How organized do you feel at your firm? Are you scrambling to meet deadlines and slow to communicate with clients at times? Do you wonder if there may be a better way to stay on top of your workload? If so, keep on reading.
4 Easy Ways to Organize Your Accounting Workload
1. Start Small and Build on Your Processes
Rome wasn’t built in a day, and your new systems and processes won’t be either. Start small, and build from there.
First, figure out everything you want to organize. Then, pick one thing to focus on and create a plan. Set deadlines to reach your goals.
2. Use Colors and Graphics
We process visual information more quickly than text. Color-coding your calendar will make it easy to see what’s on your agenda at a glance. Establishing colors for priority tasks can help you focus on the most important things first.
3. Use Subfolders, Tags and Bookmarks
Make use of subfolders, bookmarks, and tags to keep your files and documents organized. Client Hub can also help with this by keeping all of your apps and documents in one easy-to-access place.
4. Stick With It
If you want to get and stay organized, you need to stick with it. Repeat the process as often as necessary to make it part of your daily routine.
After a while, your new processes will become second nature and a routine part of your day. Make sure that your team is also on board and sticking to these changes with you.
These are just four of the nine great tips we share in our post. Read the full article here to see tips 5-9 and get more details on how to improve your organization process.
To learn more about how Client Hub can help organize your workload and workflow or to schedule a demo, contact us here.