How to Get Your Business Organized in 2018


According to the United States Census Bureau, there are at least 5.9 million firms and 7.6 million establishments in America. If you happen to be one of them, the question now is this: how is your business so far? 

Surely, you have tons of plans on how to maximize your business’ potential this year. Before you carry out those business strategies, you need to check whether your business is organized and ready for this year. 

How will you do that? These tips could help: 

1. Start By Purging Your Office 

What’s the best way to start the new year in general? Purging. As a business owner, you should be doing the same in your office. Get rid of the clutter – old voice messages, broken electronics (which you can sell for extra cash), files from five years ago, receipts, business cards, and anything that you don’t need to make your business more efficient. Donating is a good way to start the year, so look for items in your office that you no longer need but could still be useful for other people. You might not notice it, but clutter can be a source of stress. You don’t need that in your life. 

2. Do Something With Those Documents & Papers 

Since you are in the process of purging, you need to take control of those papers and documents as well. 

Here’s what you need to do: 

• Only file documents related to your business. This includes but not limited to tax records for the last three years, records of employment that are not more than seven years, legal documents, asset records, insurance documents, and purchase records for warranty purposes. 
• Consider digitizing your documents to achieve paperless office. You can do this by scanning documents, including important receipts. 
• Try digital signature program. 
• Establish a filing system for both hard copies and digital copies of documents. 

This can be tedious at first, but once you were able to identify what has to be tossed or kept, work can be easier for you. 

3. Make Sure Your Computer Is Organized

At this day and age, computers are necessary tools in business, regardless of how big or small that is. Surely, you spend a lot of time in front of the screen to get work done. This 2018, make sure you do the following: 

• Clean up your desktop. This includes tossing no-longer-relevant files in the trash bin, which most of them in the Downloads folder. 
• Update computer software. 
• Scan your computers for viruses and other performance issues. 
• Set up a digital filing system. 
• Back up important data. 

Remember: don’t take your computers for granted. If you don’t want them to let you down, then make sure you pay attention to them as well. 

4. Use The Right Productivity Tools 

We all have favorite apps that will make life easier. In a time where everything is going digital and online, it is imperative that you join the bandwagon or else, you might be left behind. After all, there are many tools that are not only useful but also make your life easier because of its ability to streamline and improve the way various departments handle their job. 

There are tools dedicated for various tasks such as accounting and bookkeeping, social media management, contact management, expense tracking, and even project management. If you are in the real estate brokerage industry, REthink CRM CRE Features also offers different platforms to help you organize and manage your business. Through productivity tools, you will be able make your business run more efficiently, thereby giving you more opportunity to challenge and take advantage of your employees’ skills. 

5. Take Care Of Your Social Media Profiles

Social media is an essential platform in doing business these days. Decades ago, you have to spend an enormous amount of money to market and advertise your business. Today, you can simply post and advertise your product or service on your chosen platform – with an option of spending only a few dollars to get it advertised. 

This year, make sure you tidy up your social media profiles. Choose one or two platforms and focus on that. Deactivate accounts where you rarely post since they won’t be helpful anyway. Remove products that are no longer offered and delete unnecessary posts that are not helpful for your business. Schedule posts and don’t forget to share information that could be useful for your followers. After all, people who follow brands are most likely loyal to them. 

6. Manage Your Email Inbox

When you were starting your business, you subscribed to almost everything because you never want to miss out any opportunities. That’s fine – if you’re just starting. 

On 2018, purge your email inbox and get rid of messages you had years ago that might not be useful for your business. Unsubscribe to newsletters and other subscriptions that you no longer need and read. Don’t forget to create folders that will direct where a specific email message goes to, so it won’t interrupt your normal workflow. Clear that Trash folder as well. 

So, are you ready to get your business organized this 2018? Don’t worry. These tips will help you become more efficient after.


I hope you enjoyed this article about how to get your business more organized and efficient this year.

Interested in more articles about organizing your business?

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