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Posted

I found the missing second key to my office (that I just knew I put in a safe place so I would remember where it was)  I totally searched for two days, gave up and about a week later moved some papers and there it was!!!!

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Posted

My desk is always clean. Yes, I'm one of those. I have a hard and fast rule: only one client's file on my desk at a time. I don't want clients records ending up in another clients file. I've seen this happen at other firms where I've worked.

  • Like 6
Posted

JM, I do too.  Years ago at the last firm where I worked, I had a client actually ask if I had any work remaining unfinished because everything was put away and tidy except theirs.

  • Like 1
Posted

I also have to put everything out of sight that has to do with clients when a client arrives; only his paperwork on my desk.  That's one reason why I've been sending hubby out to make deliveries and get signatures, so I don't have to clean my office!  And, getting more clients to use FileShare on my website.

  • Like 3
Posted

Best thing I ever found was a client's check that got buried for three weeks.   

 

Yeah!   Sometimes I open the setup folder and find a check in there.  So many of my clients pay when they bring it in and I don't like to cash the checks until their returns are finished.  There are some really good people in this world.  (and on this board)!

  • Like 5

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