List Categories | List All Articles | List Articles By Title
Getting Organized For The New Year - Part 2
In part 1, we discussed a system you could use to organize your office. In this article we will discuss what material is needed to implement that system.
You will need the following items for your office system. Calendar/Daily Planner; Accordion File (1-31); Manila Files with the Months of the Year (Or you can make them up yourself - a lot less expensive); Hanging Files; Manila Files; Boxes and Envelopes (9 x 12).
The calendar/daily planner will contain all appointments, meetings and deadlines for project.
The accordion file dated 1-31, along with the Manila Files with the Months of the Year will contain materials you have tickled. The tickler file is a very popular system in legal offices. Any materials you need to act on by a certain date are tickled, usually one week in advance. It is also used for standardized meetings. For example, if staff meetings are conducted on Friday, place a Manila folder entitled Staff meeting in the Friday slot, and place any agenda items or meeting items in the folder. Remember to tickle it for the day before the meeting, if you need to make up the agenda, or give agenda items to someone else. This system is also excellent for gathering information for client meetings. This system will also serve to give you a clean desk, as you can place To Do items for the next day in your tickle file. It is also used to put in notes to yourself to follow up on certain items.
The hanging and manila folders are for your files. Boxes are for your records and files to be stored in at the end of the year.
The 9 x 12 Envelopes are used to hold your receipts, canceled checks, expenses and income sheets. You should label one envelope Income and place your income sheet in the file and note when any checks come in. Label one other envelope as Expenses and put in it all receipts for purchases, canceled checks, and any other expenses you generate. At the end of the month tally up the monthly totals. I place the month on the envelope and separate my expenses into categories, such as supplies, telephone, utilities, copying, postage, etc., put the total cost next to the category and then a final total. At the end of each month's tally, paper clip or staple that month's receipts together, place them back in the envelope and file for the following month. Since most self employed individuals pay estimated taxes every 3 month period, the envelopes will have 3 months on them, for example, October, November, December. Remember bundle each month's items separately. Seal the envelopes, file them, and then you are ready to calculate the amount to pay the IRS for the next estimated period.
In December of each year:
1. Box up last years files.
2. Make up new hanging files and manila folders for the new year. If you are need of a label program, Avery Pro for the laser is excellent. It is easy to use, you can import files from popular word processing programs and it has its own database manager, which will allow you to re-run these same files for the next year.
3. Enter all standard meetings in your calendar or planner for the coming year.
4. Put all your income, expenses and other records you need for tax preparation in one box. Run your spreadsheet program or financial program to see what your income and expenses came to for the year. Do up a budget for the coming year, a projections sheet to determine how many clients you need to increase profits, and cut any extraneous expenses.
Following this system will enable you to spend more time on growing your business. Good luck. For more organization and time management strategies for your business, check out our Home Business Manual at www.homebusinesssolutions.com/products/products.htm
Interested in having your own successful, home based creative real estate investing business? Chuck and Sue have been helping folks start successful home based businesses for over 19 years, and we can help you too! To see how, visit http://www.homebusinesssolutions.com for the latest FREE tips and tricks, educational products and coaching in creative real estate investing and home based businesses. No time to visit the site? Subscribe to our "how to" Home Business Solutions Digest, it's like having your own personal coach: mailto:subscribeHBS@homebusinesssolutions.com
Organizing Your Day
One of the hardest things for most individuals working from home is to stay focused. One of the best ways to stay focused is organization.
Life Lessons - Get What You Want; A Lesson from a Green Sea Turtle!
Sometimes major life lessons come from the most unlikely of sources. As strange as it may sound, I learned one of my biggest lessons about the importance of knowing what I want out of life and the best way to get it, from a green sea turtle.
Everything Fits Together Perfectly!
Here's a little lesson I experienced while packing boxes for my move to Victoria, BC.I decided to pack my own belongings so that I would have more money to set up my apartment once I'd moved.
Time for a Clean Out
Time has flown. It's been six months since you came back from your relaxing holiday over Xmas and New Year.
