5 Tips for an Organized Business
February 11, 2019 § Leave a comment
As boring as it may sound, my husband and I spend our New Year’s Eve tidying up and purging things from our home. It feels great to start a new year off fresh and organized. With a growing family, I have made it my goal to make my life – at home and at work – a little more organized this year. This seems to be the trend, especially if you are a Netflix lover. Marie Kondo’s show, Tidying Up, has quite the hype and is inspiring many people to get organized. So, I thought I would share five (5) tips to get your business organized in 2019:
Start a Filing System: If you feel overwhelmed by a desk covered in paper, an online filing system can help remove the clutter. Upgrade to a cloud based system. This will tidy up the office and give you access to your important documents, no matter where you are.
However, if online isn’t an option for you, start by organizing your paper documents logically. Keep the most important documents close for easy access. Anything you no longer need should be purged. Be sure to shred all sensitive information. MHCS hosts an annual shred event on May Day. There will be more information on this as the date approaches but it’s a great way to safely dispose of your confidential information if you do not have a regular shredding service.
Clean up Your Email: An overflowing inbox can be frustrating and unproductive. Make it a goal to clean out your inbox daily. If you’ve already responded, file the email in a folder. If you don’t need it; delete it. It feels great and then you can focus on the important tasks of each day.
Use a Cloud Based Accounting Software: Month-end and year-end causes additional stress and work for business owners. What if closing out the month took only a few minutes? By integrating your monthly financial activity online, you can sync business banking and credit card activity. You can review, classify, and enter transactions from your browser or mobile phone with a click of a button. At MHCS, we help our clients convert their accounting software from outdated systems to QuickBooks Online (QBO) and then teach them how to use the platform effectively.
Start Using Apps that Simplify Your Processes: If you are already using QBO, you’re off to a great start! Now take it another step further. Pick an app, you can integrate QBO to streamline your payroll, accounts payable, expense tracking solutions processes, just to name a few. At MHCS, we have worked with Gusto, Bill.com, Expensify, and many others to help make your life easier. The apps save time and create efficiencies so you can focus on what you do best.
Tidy Up Before Going Home: A small, simple task you can do is tidying up your desk before you leave each day. Get rid of the empty coffee mugs and organize your mail. It’s a small gesture that goes a long way to starting each morning fresh and organized.
At MHCS, we can partner with you to create accounting processes that work best for your business. We, with today’s technology, can tidy up your office and declutter your desk, so you can focus on your business, not the paperwork. I hope 2019 brings organization to your business and your life, whether it be big or small.
Tabetha Albrecht, CPA Supervisor