Category Archives: Organizing Paperwork

Bonfire, Cold Storage or the Clouds? Client File Management

Old client files can take up valuable space! Read more on what to do with your old client files and how long you need to keep them. Continue reading

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Cure for Contact Information Chaos

Reduce the chaos that comes from having ineffective systems for handling contact information. Keeping valuable contact information up to date and organized. Using electronic systems Continue reading

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Piles of Paper – What To Do With Them?

Everyone has a system for handling paperwork, the key is whether the system is working, or not! Continue reading

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Organizing Mail and Paperwork

That pesky mail just keeps coming and tends to pile up or get scattered around the house.  Having a good system for handling your incoming mail and paperwork is key to keeping your life organized.  There are some simple steps … Continue reading

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