Overwhelmed? Try the Red Zone Tactic
Some people seem to be born organized. You probably remember them from school: the ones who always had well-organized pencil cases equipped with erasers, sharpeners, pens, scissors and glue-sticks (probably in duplicate).
Organized Living-Secrets About Your Lifes Hidden Power Revealed
An organized living lifestyle can cause you to weed out those prolonged situations of failure..
Four Easy Steps to An Organized Closet
The National Association of Professional Organizers has dedicated January to clean out those closets, but don't wait for January -- now is the time. Exciting this task is not, but by devoting a couple of afternoons this month you can reduce unnecessary search time and you may even find some extra storage in the process.
Letting Go of Clutter In Your Office
Some people would say I'm the last person in the world to be writing about clearing out clutter; I seem to accumulate so much of it. But I also get rid of it, when it reaches the point of bothering me.
Thinking Outside the Box
Much of my time as a Professional Organizer is spent helping people to put things into containers and boxes. But, success in this business requires as much thinking "outside the box" as it does about putting things into containers.
Is Your To Do List The Problem?
You start each week with great intentions. You are determined to get a grip of your workload.
Home Organizing Tips & Gizmos
Staying organized can be a constant battle. The following organizing tips should help you in various areas of your home, even if you are "organizationally challenged":? Entryway: To avoid chaos whenever you have to leave the house in a hurry, designate a "place" in the entryway for essentials to be stored (keys, purses, wallets, etc.
Remember when you charged into the office that first day, all primed to make the new year the best ever. You made a New Year's Resolution that you would definitely get organised to start the coming year with a bang! So what did you do? You cleaned out all the clutter that had accumulated throughout the past year and in some instances, the past decade!And once you had completed this mammoth task, you felt fantastic.
New Business? Changing Careers? Youve Got a Whole New Ball Game
When you embark on a life transition, the skills that brought you success in a former life will no longer work. It's like trying to play football on a basketball team.
Managing Mealtime Madness
It is 5:00 pm and Cindy has no idea what to make for dinner. In the process of searching through the freezer, she causes an avalanche of frozen foods to fall to the floor.
5 Easy Steps to Making Housework More Manageable
Sometimes the task of keeping a clean, tidy house just seems overwhelming. Why is that? Because it never ends! You never get done! In order to make the task more manageable and give you the feeling that you have accomplished something.
Feeling Overwhelmed and Unorganized? - How to Use Index Cards to Organize Your Life
Feeling Overwhelmed and Unorganized? - How to Use Index Cards to Organize Your LifeAre you still looking for the perfect organizing tool? Is your Filofax too bulky and heavy to fit in your purse and carry with you? Tried a Palm or other Handheld and found it awkward to use when you're on the run?Ta Da!! - Try simple 3x5 index cards, you know the litle ones you use for kitchen recipes.Why? They are affordable, easy to find and they fit in your pocket or purse.
10 Tips on Color Coding Your Paper: From Chaos to Coherence
Color-There Is No SubstituteIn anatomical illustrations you see the brain's visual system, where the optic nerve is actually 25 times faster than our audio nerves (hearing). No matter which processing style you depend on, 90 percent of the sensory perceptions received by your brain are visual.
Declutter Your Home in 11 Easy Steps
Feeling overwhelmed at the thought of organizing your home? Start on a smaller scale instead and it will be a whole lot easier.For example, instead of starting with the entire house, commit to starting with one room.
Oh No, Not Another Interuption, How To Deal With Everyday Distractions
Every day I find junk mail waiting for me, whether it is snail mail or email. Unless I deal with it immediately, I will be faced with piles of unwanted paper, or a full inbox, which just distracts me.
8 Signs Your Home is Out of Control -- and What to Do About It
It happens without warning. One day you notice your home has turned into a collage of papers, junk, and stuff - everywhere.
home | site map
All articles are copyright to their owners.
Note: this website lists articles, We do not Write Articles !