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:
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 on-boarding a new client, I can easily look up the information required to complete various forms, and there’s home for the documents they send me. Perfection!
Better yet – getting this organized didn’t take much.
- Comprehensive Business Binder pdf – you can get it here!
- 3-Ring Binder
- Tab Dividers – I used these and these.
- Sheet Protectors – These work great!
- 3-Hole Punch
Click, print, 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!
Jen Lawrence is a productivity and systems expert passionate about creating ease through systems. With over fifteen years of administrative and project management experience, she helps entrepreneurs develop custom client experience and operations solutions so they can transition from the Chief of Everything to CEO. Learn more about Jen Lawrence at http://www.jenlawrence.co.