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Five steps to organize your home office

By Wave
By Wave
Reviewed by
February 18, 2020
5 minutes read

A home office allows you the freedom to tune out the distractions of everyday life and focus on your work. In addition, you can get more done in less time because there is no commute. However, the key to this productivity is organization. It’s much better for the bottom line to get that key proposal out, for example, than to hunt for that long missing tax document. Fortunately, organizing your home office isn’t as daunting as it sounds. Follow the 5 tips below and watch your productivity soar:

1. Sort Your Materials

When you’re pressed for time, it’s easy to throw your files and papers into one “To Do” pile. Unfortunately, however, this pile often gets persistently bigger, eventually overwhelming your desk, your home office and your ability to maximize productivity. The first step toward organization is digging into that mass of paperwork and creating smaller piles based upon subject, function, or importance. For example, you could place your proposals in one pile and your tax related items in another.

2. Discard and File

Once you’ve separated your documents into related stacks, you have to make decisions about what to do with them. To start, discard all unnecessary papers. Remember, your goal is to reduce clutter. Next you need to organize any papers left in your respective piles. A filing cabinet with color-coded hanging files is often the most efficient solution. However, clearly labeled file folders in a dedicated desk drawer will also work.

3. Eliminate Paper and Unnecessary Clutter

The cloud has given small businesses and individuals resources that were once reserved for large enterprises. One such resource is document management, or the ability to digitize and store important papers somewhere besides your physical office. You can, for example, send paper to a company like Shoeboxed which will scan and organize your paperwork for you. The net result is less clutter – and more organization.

4. Create a System

In order to keep your office organized, you’ll find it helpful to develop a system of rules with which to process your papers. Create a “To Do” pile on your desk and place items in it that you will definitively act on within seven days. Place all other documents in their appropriate folders or “in the cloud”. Think of these rules as analogous to those in Outlook or Gmail, where your emails automatically move to predetermined folders.

5. Block Out Time for Maintenance

If you’re like most people, time is your most fleeting asset. As a result, it’s easy to let your new organizational system slip to the point where piles of paper reappear in your office. To prevent this, set an hour aside each week to organize any documents that you haven’t yet processed.

Organizing your home office can seem like a daunting task. But if you follow the 5 steps above, you’ll quickly develop a work area where you can maximize your productivity.

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Option to accept online payments
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per credit card transaction
Starting at
2.9% + $0*
per credit card transaction
for first 10 transactions/mo
Unlimited invoices, estimates, bills
Add your logo and brand colors
Automate late payment reminders
with online payments
Wave mobile app
Unlimited bookkeeping records
Dashboard and reports
Auto-import transactions
Auto-merge transactions
Auto-categorize transactions
Add users
Live-person chat and email support
with any paid add-on
Digitally capture unlimited receipts
additional fee
Payroll
additional fee
additional fee
Hire a bookkeeper
additional fee
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Invoicing + payments
Option to accept online payments
(and create unique links with checkouts)
Starting at
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2.9% + $0.60
per credit card transaction
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2.9% + $0*
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for first 10 transactions/mo

Send invoices, estimates, and other docs:

  • via links or PDFs
  • automatically, via Wave
with online payments
with online payments
Automate late payment reminders
with online payments
with online payments
Add your logo and brand colors
Remove Wave branding from footers
Add attachments to invoices and estimates (NEW!)
Create reusable message templates (NEW!)
Invoice and estimate in the mobile app
Accounting
Unlimited bookkeeping records
Auto-import bank transactions
Auto-merge and categorize transactions
Add users to your business
businesses already auto-importing bank transactions and/or that already have users added to their businesses as of May 1, 2024
Digitally capture unlimited receipts
with receipts add-on
with receipts add-on
Manage accounting transactions in the mobile app and sync with desktop (NEW!)
with receipts add-on
with receipts add-on
Other Wave features
Dashboard and reports
Live-person chat + email support
with any optional add-on
with any optional add-on
Optional add-ons
Receipts
nothing changes
additional fee
included
Payroll
nothing changes
additional fee
additional fee
Advisors
nothing changes
additional fee
additional fee
Invoicing + payments
Option to accept online payments
(and create unique links with checkouts)
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0*
per credit card transaction for first 10 transactions/mo
Send invoices, estimates, and other docs via links or PDFs
Send invoices, estimates, and other docs automatically, via Wave
with online payments
with online payments
Automate late payment reminders
with online payments
with online payments
Add your logo and brand colors
Remove Wave branding from footers
Add attachments to invoices and estimates (NEW!)
Create reusable message templates (coming NEW!)
Invoice and estimate in the mobile app
Accounting
Unlimited bookkeeping records
Auto-import, -merge, and -categorize bank transactions
businesses already auto-importing bank transactions and/or that already have users added to their businesses as of May 1, 2024
Add users to your business
businesses already auto-importing bank transactions and/or that already have users added to their businesses as of May 1, 2024
Digitally capture unlimited receipts
with receipts add-on
with receipts add-on
Manage accounting transactions in the mobile app and sync with desktop (NEW!)
with receipts add-on
with receipts add-on
Other Wave features
Dashboard and reports
Live-person chat + email support
with any optional add-on
with any optional add-on
Optional add-ons
Receipts
nothing changes
additional fee
included
Payroll
nothing changes
additional fee
additional fee
Advisors
nothing changes
additional fee
additional fee

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The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.

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