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Vacation Planning Made Easy! (Part 1)

By Blog, Free Articles, Home Organizing, Quick Organizing Tips No Comments

“Analyze your life in terms of its environment.
Are the things around you helping you toward success
or are they holding you back?”

W. Clement Stone

 

I remember my very first client and the day we were planning out her hectic family schedule.  The kids were young and involved in a lot of after school programs, there was a birthday party to plan and a million other things to get done prior to the end of school year and before the family vacation.  Her anxiety and stress levels were high and she just couldn’t see how she was going to accomplish everything prior to leaving on vacation.  At this point she wasn’t even sure she’d be able to make all the vacation arrangements or get everyone packed.  Taking a family vacation was just too stressful!


First Things First

Together, we began to plan out on paper everything that was on her mind.  Getting it onto paper is the first step to reducing stress. Next, we prioritized projects and began making a list of things that could be delegated.  There was a lot of complicated logistics and juggling of schedules that needed to happen prior to even thinking of planning the family vacation.


Batch, Priortize and Schedule Tasks

Once we had everything that was on her mind on paper, we batched and priortized her tasks.  Then we began scheduling everything into her calendar. This would give her a more realistic time-line of when things needed to get done and how long tasks would take.  We even customized her planner based on her lifestyle and how she wanted to use it.


The Family Packing List

After a few hours of planning, we took a short break and she mentioned that the family vacation was really stressing her out.  She just didn’t see how she would be able to make all the arrangements and get ready in time.  I asked her if she had a packing checklist for the family?  The tears began to roll down her face.  She said that she dreamed of having a packing list because she knew that it would simplify her life. But she didn’t know where to begin and the thought of creating one was just too stressful.

That was the day I realized that the simpliest of things can transform a life and reduce stress and anxiety for a person.  What comes natural for me, which is organization, isn’t easy and natural for others. So I made her a promise that I would type up a family packing checklist for every member of the household and I’d help her every step of the way to make this family vacation extra special and stress-free! And that is exactly what happened – an outstanding family vacation!


Organizing is a Learnable Skill

One of the most rewarding moments for me when I’m working with my clients is when a highly creative, outgoing person who says they can never be organized, decides to make different choices.  They develop new habits that support them and in turn transform their life.  Then the positive impact that has on the rest of the family members becaues they teach the organizational skills to their kids.  For me, that’s beauty and order at it’s best!

Stay tuned next week for Part 2 where I’ll help you simplify the packing process and another case study on vacation planning.

 

 

1 to 31 Organizing System

By Blog, Free Articles, Home Office Organization, Organizing Paper Files No Comments

Do You Need a Tickler File?

 

tickler file***Listen to the FREE audio below***

Q.  Do you find yourself constantly behind on paying your bills?

Q. Are you having trouble finding a special place to put the papers you need regularly?

Q. Is there a big pile of envelopes, bills, school reminders and papers in your kitchen or on your desk?

Q. Have you ever lost or misplaced concert tickets or invitations?

Learn how the 1 to 31 Organizing System works wonders for any entrepreneur, executive or stay-at-home mom.

I’ve personally been using the 1 to 31 systems for years and it helps me stay on top of follow-up, travel arrangements, Birthday cards to send out during the year, directions to meetings and events, and so much more!  This tickler file system will solve your “being on time” worries. If you like to have control of your life, and want to get organized, this tickler file is the way to do it.

Listen to the free audio below: 

MP3 File

Leave a comment below if you use a Tickler File System.

Organizing Your Tax Files

By Blog, Free Articles, Home Office Organization, Quick Organizing Tips No Comments

tax filesOrganize Your Tax Files

It’s almost that time of year again– tax time. As the clock counts down, it’s apparent that the only way to tackle this unavoidable task is by taking an organized approach.

If you haven’t already developed a strategy to eliminate last minute panic, doing so should top your list of priorities, right after you get through the current tax time crunch.

Start off by contacting your accountant to learn what critical information you need to include with your tax return, such as documents to support wages or other income received. Once you know what you’re looking for, collect all the records you need to file your return.  Then create your own checklist to use year after year at tax time.

Next, batch or group like tax files together and place in file folders or use binder clips.  Here are some file suggestions:

  • Provincial or State taxes (HST)
  • Donation Receipts
  • Accounts Receivables Collected
  • Accounts Payables / Paid Bills
  • Credit Card Receipts
  • Bank related items – bank statements, cheque stubs, and receipts
  • Tax Deductions
  • Investments, etc.

If you need to correlate your expenses with your calendar, put the receipts in chronological order in envelopes in the appropriate file. Make note of what should be in chronological order for next year and do it as you go to save time organizing tax files.

Now you’re ready to take the information to your accountant or enter the information into the tax form yourself. If you’re doing it yourself, consider using a computer program that double checks the return to ensure you’re getting all the deductions you deserve.

To make tax time a little easier next year, consider these tips to organize tax files:

–       Use one credit card for business to make it easier to track tax-deductible items

–       Use your Paper Tiger software to create locations to keep all tax relevant information at your fingertips.

–       Look into a computer program that manages financial information like Quickbooks or Simply Accounting

Schedule a date in your calendar for next year to prepare your taxes earlier.  You checklist will be done and at your fingertips!

 

What tricks do you have to organize your tax files?