There is so much you can get from Excel spreadsheets, and no more! Don’t get me wrong, Microsoft’s Excel has its many purposes one of which is capturing information and making calculations including statistics with useful bars and graphs resulting in eye-catching, aesthetic presentations; however, it does not have the capacity to convert information from one report type to another, reconcile entries, or provide real-time bookkeeping and
There is nothing more heartrending than trying to find a document that you need to find like right now, and it is nowhere to be found!
Like setting up and keeping a bookkeeping and accounting system in place is important, so is setting up and keeping a filing system in place. From contracts to invoices, employee information to bills, everything must have a place and be kept there.
Whether you are the only one accessing files or you share with a staff, the filing system you choose must be organized so that everyone can find what they are looking for. If the filing system is difficult to use, no-one will want to use it, and for fear of losing paperwork you may find your desktop covered with piles of papers that you will need to go through anyway in order to find something you need.
There are several ways or methods to setting up a filing system:
All the above-mentioned filing methods have advantages and disadvantages, but you must decide which works best for you, and stick with it.
Getting and keeping things in order is one of our specialty; we work with you to get your preferred filing system in place, and give suggestions and ideas to help keep the filing system orderly and up-to-date.
Call us at 718-809-0367 to set up an appointment to help get your filing system in order and fully functional. You will be glad you did!