Many of your clients are drowning in paper and let’s face it: the paperless office is a myth. Paper continues to be an enormous challenge and it’s our job to help clients understand where all this paper comes from and how to control paper flow in their homes and offices.
A great tool for organizing client paper is theFreedomFiler. We have been using the FreedomFiler for years and love this fabulous product. Many of you have seen FreedomFiler at the NAPO Conference, but I am always surprised at how many organizers still have not checked it out.
Here are some of the benefits:
- Tax papers are available when needed, year after year.
- Never have to clean and re-organize your files again; eliminate the need to set up new folders and re-label files each year.
- Learn to evaluate your paper and assign a home based on how it’s used.
- Know when to toss paper; no more fear of letting go.
- Keep a centralized place for family and property records.
- Color-coding allows for simple retrieval.
For more paper organizing solutions, attend our next teleclasss on January 27, 2010, called Helping Clients Manage the Paper Crisis.
d and I met with our new accountant, which is a complex process for us and can be very stressful. We have to report taxes in both the US and Canada and it can be extremely overwhelming ensuring everything has been taken into consideration.