Organizing and productivity

Apr 12

The Death by Money Report

By Sherry Borsheim Announcements, Blog No Comments

Are you Dead or Alive with Money?

There is no doubt that with, or without money, it’s a topic that causes uncertainty today. In many cases, money anxiety can lead to divorce, illness, investment loss, business failure, family turmoil, and a life unlived! The solution to financial issues, however, is a paradigm shift away from conventional wisdom that promotes ‘spend less than you earn, get out of debt and, save more for retirement’. This is outdated information that is actually fuelling the problems!

I recently was introduced to a new resource called The Death by Money Report and wanted you to have access to it right away. This timely information will challenge your thinking about money, yet provide immediately simple and helpful insights that anyone can implement into their life today – regardless of their current financial situation.

The Death by Money Report

The Death by Money Report presents a powerful argument that introduces a whole new way of thinking about your finances in a way that creates opportunities you didn’t know existed. The report also provides an action plan for the practical application in the real-world for the concepts it introduces. This isn’t just theory, this is about making positive steps that have the ability to change your situation (whatever that might be) right away!

To learn more about the report and the causes of money stress and how a $10 solution can solve debt and retirement issues by spending, not saving visit www.deathbymoney.com. It’s well worth your $10 investment for the purchase.

http://www.moneyminding.com/default.php

To your success,

Sherry Borsheim

PS – For a limited time only during this initial launch, when you purchase The Death by Money Report, you will also receive a special report on finding and working with Financial Professionals. This is an additional $10 value, included free with your report to help you work efficiently and effectively with financial professionals who share your values for earning, and managing your money. It’s available when you order from www.deathbymoney.com.

Apr 12

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Your Tax Preparation Checklist

By Sherry Borsheim Blog, Business Organizing, Free Articles No Comments

It’s that time of year again…tax time. It always feels so great when I send my tax papers off to my accountant. The first few years I was in business, this was a time-consuming and frustrating process. I procrastinated till the last minute because I didn’t have my systems in place.

In an effort to simplify, streamline and automate my business systems, I created a simple year end checklist of all the items I needed to send to my accountant at year end. What a relief it is every year and my system completely simplified my life and my husbands too. Now, tax time is a breeze!

Often times, this is one of the biggest frustrations for a lot of small business owners, stay-at-home moms and pretty much everyone else for that matter. I can think of a million other things I’d rather be doing than preparing my papers for tax time. How about you?

Gathering the necessary pieces of information to prepare their tax return is a project a lot of people procrastinate on. So, the first thing I do for my clients when I’m organizing their files and papers in their office and at home is to create an easy to use financial filing system. The following year, I always ask my clients how much time they spent preparing and gathering her papers for tax time. Last year, when I asked a client how much time she spent gathering everything for her accountant, she replied “it was a breeze, it only took me 15 minutes.” That was music to my ears. That tells me that the financial filing system is working for her AND the checklist saves time. This can happen for you too.

Tax Preparation Checklist

As you gather your papers for tax time this year, create your own “Tax Preparation Checklist” or “Year End Checklist.” On this list write down all the different types of documents and bits of information you need to have in preparation of your tax return. Type it up and save it on your computer in your finance or accounting folder. If you prefer, print it and keep it in a hanging file named “Year End Checklist” with all your other financial files.

A few other items I have on this year end checklist is car mileage from previous years square footage of my office space. Having a year end checklist has saved me a ton of time and reduced my stress and anxiety when it comes to tax time.

Here are some sample tax preparation checklists:

Tax Preparation Checklist Personal

https://www.simplyproductive.com/wp-content/uploads/2012/04/Tax-Preparation-Checklist-Personal-Canada-IABO.pdf

Tax Preparation Checklist Self Employed

https://www.simplyproductive.com/wp-content/uploads/2012/04/Tax-Preparation-Checklist-Self-Employed-Canada-IABO.pdf

Tax Preparation Checklist for USA from Intuit

http://images.turbotax.intuit.com/iqcms/marketing/lib/Tax%20Prep%20Checklist.pdf

Take the time now to simplify your life and next year at tax time, you’ll be glad you did.

Which checklist will you use next year?

Apr 05

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Get Your Personal Productivity to a New Level

By Sherry Borsheim Blog, Business Organizing, Expert Articles, Free Articles No Comments

If you are surrounded by stacks of paper, unanswered emails, and half finished projects than what I’m about to tell you will not come as a shock. All of that STUFF is weighing you down. It is amping up your stress level and pulling down your personal productivity. There is no better time then the present to take stock of what you need to improve in your business life to increase your personal productivity and there by increase your success! Start here:

Take our personal productivity quiz to rate your level of satisfaction

On a scale of 1-10 how satisfied are you in these areas of productivity and effectiveness (1 being not satisfied and 10 very satisfied):

Retrieving your computer files
Managing your email files
Retrieving information from your paper-based files
Staying on top of follow-up
Using your electronic or paper calendar
Managing your project files
Organization on the top of your desk
Retrieving information from archives boxes or storage room
Juggling multiple roles and responsibilities
Regular exercise or recreational activities
Dealing with stress & overwhelm

Now it is time to focus in. Choose 3 areas to improve and be realistic about your goals. You won’t raise a score of 3 to a 10 overnight, but you can bring a 3 up to a 5 or 6. Then set another set of objectives to get you from 6 to 10!

Write down your objectives based on those 3 areas most affecting your personal productivity. This is where you will begin. Once you have written it down you may see opportunities to reach personal productivity goals you hadn’t seen before.

Share your goals for increasing your personal productivity!

Sharing goals makes you much more llikely to meet them. Want to learn more about personal productivity? Check it out here.