Piles of documents might sit on your desktop or clutter in your drawers that are being found with wonder when you are moving out from your office.
These tips are to serve you on how to organize files and data of your organization or your small business.
- Try separating all standardized "forms" into one file or drawer, such as financial statement, letters to new employees, applications.
- Bank-related items such as deposit slips, checks, bank statement and loan-related documents should be filed with security and protection.
- Articles of Incorporation, its amendments, permits and licenses under federal, state, and local authorities should come into one place.
- Employee information such as signed applications, offer letters, performance reviews, staff handbook and W-2's for both current and terminated employees.
- Tax-related information such as quarterly and yearly tax filings, W-9's for independent contractors, supporting documents, and so on.
- Marketing materials such as brochures, prints and identity guides.
- Other important correspondences via mail, faxes or e-mails of both sides.
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