How do you stay organized?
Lately as I take on more and more and bigger projects I’m beginning to feel the strain of staying organized. This doesn’t mean keeping meetings and such as I do fine with that. I also have no problem meeting deadlines for proposals. Here is where I’m having problems:
Computer Files: I have a PC at work, another one at home and a laptop for traveling. I do most of my primary business work and work, most of my web based business from home, and most of my travel work is loaded on a memory stick not saved to my laptop. The problem I’m running into is that I have 160GB hard drive at home where I store all my site files. I have a network drive at work where I store year’s worth of business files.
I never know when I’ll have time to work on what nor do I know when I’m going to get an email that I need to respond to and what information I’ll need access to in order to respond to it.
Is there a (reliable) service where I can store all my information at once place? I’ve tried goto my PC and I hated it (to slow). I’ve also tried shared network drives on my corporate servers (I don’t want to keep my personal business on a server with my primary business)
Any ideas?
Accounting: I use QB for my primary business and I have zero problems. I use a separate version on QB for my personal (secondary businesses) and have little problems. I use Quicken for my personal finances yet I do not keep up with it. I have to keep my primary and secondary businesses separate for legal reasons. The problem is I’m eight months into a huge project and I’ve mixed personal expenses with secondary business expenses. I have a mess on my hands. The reality is that my personal expenses and secondary business expenses are one in the same (for the most part).
Do any of you use software that can easily track multiple bank and credit card accounts and then allow you to separate those expenses into different categories (business / personal)? I’m sick of falling behind and using hand written or excel reports. This also plays into recording income properly. My CPA was not happy with all the envelopes or receipts he got this year.
Any ideas?
Help me get organized!!!! ahhhhhhhhh





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