How long will this take?
Paper organizing can be challenging to estimate. In general, to set up a great system for a household, it takes about 12 hours. Depending on the complexity of your small business, it could be 12-20 hours. If you have a significant backlog of paper that need to be sorted through, that may take more time.
Do I have to be there?
Yes and no. The point is that this system is designed for YOU. Your needs and your way of thinking are the very foundation of the system. That said, once we determine the categories, you can take a break while I sort all of the papers. Then we can review them together so you know exactly where everything is.
What about going paperless?
Just because the paper doesn’t exist does not mean that you are not responsible for the information. Attempting to go entirely paperless can be frightening when it’s time to relocate an essential record. We can set up a digital file folder system so you can save your digital documents with the same certainty as your paper documents. Having a paper system is very helpful should someone else have to step into your place.
This seems pretty personal. I'm not sure I want to share all of my details with anyone.
You’re right- designing a unique system IS very personal. If it weren’t, it probably wouldn’t work well. Everything we talk about, and any papers we look at are completely confidential. No information will ever be shared.