Top 3 things you should know about/how to do in your business (part 2 of 3)
Are you drowning in filing chaos? Let’s talk about that.
Last time we covered Financial basics… How did you find it? I hope you were able to get something out of it and implement it into your business. This week we’re looking at Filing 101, tips to tackle that “I’ll deal with it later” pile and the digital black hole of lost documents.
Did you know that a well-organised filing system not only safeguards your valuable data but also ensures easy access to important information, reducing the time and effort required to stay on top of your game? Sounds good, right? Let’s get into it!
If you’re more of a visual learner I covered this in my webinar along with two other essential aspects of running a successful business.
Effective Filing Systems
Efficient file management is crucial for safeguarding your business data and ensuring easy access to important information.
Data Storage and Backups
Utilise cloud-based storage services like Google Drive, iCloud, Dropbox, or OneDrive to safeguard your data.
Regularly backup your files to prevent data loss and ensure business continuity.
Archive historic files to reduce storage costs and declutter your storage space.
Filing System Magic
Organise your files with a clear and logical structure e.g. (insert example).
Categorise files as "On the Business" (e.g., operations, admin, personnel, suppliers) and "In the Business" (e.g., client-facing, service delivery).
Use naming conventions that are easy to understand and find.
Keep your eyes peeled for the next instalment! In the meantime, please let me know if this was useful to you. Do you already do some of these things, have they helped?
If you’re thinking “F*ck, I need all of these things but have no idea where to start” you should book a brainstorm chat with me to get the ball rolling.