How to Stay Organized as a Business Owner


Photo by GraphicMama-team,  CC0 1.0

When you own a business, you have dozens of tasks on your to-do list to handle. You have to keep all of them organized and separate, without any chaos or confusion. This can be difficult, especially when trying to balance your family life as well. Missing your son’s soccer games are not going to be acceptable, but you also don’t want to forget a crucial deadline for your tax returns.

Small and large business owners all face the same problem with organization. It is best to get organized sooner rather than later because soon you may be faced with an overwhelming chore in front of you. Here are some ways to stay organized and focused as a business owner, which will leave you more time for yourself and your family.

  1. Purge Your Office

Before you can organize your tasks, you need an organized and clutter free office. Some people find it hard to focus when they are surrounded by chaos and dust. However, you may find this doesn’t bother you at all.

No matter if you prefer clean or cluttered, organizing your office immediately makes it more efficient. You will no longer have to spend time searching for needed paperwork or items. Everything needs a place in your office. Make sure to toss out any outdated and unneeded paperwork. This is important whether you work from home or if you use a co-working space for rent.

  1. Get Rid of Receipts

Long gone are the days of keeping a huge stack of receipts. The IRS accepts electronic copies of receipts. This means you can scan all of those receipts with either a receipt management scanner or an app. Make sure you can export all of the data to your expense reports or to your accountant. However, this greatly reduces all of the paperwork.

  1. Use One Calendar

If you have more than one calendar, you can risk missing an important meeting or deadline. Select one calendar that works best for you. You may like an app on your smartphone or on your computer. You may prefer a paper, handheld calendar. The method doesn’t matter so much, just that you only have one. If you like to keep track of all of your family’s schedule, such as your children’s, use a separate color for each person.

  1. Make Notes

Ahead of an event or a meeting, make a note about what you need to do for this event. For example, do you need to send flowers for your wife’s birthday? Are you supposed to bring a covered dish for a party? This helps you avoid forgetting an important step.

  1. Keep Tax Documents in One Place

Taxes are a boring part of owning a business. Whether you file them yourself or outsource the task, you still need to have all the important documents. When the time comes to prepare your returns, having all of the documents in one place is going to save you a lot of time.

These documents could include online statements for bills paid, charity receipts, business expense receipts, bank statements, and more. Also, remember you will need all sources of income, such as the money you receive when you lease co-working spaces. Remember, you can scan and save all of the receipts digitally.

  1. Virtual Assistant

If you find that you cannot manage all of your tasks, hiring a virtual assistant may be a great option for you! They can help with the repetitive tasks, as well as specialized tasks such as making presentations with the information you provide. They can schedule appointments and balance your calendar so tasks don’t overlap. There are so many things a virtual assistant can help do, and they aren’t all out of your price range!

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