Today I helped a CPA organize his office. When I walked in, his desk was littered with loose papers and there were , “to read when I have time” piles. Sound familiar?
At first he seemed reluctant to clear them. As we proceeded, he became more comfortable.
By the time I left:
1) His papers were integrated into an action file, that included a folder for items that his assistant needs to act on.
2) He purged items from the “to read when I have time” piles and set retention guidelines for magazines.
3) I had created an action file for his assistant and she scheduled a time to meet with me to organize her workspace.