Help Your Clients Stay Organized


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

The 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.

Day-To-Day Accounting Tips

We have compiled articles on key accounting issues to teach techniques and shortcuts to make you more effective in servicing your clients.Learn How to Become More Efficient and Reap the Rewards

Table of Contents


Featured Articles

5 Small Business Do's and Don'ts _ (1)

Do’s and Don’ts of Small Business

5 Small Business Do’s and Don’ts : A Marketing Tool you can pass on to current and potential customers Note: We’re all about driving business into your doors. The following article is a marketing piece

Read More »

Recommended Reads

Tax Preparation Course

About How it works Testimonials Course Details Coaches Curriculum FAQs Apply Today More than just a Tax Preparation Course We focus on hitting your income & career goals. If you are like our students, you

Read More »

Professional Bookkeeper Certification Course

Get The Skills To Be A Bookkeeping & Accounting Professional     What is our Professional Bookkeeper™ Certification?   Many professions use designations and certifications to identify their areas of expertise. It recognizes individuals as

Read More »

Become An Enrolled Agent, EA

Become An Enrolled Agent, EA An enrolled agent is a tax practitioner who is licensed with the Internal Revenue Service to represent clients before the IRS. An enrolled agent is the highest credential awarded by

Read More »
QuickBooks Specialist Certification.jpg

QuickBooks Certification

Get the Skills to Be a QuickBooks Specialist QuickBooks Specialist™ Certification The Professional Bookkeeper’s Guide to QuickBooks is designed to teach anybody how to use QuickBooks. Whether or not you consider yourself a bookkeeping professional,

Read More »

Accountant Certification Programs

Get Certified in Accounting, Bookkeeping, Tax Prep, QuickBooks etc. Enhance & Grow Your Business Knowledge in as little as 4 Weeks with Our Accountant Certification Programs From employers to clients, everyone likes a financial professional

Read More »