Saturday, January 23, 2010

"D.R.A ~ Daily, Reference, Archive ~

Today, while working with my client, it was made very apparent to her how much paperwork she actually had. As we went thru these large stacks, she kept saying; "Why did I keep all this?"
Because she had me with her, her fear of tackling this feat was reduced to a few sighs here and there. She also felt more at comfortable throwing away half or more of what was in front of her, because of the some of the ways the internet could work for her
As we enter further into the computer/internet world, so many pieces of mail we receive can be eliminated. For example; she had every single electric, water, and trash bill from 4 years ago. She did not know unless you can write off these amounts thru a business, it is NOT necessary to keep the paper copies anymore. It is very easy to go online, register with your utility companies, and request paperless bills. You can also sign up with your bank to pay those bills directly. The process is quite easy once you get started. Just a note ~ It is very easy to request any copy of any bill, when and IF you ever need it.
Lets discuss the "3" types of file categories: Daily ~ Reference ~ Archive
For paperwork you wish to keep, but never need to look thru, unless there is an audit, etc., purchase plastic file boxes. These are considered "Archive"
Because you have used plastic containers, they do not need to be kept in "controlled/air conditioned" environments. Place those containers in your basement, attic, or garage. Get them out of your daily work area.
The second category is "Reference". These files contain insurance information, mortgage statements, family medical histories, etc. Keep these files nearby, in a closet in the office, or tucked away that would be easy to access. But they do NOT need to be in your file drawers, unless you have the room. You can use "bankers boxes" for these files. These files will be kept in air conditioning therefore you won't need to worry about moisture/mildew, unless you choose to use plastic containers. That is your choice.
Lastly, but certainly not least important are your "Daily" files. This category can contain whatever you use on a daily/weekly basis. You can structure what goes in each category based on your personal scenario.
This strategy will dramatically reduce your paperwork overflow. Try it and see!!

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