Bottom Line Organizing

Edmonton’s Business Organization Professionals

Purging unnecessary papers and mess

We will determine what needs to be kept and what can go. You will feel more relaxed and at ease in your workspace.

Setting up filing systems

We will find a system that works for you, where it’s numerical, alphabetical and/or colour coded. We will ensure that it’s logical, simple and functional, so that you can find what you need when you need it!

Creating space for accounts payable and receivable

We will set up a functional system for you to manage your accounts payable and receivable, so that you consistently invoice your clients correctly, and don’t incur any late bill payment fees.

Organizing your business cards, brochures, and marketing materials

We will create a logical system so that you can stay on top of all your contacts and marketing materials.

Organizing your office supplies

We will make sure that you can find what you need when you need it!

Setting up proper storage for important paperwork and documents

We will create a visual system based on your preferences, so that you always have a handle on what you need to accomplish.

Setting up organizational whiteboards / to do lists / project lists

Tickler file allows you to gain control over paper that you want or need to take action on at a date in the future, but not today. You’ll never miss a deadline again!

Setting up Tickler files

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Password lists

If you’re using a different password for all the sites and apps you’re signed up for (and you really should), there are only so many combinations of letters and numbers you can hold in your head at once. We will help you choose the best tool to remember and store your passwords securely.

Setting up filing systems on your computer

We will create an electronic filing system to organize and store your data that parallels your paper and/or email file structures.

Setting up cloud storage

We will help you set up personal cloud storage, so that you have the advantages of cloud storage, with the security of having everything locally stored.

Setting up computer backups

Computer loss, theft, natural disaster, and accidental deletion, are just some of the ways that you can lose the data you’ve spent so long creating and accumulating. We will prepare you for the unexpected by having a good backup strategy in place.

Setting up calendar syncing

We will guide you through syncing Outlook calendar with Google Calendar and/or iPhone. When you enter an appointment in Outlook, it will show up in your Gmail and iPhone calendars automatically. Edit the event later in Google Calendar, and the changes will be reflected in Outlook and on the iPhone instantaneously.

Setting up automatic reminders

We will show you how to create reminders in Google Calendar and/or Outlook, so that you never miss an appointment or a birthday!

Email set up on smart phone and tablet / iPad

Access your email while on the go! We will show you how to configure and set up all your email accounts on your mobile device.

Quickbooks set up

We will show you how to set up QuickBooks, how to avoid common mistakes, and provide you with guidance on how to get the most out of the bookkeeping program.

Quarterly bookkeeping review

We will help you set up a schedule of good bookkeeping practices by grouping them into daily, weekly, monthly and quarterly tasks. We can assist you with ensure that all the paperwork is organized and available for your accountant.

Organization for tax season

We will help you create a filing system that will make the process of filing your return even easier. In consultation with a tax professional, we will determine what types of items to file and keep for reference for your small business taxes.

Review of all bills to find available savings

We will evaluate how much you are paying for goods and services, and look at where savings can be made, keeping more of your hard earned money in your pocket.

Accounts payable and receivable

We will create a practical and efficient system for you to manage your accounts payable and receivable, so that you consistently invoice your clients correctly, and don’t incur any late bill payment fees.

Streamlining your invoicing

We will conduct a review of your invoicing system, and ensure that your invoices contain every relevant piece of data. We will help you set up a management system that will allow you to track receivables, including how many invoices have been sent, how many have been viewed, how many have been paid, and how much remains outstanding.

Setting up PayPal, Square, and other payment systems

We will work with you to set up electronic payments, using online systems such as PayPal, Square, or others.

Organizing your important insurance documents (home based business, liability, WCB)

Insurance records (Business, Liability, WCB, etc.) need to be properly stored and filed for quick access. We will assist you to identify what to keep, how to maintain the records, where to keep the items and when your files should be updated.

Social media (Facebook, LinkedIn, Twitter, and HootSuite)

We will help you set up your online profile so that you can deliver a consistent presence over all platforms. We can also connect you with professionals who will write and create social media content for you!

Newsletter set up

We will work with you to create a newsletter template and distribution through programs such as Mail Chimp.

Email signatures

We will show you how to create email signatures in Outlook, and how to assign them to different email accounts.

Create client packages

We will work with you to develop packages for your goods or services, providing your clients with more options.

Creating and organizing forms, form letters, and other standardized communications

We will help you create standardized forms for recording data, as well as form letters and business stationary. This will ensure consistency across all your printed materials.