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Fresh Start in 2010 - Organize your Desk & Files

By Regina P. Brown

Real Estate Broker/Owner with MBA Broker Consultants CalBRE Broker #00983670

January 11, 2010 04:14 PM

Here is my system for quick and simple end-of-year tax filing. Using this system, I have current profit-and-loss calculations available at any time. As a big bonus, I complete my bookkeeping by December 31st each year — my business deductions are ready for my accountant to prepare my tax return early!

When you have a simple system and make a good habit of sorting frequently, you will feel less stressed, less overwhelmed, and much more productive. Not to mention that you’ll probably save a few hours each week by NOT having to search for “lost” stuff! Any time you need something important, it’s right there at your fingertips.

A. Incoming Sorting System

B. Daily Working Files

C. Working Files – in File Cabinet

D. Reference Files – in File Cabinet

E. Archive files – Boxed Up in Storage

Stay tuned for a blog on each of the above categories! Invaluable tips for getting & staying organized.

Regina P. Brown
Broker, Realtor®, e-Pro
Author of forthcoming book, "Virtual Office Guide for Business Professionals: Work & Profit from Home"
Join & post to my NEW ActiveRain group at http://activerain.com/groups/virtualoffice

Enjoy my NEW Book:

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Margo Currie

Exit 1 Stop Realty - Saint Augustine Beach, FL

You really sound organized!!!! My system includes putting all work expenses on American Express. At the end of the year, I get their Year-End Summary, a yellow highlighter, and my tax figures are right there for my accountant. I used to keep a book and write in all my expenses, but abandoned that when I realized AmEx could do it for me!

Jan 11, 2010 04:19 PM

Regina P. Brown

MBA Broker Consultants - Carlsbad, CA

M.B.A., Broker, Instructor

Margo, that is a really cool tip! Even better, hire someone else to sit down with the statements and the "yellow pen"....

Regina

Jan 11, 2010 04:24 PM

Sherry Siegel, Managing Broker, EcoBroker, ABR

BrokersGroup, serving Sequim and Port Angeles - Sequim, WA

I'm with Margo on the AmEx process. Now Regina, how quickly can you get those five posts posted?? Family is coming for two weeks this Saturday. We're leaving town about two weeks later, and I can hardly locate the floor of our dining room.

Jan 11, 2010 04:47 PM

Rebecca Gaujot, Realtor®

Lewisburg, WV

Lewisburg WV, the go to agent for all real estate

Every day, or at least twice a week, I post my activities in an excel spread sheet...from medical to business. Then I file. Beats waiting til the end of the year. Look forward to other posts on this subject.

Jan 12, 2010 01:41 AM

Sherry, I'll post a section every day, there's 5 sections.... you can start now by purchasing a plastic file bin, hanging file folders, and file folders.

Jan 12, 2010 03:56 AM

Sharon Harris

Keller Williams Keystone Realty - Hanover, PA

Realtor

I am so going to read your blogs! Thank You.

Jan 12, 2010 04:55 AM

Kristin Hunteman

True Title Company - Clayton, MO

Escrow Closing Officer

Oooh!!! Thanks for this post! I've been looking for a way to get more organized!

Jan 02, 2011 12:27 PM

Sharon & Kristin, glad this blog was useful! Thanks for stopping by to comment.

~ Regina Brown

Feb 10, 2011 05:08 PM

Fresh Start in 2010 - Organize your Desk & Files

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