Organization Tips for Small Businesses

Organization Tips

Small business are busy. Like really, really busy. In fact, we’re willing to bet that sometimes you feel so busy, that a “minor detail” like organization can seem trivial in regards to the big picture. We have been guilty of this very thought ourselves, but the reality is that organization is key to a thriving small business. Don’t worry, we’ve been in your place. That’s why we want to give you some of our tips on how a small business can stay organized.

File and consolidate your paperwork

We know what it’s like to want to save all paperwork and receipts knowing that you may need them one day. This is the smart thing to do- however, just storing paperwork all over your office with no rhyme or reason is not the way to go about it. Instead, implement some organization. Go through these files, organize them by date and subject, and make sure to get rid of anything that you know is just taking up space and that you won’t need in the future.

Additionally, store anything that you can electronically. Are there work documents that you need to save or share with others? Don’t print them out and waste space and/or paper. Instead, use storage and sharing devices such as Google Drive and Dropbox. Receipts are important, but now that the IRS accepts electronic copies, there is no reason for the paper copies to clutter up your office. Simply find a receipt management tool that you can use, such as Neat Receipts, and keep track in a more efficient manner.

Utilize your planner

This one may seem obvious, but how many times have you made arrangements or been told a deadline and not bothered to put it in writing in your planner, thinking there’s no way that you will forget? Or maybe you did write it down on a scrap piece of paper and never transferred it over. How are you ever supposed to remain organized pulling moves like that? We may have already mentioned it a time or two in this post, but YOU’RE A SMALL BUSINESS. YOU’RE REALLY BUSY. If you can remember everything in your cram-packed calendar on your own without a planner with all of your engagements in one place, please share the secret with us. Not only is a planner essential for remembering your responsibilities, but it also helps you schedule without conflicts, and it helps you plan ahead when looking at everything that you need to do for the week. You’ll be amazed at how much more on top of things you feel like once you start fully utilizing your planner for every small detail. (Helpful hint: online planners can even send you reminder notifications of any appointments!)

Collaborate with your colleagues

You may be organized yourself, but that means nothing if you are unable to put up a united front with your coworkers in order to form your organized business. Making sure to keep in-sync with your colleagues doesn’t have to be hard; it’s just a matter of keeping each other in the loop. Simply schedule weekly or monthly company-wide meetings so each team member can debrief what they are working on, anything that they may have scheduled in the near-future, and any concerns that they may have. This is a way to make sure there are no conflicts in scheduling, everybody is on task, and no efforts are being duplicated.

By implementing these small but significant changes, we are confident that you will see a world of improvement in your business structure.

Want to take it a step further and get a hold on your Twitter strategy organization? We can help! Visit us at to learn more or Tweet us: @SocialCentiv.

This post was written by SocialCentiv Contributor Allie Lewis.