New Business Consultants – Complete File Management System | nfmug.ga

Business Consultants will find their desk and office overwhelming within a very short time if they don’t establish a filing system as early as possible. If your like most coach’s, consultants, marketers, experts and even authors your likely not an expert on office systems management.

In order to assist you to overcome this challenge I have created a list of files you could use to start your filing system.

1. Deposits – here you will file deposit slip receipts.
2. Bank Statements – these are usually mailed to you, but you have to go online and print off a copy form your bank account.
3. Travel Receipts – any business travel receipts you collect should end up here.
4. Credit Line – at some point you may need a line of credit if so, keep the information separated form other banking.
5. Stubs/Voided Checks – this should be self-explanatory – don’t through them away.
6. Equipment Purchases – keep all documents regarding new purchases in here.
7. Credit Card – this is IMPORTANT don’t treat these records like you do your electric bill, the interest can kill your business.
8. Cell Phone – keep notes of the contract dates, plans, upgrade dates etc.
9. Auto Expenses – make it a habit to keep track of all your traveling and expenses even if there not business related. Just make a notation if they are related to your business. Most IMPT is to just develop the habit of recording travel and costs.
10. Dues/Subscriptions – just keep notes on the bills, due dates.
11. Labor – outsourced labor – this is an important file because over time your going to work with dozens of contract laborers.
12. Office Expenses – staplers, folders, paper, printer ink.
13. Online Expenses – web page, email management provider, online memberships.
14. Postage/Shipping – this may not appear important right now, but as you create products you will need to record your expenses for this service.
15. Professional Development – we all need this, there’s college classes, online classes, magazines, newsletters.
16. Accounting – there are even expenses associated with keeping track of the system you use to track your money.
17. Legal – this may also seem not very important at first, but sooner or later you’ll want to register a trade mark, incorporate or even legally deal with a non payer.
18. Rent – if applicable, track every single receipt and a copy of your lease.
19. Repairs/Maintenance – track your expenses incurred when replacing light bulbs, fixing the sink and even when changing the air filters in your heating and air conditioning unit.
20. Telephone – keep every phone bill you get, especially when paying for long distance plans, with overseas calls.
21. Writings – save a copy of all of your professional writings, every eBook and report.
22. Projects – keep notes on every project your working on, detailed and up to date.

These are just the basic list you will need to create and use daily, don’t wait until you need it, create it today.

Comments are closed.