for your paper and PC files. Outlook and Thunderbird allow you to create different mail folders.
Consistency is the key to an easy-to-use, successful filing system. Create the same files and folders for your paper-based system, your PC system, and your email program.
Online Business Manager & Virtual Assistant, Tracey Lawton, supports professional speakers, coaches, and authors to operate an efficient, organized, and profitable business. Learn how to create an efficient and organized office in 7 EASY steps, and receive free how-to articles at http://www.OfficeOrganizationSuccess.com
Add your own comments
Digg it
Save This Page
Subscribe to GetEntrepreneurial.com
Leave a comment
Next Article: Selling Is All About The Whys »
Previous Article: To DIY or not to DIY... »
Tracey Lawton is a GE Network Expert. View Tracey Lawton's profile or read more articles from Tracey Lawton. Learn more about the GE Experts Network.
Have an expert opinion on issues entrepreneurs and small business owners face
everyday?
Join the GetEntrepreneurial.com Experts Network and share your
expertise with the community!
The new
GE Experts Network is inviting seasoned entrepreneurs and small business
owners to come on board and contribute small business advice to our community of
aspiring entrepreneurs. If you have an effective way of generating sales or you
know how to use social networking to connect with your customers,
join us in
providing wider entrepreneurial content that would benefit small business owners
worldwide.
How to Grow your Business During Tough Economic Times
How To Go Easy On Filing Tax
How to Evaluate a Franchisor’s Training Program
Franchisor Support: What can you expect from your franchisor?
Star Power: How to Hire a Celebrity Spokesperson
How To Be Super Productive
Successful Business Decision Making
This article was posted to the category: How-To Guides. Click here to read more articles in this category.
Calendar Marketing » Calgoo In-Calendar Marketing is a new, permission-based marketing platform to promote time-sensitive products and services to your customers. This new marketing concept enables...
uWink Interactive Restaurant » Springwise: At the prototype uWink restaurant in Woodland Hills, California, customers use tabletop touch-screen terminals with a proprietary user interface to self-order...
Happy Socks » TrendCentral: This Swedish hosiery company, Happy Socks, makes us want to never wear plain black socks again. Offering a literal rainbow of...
Planet Phone Design » Hallyu Tech: LG Japan hosted a Mobile Design Contest and with the winners announced the phones were put on display at a Tokyo...
Need more brand new promising business ideas and innovations around the world you wish you'd thought of? Visit CoolBusinessIdeas.com now!![]()


Ever wanted to be the CEO of your very own Starbucks or Amazon.com? Fire your boss and be your own boss? Now you can, with BIZNESS! - the free biweekly business newsletter about new business ideas, opportunities and innovations from around the world. More than just new business trends, BIZNESS! helps the aspiring entrepreneur (you!) with small business advice, business tips, and entrepreneur resources and opportunities.
Subscribe for free now! 
![]()
• Top Ways to Get a Fresh Business Idea Off the Ground
• What Is A Solo Entrepreneur?
• Four Ways to Save Time When Working From Home
• Selling the Customer What the Customer Needs
• Things to Consider before Starting a Business

Find a fast Business Loan or Payday Loan in the UK
New Business Start Ups
Business directory. Find businesses from Sydney and Melbourne online now.
Top Franchise Opportunities
Uk payday loans deposited directly into your account today. QuickQuid serves the millions who have a poor credit rating.