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Sunday, January 19, 2020

Getting Your Files Organized


I hate filing!   There - I said it!  I have no problems creating and maintaining systems for my clients - but for myself - I hate to file. It's not that it's hard - it's just a chore that I don't like.

And at this time of year - purging your files and creating new ones should be a top priority!

Part of getting ready for taxes is having all of your documents and papers in order for your accountant. And if you have a good filing system - with a file labeled "Tax Info" - it should be easy.

But - you should also go through your filing cabinet and clear out - purge - any papers that you won't need for your taxes. As long as you have proof that you paid your bills - such as mortgage and utilities - which could be on your bank statement - then you can get rid of any unnecessary papers that are taking up space in your files.

Paperwork is emotionally and physically draining. It is also very time consuming.

Therefore, I always tell my clients to limit the amount of time they will work on any paper related organizing project. Set a time limit of not more than an hour or two for each session.

Take at least a five minute break each hour.

Break your paper organizing projects into multiple sessions. 

Set a limit of  X number of files that you are going to go through each session.

Once you have cleared out your files and are ready for the new year treat yourself to something special - you deserve t!

Get in the habit of filing your papers at least once a week. That way they won't pile and you won't feel so stressed.

Happy filing!

Less Clutter = Less Stress SM     in your home, your business and your life

Organizational Consulting Services

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