I want to tell you some of the steps I use in running AMF Typing Services.
I keep records of everything.
I keep client files, client details on pc and in their own personal files.
I keep a work schedule in MS Word, I use this to document every job that comes into my office. I log the date, time, what the job is and what is involved, deadline time, time the work actually is done by, and who is working on the job as some jobs are contracted out.
I also keep an Excel spreadsheet of all invoices I send and to whom, for contractors and clients. This is updated as required.
I also keep logs of specialist VAs and contractors, who are specialists say in PowerPoint, bookkeeping etc.
I keep as much information as I need for my job/business on paper and in email folders and MS Office.
I fully believe in keep good records as often you need to back track.