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Organize Your Paperwork

Lesson 2 of 7

Identifying Paperwork: 3 Types


Organize Your Paperwork

Lesson 2 of 7

Identifying Paperwork: 3 Types


Lesson Info

Identifying Paperwork: 3 Types

So let's, talk about the benefits to going paperless. Filing cabinets are ugly. I mean, yes, they've done a great job of making them pretty creighton barrel, you know, west down they all of great options. Really? They dio those air expensive. Usually the ones you get in staples. Inexpensive but let's, be honest, it's, hard to accessorize a room with that in it. So I would say a benefit to going paperless is not having toe house a filing cabinet. Right? Um and then the other benefit is finding things faster. So I was helping a friend recently who prints everything else she's like I have to ever printed out. This is the way work. I put it all in a binder, so I said, well, let's, let's, just do a fun challenge. Why don't you tell me something that exists in the binder? And she copies everything. So everything is also available on her computer. She's got everything there. She's got it duplicated in a paper binder I said, well, why don't we look for the same thing and see who can find it fi...

rst? So she looks in reminder and I immediately find it using the search function on her computer so automatically you confined things typically way faster than you can searching a pile of paperwork because let's be honest, a pile of paper while you may know where things exist it's not searchable if someone else were to come in and look for something they absolutely couldn't find it and it's probably not as quick to find stuff that way um better for the environment sure they make recycled paper but at the rate that we're going we're really not doing any service to the environment so that's definitely something to think about and we can work from anywhere on dh I don't mean just working at starbucks for the day I mean literally you can take your laptop and go away for an entire month because you have everything you need at your disposal recently just in may I worked for the entire month traveling around to different state and because I had everything on my laptop I was able to deal with everything even a trip we were taking that summing up he needed my passport number that typically would just live in your house and a safety deposit box but because I had a copy of that on my computer I was able to give him that information so literally it's something to consider if you really want to start to travel more and you know are needing to be mobile um it's a really great benefit to going paperless okay, so now I would like to talk about the three different types of paperwork that we're going to be dividing our paperwork into, um, so I want you guys to think about your piles of paperwork is just that their piles and I want to break it down a little bit more that way, you'll be able to make really quick decisions, and you're going to know where everything lives, which is super important because, again, paperwork, it's overwhelming. We're looking at it it's like, how do I even divide this stuff up? So I'm suggesting that we use three really broad categories. The first is active, and again, this is my language. You can make this your own, you can customize it, but active paperwork are two duis, their projects you're working on their received, you need to scan in their receipts that you need to get reimbursed for, um, other active paperwork might be pending. So invitations, things you need to r s v p to ah, what are some other things that might fall under active paperwork that I might not have mentioned? You guys think of anything? Um, I don't think I'm missing anything anyhow, so you might even have a to scan file that would be an active or to file that would be an active piece of paperwork are inactive category. The other type of paperwork we have our filed papers so these are things that would live in your filing cabinet I'm suggesting you start scanning those things those are things that you really don't need to keep for the most part in paper form we'll talk about record written for attention guidelines but that's a lot of stuff that you can take digitally um and then our last is archival, so archival paperwork, our tax documents, their tax returns, they're supporting documents for texas they are memorabilia cards, you get all that paperwork, it actually shouldn't be taking up room in the filing cabinet, I would suggest you box that stuff up and put it in a closet far away because chances are you're probably not looking and pulling out your tax return with a glass of wine we really nothing's you're doing that with any paperwork, really, but that stuff that we can just put really far away because a lot of times I go into a client's home and I have a whole filing cabinet just stuff with tax paperwork, that stuff that we really don't need unless the irs comes calling or we need to prove something and typically we don't need to do that, so I would suggest getting that stuff out especially if you are going to use ah file box or filing cabinet in the office it's an easy way to clear a room

Class Description

Paperwork is an essential part of running a business, but you shouldn’t be swimming in a sea of it. Learn how to keep track of the essentials and do away with the all the rest in Organize Your Paperwork with Beth Penn.

Beth is committed to keeping organized. In this class she’ll share all the tricks of the professional-organizing trade and help you make sense of your stacks of a paper. 

You’ll learn how to: 

  • Create a filing system that actually works for you
  • Store scanned documents in an organized way
  • Use apps designed to declutter your life
  • Know how to get your hands on any document you need, no matter where you are

Beth will help you develop efficient systems so you spend more of you time working with clients and less time on the paper trail. You’ll learn about the three primary types of paperwork and how to categorize as it comes in.

Organize Your Paperwork with Beth Penn will arm you with organizing tips you can tailor to your business and life so you spend more time focusing on what really matters and less time on what doesn’t. 



I tend to agree with Bonnie - it didn't solve all of my organizing problems, but it was helpful for the price paid Pluses - 1) she suggested several interesting apps to explore 2) "need to make the environment for dealing with paperwork attractive/supportive" - it should be obvious, but it was a good reminder Minuses - 1) I wish there had been more emphasis on setting up a paperwork system. 2) The scroll down highlighted "transcript" was interesting, but it was obviously not edited - there were misspellings and mis-transcriptions, which takes away from the professionalism


I have a generally short attention span, so I have studied a lot of organization skills over the years to help me stay successful through school and grad school, and while working in corporate jobs. Now as a business owner I am looking to expand those skills since I have to learn so many more skills and be involved in more aspects of the business. I found this class informative and easy to learn from. I was able to complete the class in one seating, and I have about 4 pages of notes, including concepts and new tools I'm looking forward to implementing and experimenting with. Highly recommend.


Well, I found this instructor hard to follow. She seemed a little scattered, maybe she was nervous? She jumped into showing things without a good explanation of why she was doing it. I had hoped I would get more info on how to organize files in a file cabinet but there was not a lot about that, very general. She put files in wall hangers but I'm not sure why those particular ones went there and not in the files box and what was really going into the file box or being scanned. She showed some phone apps but I never quite caught what they were or how they actually worked. So many computer programs and apps to pay for and paying for sending receipts away to be scanned, paying for shredding, etc. I can't afford all of that. I wouldn't send out my personal papers for someone to scan - is that safe - or put my stuff in an envelope and mail it to be scanned -what if it got lost. I can scan and shred for myself. I don't like having so much of my life in the "cloud" for a couple reasons. I am not sure I'd remember where everything was and it would be a major mess if something happened to me and someone else had to get into all of those places. I will take some of the good bits and pieces and use those, as there were some good tips. I bought the class on sale for only $20 so I guess it was worth that.