Get Organized with a Business Binder

Jen Lawrence
Jen Lawrence

Operational Efficiency Expert. Creating ease through systems.

One of my biggest frustrations as a business owner is the sheer amount of information I have to maintain. Even being small, I still have to keep track of business licenses, client contracts, EIN documentation, web logins… the list can go on and on.

Even with my organizational skills, I reached a breaking point.

My contracts were stored electronically, but one glitch and it could all be gone.

My business license was sitting in a folder amongst a bunch of other random documents.

I was constantly looking up my business banking information.

And oh yeah, what is my password for that software?

Enough was enough.

To get myself sorted out, I designed a printable business binder organizer. At the core, I just needed a method to store information that I should have physical copies of or need easy access to, which fell into four categories:

  1. Legal
  2. Finance
  3. Administration
  4. Clients

From there, the categories were broken down by contents, such as banking information, contracts, and business-related certifications.

I have to tell you – this is such a relief!

Now, when I’m onboarding a new client, I can easily look up the information required to complete various forms, and there’s a home for the documents they send me. Perfection!

Better yet – getting this organized didn’t take much.

  1. Comprehensive Business Binder pdf – you can get it here!
  2. 3-Ring Binder
  3. Tab Dividers – I used these and these.
  4. Sheet Protectors – These work great!
  5. 3-Hole Punch

Click, print, and put together.

Honestly, gathering everything and organizing it into a binder took me about an hour. That’s it!

So, what are you waiting for? Pop on over to get yours here!

Get organizing!

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