Business Organizing


Filing systems, paper management, office set-up, time management, financial record keeping.

Meet my client: HT, an architect, defined his organizational problem as "never having enough desktop space for my blueprints." During my first visit to his office, I saw stacks of mail all over the place. After I inquired about it, HT shared with me that he has a temporary cash flow problem. He has lost track of his project hours, and therefore has not billed his customers. As a result, he was not able to pay his bills. At this point he decided it is best to leave the mail unopened.

Our first task was to implement a timing system that would help HT to keep track of his billable hours. Next we looked at each client and calculated a prorated billing. To HT's surprise, clients paid within a week. While working with HT, I observed that he is easily distracted. He admitted that almost every day he returns to work after dinner; otherwise he cannot keep up with deadlines. We established some new time management techniques to make him most productive during the day, limiting his nightly shifts. Finally, we dealt with the desktop so that he had always enough space to spread out his blueprints.

At the end of business organizing, you will be able to:
  • Understand the problems that lead to your disorganized area
  • Have a system in place that you can easily maintain
  • Be productive and focus on billable hours
  • Cut long working hours due to disorganization

Conny, you are wonderful; I was so thrilled to get a system set-up for my billing. The invoice total for this week is fabulous.

--- H.T., Architect, Palo Alto