article thumbnail

Retrieve Your Files With Ease

Professional Assistant Blog

Then, all files are set up in an excel file with columns for File #, property address, closing date, owner (whatever data important) - then sorts are run and printed so files can be referenced and found by whatever criteria you need. This way, you can keep track of all files in any way, shape or form.

Filing 100
article thumbnail

Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  Using this for my financial documentation coupled with AboutOne.com for my employee and legal documents has proved invaluable. Microsoft Excel Spreadsheets & Having Processes In Place.