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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.

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