Offices need file cabinets to keep up with their client information, contracts, overhead, maintenance, and government mandates.
Everyone should have a small filing cabinet or a plastic box, or a “go file” in their home.
Reasons? My reasons?
- I reconcile the bills at least once a month in my checking account.
- I can pull the last bill’s statement to compare to the current account statement for accuracy.
- I’m not drowning under a “mudslide” of paperwork to find a due bill.
- When I file taxes, I know the necessary paperwork location.
- My “Go file” is where my husband and daughter can find it in case of my incapacity or death—I handle the paperwork!
The filing system can be as simple or elaborate as necessary for you to maintain.
I maintained an office file for my employer for over 23 years. The secret: each vendor, or utility, or entity had a file—filed alphabetically.
- File the last bill statement to the front of the file. If you are searching for a bill, it is easy to locate them in reverse order.
- Use a sizeable incoming file folder for incoming mail and sort out junk mail as it comes into the home or office—no need to file junk.
- Handle urgent mail immediately.
- File paid bills immediately.
- Record drafted payments in the correct payment bank or account and file.
I keep a shredder, and a recycle can close to my filing cabinet.
- Maintain as you go when handling paperwork.
- Unsubscribe from unnecessary publications and vendors.
That’s pretty much it, from a quick “off the cuff” response.
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