Q: Denise, I went to my local office supply store and created the filing system for my clients and business expenses that you mentioned two weeks ago (Ask Denise: Portable Filing System). But my challenge is making sure I use it and keep it up! This is not natural for me. What do you suggest? […]
Posts Tagged ‘system’
Ask Denise: Portable Filing System
Posted by Denise Lones on March 20th, 2014
Q: Denise, I am trying to organize my business files – specifically files for clients. I would love a system that is portable for my active clients, as I am sometimes at my real estate office and other times at my home office. What do you suggest? A: Great question! I have found that using […]
Ask Denise: Receipt Scanning and Filing Systems
Posted by Denise Lones on March 13th, 2014
Q: Denise, what do you think about receipt scanning and filing systems? A: I think this is a great idea if you plan to keep up with it each month. If not, then you will have some receipts scanned, some not, and organization of these can be a challenge. Furthermore, if you scan receipts you […]