How To Stay Organized While Working From Home (11 Ways) [INFOGRAPHIC]
How to Stay Organized When Working Remotely: 11 Steps You Can Take to Boost Productivity and EfficiencyClick here to jump to the infographic.
Step 1: Always Keep Your Workspace Clutter-FreeIf you’re having a hard time figuring out how to stay organized, first take a look at your environment. As a bookkeeper, you’re going to be dealing with a lot of paperwork. However, that doesn’t mean you should have a desk covered with paperwork everywhere. Having clutter around your workspace makes it harder to focus. It also increases the chances you’ll lose crucial paperwork. After each workday, make sure you clear off your desk. Don’t leave anything just lying around unorganized on your desk. You can try placing them in separate folders that correspond to certain clients or projects. In this way, you’ll find it easier to locate your files and avoid mixing them up, especially if you’re working with multiple clients.
Step 2: Organization Tips for Work: Streamline Your WorkflowOnce you get more experience as a bookkeeper, you’ll discover that some methods work better than others when it comes to your work. You’ll be able to develop your own type of workflow and later on, find ways to improve it. Here are some ideas you can consider trying to improve your workflow:
- Try saving a digital copy of every paperwork that ends up on your desk by scanning it. In this way, you won’t lose anything.
- Figure out which time of day you’re most productive at. Having routine conditions your body for work and helps you stay more organized.
Step 3: Upload to Cloud StorageOne of the perks of working remotely is that you get to work anywhere. However, not having an office also means you don’t have a permanent base where you can pool all your work tools and resources together. Thus, it’s important to make sure everything you need is always accessible to you regardless of where you’re working from. To do this, you can upload all your relevant work files to cloud storage. In this way, you’ll have access to your files anywhere, as long as there’s an Internet connection.
Step 4: Use CRMsAs a freelance bookkeeper, you’re essentially starting a business as a self-employed individual. Therefore, you have to ensure you have the right tools to help you be at your best. One such tool you shouldn’t ignore is CRM software.
Customer Relationship Management (CRM) Software Definition: This refers to software designed to help businesses manage their relationships with customers. In this type of tool, data science is used to help optimize the process of gaining and retaining customers.CRMs can be helpful in managing your relationships with clients. If you want to know how to stay organized and on top of your business relationships, then CRMs are the way to go.
Step 5: Create a Daily Schedule Ahead of TimeAlthough being a freelance bookkeeper gives you more freedom over your time, this also puts you at risk of procrastinating and remembering dates. Since you’re only responsible for yourself, you might end up forgetting key events and meetings. To become more organized, you have to learn how to manage your time. Let time work for you instead of the other way around. Before you even start your day (or preferably the night before) you should make sure you already have a daily schedule set up. If you’re just starting out, it can be difficult to determine time allocation and deadlines. After all, you don’t know how long it takes you to deal with certain tasks or projects yet. However, don’t worry too much about it, since you’ll get the hang of it over time. Just try to forecast how much time you’ll need to do a task, then check how much of it you can do in a day with your available time and with other meetings or events scheduled for that day. RELATED: 7 Reasons Why Virtual Bookkeeping Is A Great Job For A Stay-At-Home Parent
Step 6: Make a List of Tasks to Accomplish for the DayFreelancing is often associated with freedom of flexibility. However, the freedom you have might end up with you not knowing whether or not you were productive for the day. For easier monitoring of your tasks and progress, create a list of all the tasks you need to get done for each day. You can do this manually, but there are also plenty of online task management tools that can help you keep track of your daily tasks.
Step 7: Keep Yourself TidyIt’s not enough that your desk looks clean. It’s also not enough that your workspace is clean. Although it might be tempting to work in your pajamas, it’s best to refrain from doing so for several reasons:
- It won’t get you into the work mindset. If your subconscious associates pajamas with bedtime, then you might have a harder time focusing at work.
- Looking good can also help you feel good as well. It’s like wearing a suit of armor to get ready to take on the challenges of the workday.