3 Ways to Keep Your Business Organized Three tips for keeping your small business organized and efficient!

Have you ever read The Life-Changing Magic of Tidying Up? It’s an amazing book I (Kelly) recently read about tidying up your home. There are a lot of really neat concepts within the book, and it made me think harder about organization than ever before.

Over the years, I’ve been known to discard more than the average person — but, this weekend, my husband and I followed the KonMari Method — and 3 car-loads later and 7 garbage bags later — we had discarded over 30% of all our belongings. (It just goes to show that, even when you don’t think you could be any more organized, there is always room for improvement!)

Being organized helps you to feel more positively and to work more efficiently. Just like I believe in (and love) home organization, I also believe in business organization! Today, we’re excited to share 3 ways to keep your business organized!

3 Ways to Keep Your Business Organized

  1. Discard what you don’t absolutely need. At the end of 2017, Andra and I reviewed all of the softwares, systems, products, and services we use(d) at With Grace and Gold. We brainstormed new ways to go about doing business, so we could reduce the number of monthly expenses we have within our business. We discovered we weren’t using certain softwares as often as we thought we would, and we slowly chiseled away at our list of subscriptions. By discarding what you absolutely don’t need in your business, you’re able to polish and truly refine your business. Doing business becomes less complicated, because you’re as organized as can be. What systems or softwares could you get rid of in your business? What products or services don’t you use as often as you believed you would?
  2. Use a project management system. Our project management system, Basecamp, has been a lifesaver in our business. There are lots of project management systems available (Dubsado, Trello, Honeybook) but we really love Basecamp. It creates a daily prioritized to-do list for us, and it allows us to keep all of our clients’ details well-organized from hello to Launch Day. Having a project management system can actually help to reduce (or condense) the number of softwares or systems you use in your business. Essentially, you can create a “one-stop-shop” for all of your client projects, business projects, and business to-dos.
  3. Use cloud-based storage. You should know, I am very meticulous when it comes to folder organization. I label folders with 01 – Mood Board, 02 – Logo Concepts, 03 – Stationery Concepts, because I’d like them to appear in a certain order when sorted alphabetically. While some may tease my level of meticulousness, it’s helped us to stay super organized at With Grace and Gold. We use Dropbox for our cloud-based storage, and every client has a folder. Every folder is organized alphabetically, and every folder within those folders are organized alphabetically, too. There is also uniformity from folder to folder, because consistency helps us to keep organized, too!


What do you think about these organizational tips? What has helped you to stay organized in your business? Comment below, and let us know!


With a Bachelor of Science in Business and a Master of Arts in Teaching, Kelly has long had a passion for serving and encouraging diverse women in business. Today, she serves as a college-level Instructor of Entrepreneurship and is honored to serve creative women in business wholeheartedly as co-founder of With Grace and Gold®. 

co-founder and educator at with grace and gold

Kelly Zugay

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