Organize your business files with a simple Google Drive system that's easy to maintain and built for small business owners.
If you're constantly searching for files, saving documents in random places, or wondering where something belongs, this kit will help you create a practical organization system that works as your business grows.
What's Included
- Quick Start Guide to help you set up your system without feeling overwhelmed.
- Recommended Folder Structure Guide with a complete business folder system, file naming guide, organization best practices, and common mistakes to avoid.
- Business Cleanup Checklist to organize your existing files step by step.
- "Where Should This Go?" Guide showing where common business documents should be saved.
- Monthly Google Drive Reset Checklist to keep your Drive organized over time.
- New File Checklist to help you consistently save and organize new files.
- AI Prompt Pack with copy-and-paste prompts to customize and improve your organization system.
- Frequently Asked Questions covering common setup and organization questions.
Perfect For
Small business owners, freelancers, consultants, coaches, and other service providers who use Google Drive to manage their business.
You'll Finish With
- A clear folder structure
- A consistent file naming system
- An organized home for your business files
- Simple habits to keep your Google Drive organized long term
No complicated software. Just a practical system you can start using right away.
Terms:
Due to the instant-access nature of digital products, all sales are final. If you have a question about whether this template is right for you before purchasing, feel free to reach out at kati@simplyhealthybookkeeping.com and I am happy to help.
This template is for personal or single-business use only. It may not be resold, redistributed, or shared as your own product.