The Client Organizer
You Stay Organzed, But Do Your Clients?
My second client was a contractor with checks, deposit slips, sales invoices, bank statements, and estimates spread from one end of the pickup truck to the other. I learned very quickly that a client’s lack of organization can create a lot of extra work for the accountant.So what was the solution? The Client Organizer.
Help Get Clients Organized to Make Your Job Simpler
Help Get Clients Organized to Make Your Job SimplerThe Client Organizer is simply a filing system that can be installed in the client’s office, or in a file box that the client keeps on the road. Where this filing system resides depends upon where the bulk of the financial transactions take place. If the client is a retail store, then a filing cabinet is enough. On the other hand, for clients that are on the road most of their working day, such as a contractor, you’ll want the filing system in a light weight file box that you can get at any office supply store.The Organizer must be simple with only a few categories, or else your client won’t use it. Here’s a list of the five sections the organizer should include:Daily Cash ReportsAccounts Receivable Invoices (Alphabetical Files)Accounts Payable Invoices (Alphabetical Files)Payroll Information (If Applicable)Banking FileMiscellaneous FileFor a few dollars you can create such a box as a demonstration unit to show a prospect a simple system that will help their business keep on top of their source documents. They’ll appreciate it’s simplicity and that you showed it to them.
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