Organising Paper Documents in Your Home Office

To start organising your home office, the first thing we will do is meticulously go through every single piece of paper, receipt and statement and arrange them into categories. For example, you may have the following categories, each client is different: Bank Accounts including credit cards, Superannuation, Rental Property, Share Statements, School, Tax, Utilities, Cars, Medical, just to name a few. Once we have set up the categories, we will help you set up a simple and easy to use filing system.

Email Documents

Today we receive a lot of paper work via email. Some electronic files are stored in an organising structure that has no rhyme or reason, sometimes all stored under a single file folder, which is similar to storing all paper office documents in one file cabinet drawer, with no hanging files or Manila folders to categorise them. Stashing all your documents within a single folder makes access time-consuming.

Sonya can create an electronic file hierarchy structure that is parallel to your paper file structures. Sonya’s moto is keep it simple and it will be much quicker and easier to use.

Time to Use Your New Home Office Organisation System!

An organised home office filing system is only good if you use it. We will show you how to get into the habit of managing your bills and other documents from the time of receipt to conclusion.

We will help you set up your home office filing system in a way that is easy to use and makes finding stored documents nearly effortless. system of what needs to paid or actioned and what is ready for filing so that when next year’s tax time comes around, you will be organised for your accountant. Or, if you are doing your own tax, then you will have all the information you need organised in one place.