Professional Organizing Tips and Resources.
No matter what kind of paperwork you are holding onto or need to sort through, there really are only three categories that they all fall into...
Action, Reference and Trash.
Action files need to be set up for papers that require immediate action or follow up action. These should be held close at hand on your desk top, in your briefcase or perhaps in a Finger-Ready System at your side.
The next category is Reference files. These are anything that you will hold onto for future reference and include your paid bills, inactive client files, resources, vital records, all the way to your tax archive. Tip: All the various types of 'reference' files have always been part of the FreedomFiler System. The file system that self-purges.
And last, of course, we have Trash. Toss them or shred them as you don't need them.
TIPS: Sort paper over the trash and remember; 'less is better'.
Properly categorizing and sorting paperwork is half the battle, and the ART of filing.
If you have a hard time deciding what to toss or not to toss, contact us. We would be happy to help.
Need help organizing? Michelle serves the Carleton Place, Lanark County and Ottawa areas.