Business Filing System Small Business Company Folder Structure Template

Very small or new businesses can start off with one folder filled with dividers for each section.

Business filing system small business company folder structure template.

Marketing would have folders like admin ads budget and logos while it might have folders like installers network and inventory. The following table suggests essential file drawers to label in an actual file cabinet or two and what must keep information to file in each. An entry in your file locations list might be. Part of small business kit for dummies cheat sheet.

If departments tend to lead their own projects as opposed to company wide initiatives this structure is ideal. 40 marketing branding logos. For instance suppose that you use images video or even paper photos in your business. Instead of flipping through folders and stacks while risking papercuts and headaches a digital system will allow you to search a few keywords or sort files into an alphabetical list and easily find what you want.

The number of folders or binders you need will depend on how many transactions your business carries out. Filing receipts and invoices properly is one of the most important things a small business needs to do. Digital filing systems automate the finding files aspect of your office filing system. This doesn t strictly have to be by computer file type but instead can use folders with names like.

File type based file organization system. And the like within each folder you put all the files of that kind. Floating folders are the easy way out rather than committing to using an effective file structure. A file type based system groups everything into folders based on what kind of file it is.

No folder structure or file organization system is going to be perfect. However it helps to have a base system from. A nonexistent or messy filing system can add days of extra effort at income tax time as you don t want to miss out on tax deductions because of missing receipts. Receipts and invoices.

Furthermore if others are looking for folders alphabetically they could easily miss a floating folder and duplicate information. After that people can make up logically folders to group similar documents. For example if you wanted to file your company logo files i would recommend they go in a folder under this structure. Work with managers to create subfolders that best meet each team s needs.

And i suggest you use this structure for filing your emails under your email inbox. Create a file structure on your computer or network that works for you. Remember to include whether or not the file will be on your computer system an in house server in the cloud or filed in a physical location such as a filing cabinet. Every business is different so your filing system will be different too.