Organizing Incoming Client Papers
Internal Business System For Bookkeeping Practice
I'm just wondering how other bookkeepers handle the constant incoming flow of paperwork when dealing with multiple clients? I have a few big file cabinets I use to file all their paperwork once I have dealt with it of course, but where are you putting it when it's still on your "to-do" list?
It used to be easy when I only had a handful of clients, I could keep a file for each right on my workspace. I'm a fairly visual person and I like to be able to look right at those files so nothing gets forgotten about, tucked away in a file cabinet. However as my business has gotten busier, I just don't have the desk space to do this anymore! What are everyone else's methods for handling the paperflow so nothing gets forgotten about?
Thanks in Advance!
Gabrielle Fontaine has a great program that has step-by-step instructions for setting up an internal business system to track your clients. Her program includes worksheets and templates. You can learn more here
Brooks Duncan also has a paperless guide
that walks you through how to organize piles of paper into an organized filing system. While his guide is to assist you in going paperless, the analysis process would be the same for organizing a paper filing system.
I know there is also software out there like ClientTrack that is designed for bookkeeping and accounting practices.