Small Business Filing Systems

‘You’ve been in business for a while and you’re on the phone to a potential client. When you start saying “I know it’s here somewhere.” “Can I get back to you about that?”

“Where’s last months’ sales report?” then it’s time for you to give serious thought to organising your business information into a system so you can find the information you need when you need it.

Sounds like a cliché?

Well  – how about the time you couldn’t find all your sales invoices and your GST return was due?

Or the proposal you prepared or a client and then you couldn’t find it in time for a meeting when you were going to sign up?

Not to mention the time you couldn’t find a stock item for a particular customer request.

You can always print another copy of the proposal – if you can find the electronic version of it.

But it’s more difficult finding sales and stock records if you don’t have a system for storing them safely where you can easily find them again.

So how is it that something as basic as keeping a good record of your business activities isn’t part of your business start-up training?

For more ‘know-how’ on setting up a good system for keeping your business records,  contact us today. ‘

 

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