7 Easy Ways to Keep Your Small Business Organized

by | Mar 2, 2020 | 0 comments

This post is editorial content and may contain links through various affiliate programs such as Amazon, which means I may receive a commission from any links you may click on and make a purchase from.

When you keep your small business organized, your business will flourish & grow by leaps & bounds. Not only does it help you, but clients as well. You also are able to focus on what matters the most, your clients or customers.

Good organization is the pillar of all good business. It is how you’ll see growth, how you can keep on top of your finances, and how you can create a culture of care and attention to detail. 

Getting organized when you don't have a lot of cash or extra hands to help can seem like a daunting task. But actually, there is plenty that you can do to make it happen for you. 

Desktop - keep your small business organized
Photo by STIL on Unsplash


Where you work and how you work are closely linked. If your working space is messy and disorganized, you’re going to feel the impact of that. This is a simple start, but what you will be doing is making sure that your working space is as organized as possible. 

Start with your desk. If it is cluttered or has coffee rings, then you need to tackle that first. Make sure that everything has a place, and if it doesn’t – consider if it needs to be on the desk at all. 

Paperwork tends to be something all business owners will deal with, so getting an organizer for that is going to help. Lable each tray of the organizer and dedicate it to something. 

Now is also the right time to take a look at the files on your computer. If they are over a certain age, or you don’t need them, then consider putting them on an HDD or cloud storage. They’ll be there when you need them, but never in the way when you need to find something else. 

Social Media

Although you should still have live social media posts going out often, it is easier to create automatic campaigns to run. This will mean you don’t need to spend hours each day working on replies and content, you can dedicate a day or two putting everything together and then add it to a social media tool.

Here are a few options for you:

  • SocialBee
  • CoSchedule
  • Buffer
  • Edgar
  • MissingLettr
  • Facebook Creator Studio (this works for Facebook pages & Instagram business or creator accounts)


Do you ever wonder how much time you spend trying to remember all of your passwords, forgetting them and resetting them? The best way to keep your small business organized is to remember the passwords you use for your programs.

Most computers will remember all of your passwords for you, but that means that if you are away from your own computer, you might be stuck. 1Password can manage all of your passwords with ease. There is a 30-day trial, and you can take a tour before committing to anything. 


As a small business owner, you need to track your own time well, not only that but help your staff keep track of theirs too. Even if you don’t need to track your time in order to invoice a client, you should be aware of how much time some tasks take up. 

Using something like the Sling schedule maker app, you can create schedules for yourself, and your staff and all keep up to date with who is working on what and when. 


If you work in one file, and only at your computer this might not apply to you as much as some other tips. However, if you work a lot on the fly and like to add information, photos, and more to a project to go over later, then Evernote might just be your new best friend

You need to decide if you’re going to create different files for each one, or you are going to add everything and wade through the content later. Create a system that works for you and keep to it. 

Trello - keep your small business organized
Trello helps keep businesses, bloggers and virtual assistants organized on a daily basis.

Trello is another great program that you may want to consider, especially if you have teams that you want to keep in the loop or assign projects to. Trello is an easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. It will definitely help you keep your small business organized and on top of projects.


In some countries, you will need to manage your taxes and/or VAT monthly. To take the stress out of doing this, you need to keep great records and report them correctly. There are a few options when it comes to tracking software, and QuickBooks comes highly regarded. 

Taxes - Keep Your Small Business Organized

My friends at Quickbooks and I want to help you stress less about filing your taxes this season. Using TurboTax makes filing easy by walking you through your taxes step-by-step while effortlessly importing information from your W2. To redeem this special discount of up to 20% off TurboTax Online and 10% off TurboTax Live. Using a program like TurboTax for your taxes and Quickbooks to keep track, helps keep your small business organized in ways you never knew you needed.

Better Saves

If you need to keep track of a lot of information and you are adding things to your Bookmarks, then you might find that gets a little overwhelming unless you know what the title or website was (roughly). Switch to Pocket, and you can click the icon on your toolbar (after installing it) and label the article for a later date. 

If you aren’t taking steps to keep your small business organized in ways you are likely to find that the messier things get, the more overwhelming and difficult it will be to manage. To implement the right tools for you and your staff now. 

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