Top Tips for Organizing Business Files Efficiently by Jan Southern

In this episode, Jan Southern shares valuable tips on how to organize your business files effectively. Implementing these strategies can help your team stay aligned and efficient.
Importance of mutual agreement on file organization
Ensuring the decision is made by the file users
Commitment to follow the agreed-upon structure
Avoiding the futility of unimplemented rules
Further resources for organizing files
ABOUT FERGUSON ALLIANCE
Ferguson Alliance is a boutique family business advisory firm in Houston, Texas.
Our mission is to help family businesses live longer by providing practical business advice from experienced advisors.
Check out our Ultimate Guide to Family Business Prosperity for dozens of resources about family business planning, succession, governance, financial strategy, team management, and leadership. No opt-in required.
ferguson-allia...
Want to speak with one of our friendly family business advisors? You can book a call here: ferguson-allia...