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


Copyright 2000, DeFiore Enterprises

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 www.homebusinesssolutions.com/products/products.htm 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: www.homebusinesssolutions.com/products/products.htm

Wood Dale Chicago prom limo .. Lockport Chicago limo O’Hare
In The News:

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents
Internet browsers are useful, but they can be dangerous. Clicking on malicious links can direct you to dangerous websites that steal information or infect your device.
Apple's latest iOS update introduces advanced artificial intelligence capabilities, which may be capturing and analyzing sensitive information.
Breach site confirmed 56,904,909 Hot Topic users' data leaked online. Tech expert Kurt “CyberGuy" Knutsson says the company's silence makes matters even worse.
Tech expert Kurt “CyberGuy" Knutsson discusses how an innovative Easy-Way kit turns standard strollers electric, simplifying navigation for parents.
Tech expert Kurt “CyberGuy" Knutsson talks about T-Mobile being hacked in broad cyberattack on global phone and internet companies.
Tech expert Kurt “CyberGuy" Knutsson shows you how to add, customize and manage widgets for quick access to apps and info from your iPhone home screen.
Wrong Google searches can not only compromise your device and personal data. They can also bring law enforcement to your doorstep. Hackers are targeting Google searches.
China's Shanghai Kepler Robotics has developed a new humanoid robot that can carry up to 35 pounds per hand for commercial applications across various industries
Checking your hearing has gotten easier with the new hearing test feature in AirPods Pro 2. You can take reliable hearing tests using your iPhone or iPad.
Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.
Kurt "CyberGuy" Knutsson explains how a VPN — virtual private network — works and how running it can slow down the operation of your device.
The WalkON Suit F1, an exoskeleton developed to help people with disabilities, can actually walk over to a person in a wheelchair, solving a major problem.
ClickFix, a new scam targeting computer users, is on the rise in the U.S. The scam prompts its targets to click on a link to fix a problem.
Skydweller is the world's largest unmanned solar-powered aircraft that can stay airborne for weeks, and even months, without refueling.
The U.S. government said it is investigating after People's Republic of China hackers targeted commercial telecommunications service providers in the U.S.
Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.
Scammers are using increasingly sophisticated ways to lure unsuspecting victims, and some are impersonating an email help desk or support team.
You can unsend or edit your iMessages with the latest iOS updates. Kurt the CyberGuy explains how you can save yourself some potential embarrassment.
Kurt “CyberGuy" Knutsson says there’s been a rise in cybercriminal services using hacked police and government emails to send subpoenas and data requests to U.S. companies.
Kurt “CyberGuy" Knutsson discusses how Axiom Space and luxury designer Prada are collaborating on NASA's Artemis III spacesuit design.
Voice assistants may cause confusion across devices. Tech expert Kurt “CyberGuy" Knutsson offers some solutions to fix it.
Shameless scammers trick veterans into giving personal info or cash. Tech expert Kurt “CyberGuy" Knutsson explores five common scams.
Tech expert Kurt “CyberGuy" Knutsson helps you honor our heroes with these powerful podcasts, audiobooks and documentaries this Veterans Day.

Getting Organized For The New Year - Part 1

The following procedures will insure an organized and well run... Read More

10 Easy Tips for Digging Out Your Desk Today

Has your polished mahogany (or modular plastic) desk been buried... Read More

5 Easy Tips on Light that You Can Use to Improve Your Day

Light, Work, and YouWinter is here-and with it, short days,... Read More

After the Clutter: 5 Steps to a New Daily Routine

I've noticed that in the two years since the major... Read More

Four Easy Steps to An Organized Closet

The National Association of Professional Organizers has dedicated January to... Read More

Kids Clutter: Organizing at Every Age

Our children are probably the biggest clutter creators we have... Read More

Be More Productive at Work: Avoid These Eight Traps

Obviously, productivity involves producing. Producing widgets, events, reports, sales. The... Read More

50 Ideas to Organize Your Home

"Organize" is a familiar word heard on many of today's... Read More

Organization Tips - How To Get Things Done

What stops you from 'getting things done?'Have you ever started... Read More

The True Definition of an Organization

The true definition of an organization is one that is... Read More

Its Time To Clear Out! Clutter Busting For Every Aspect Of Your Life

'A well-ordered life is like climbing a tower; the view... Read More

Clutter Is Natural

Nature loves clutter. Just think of all the stuff that... Read More

Getting Things Done: A Guide To Next-Action Lists

Getting Things Done (GTD), is a productivity methodology designed by... Read More

Secrets to Eliminating Emotional Clutter

Are you plagued by clutter in your personal or professional... Read More

The Magnificent 7: Tips for Cleaning Up Clutter

Clutter is postponed decisions?. Here are some suggestions to simplify... Read More

Spruce Your Environment, Spruce Your Spirit

After a long winter, this is the time of year... Read More

Words That Inspire - SIMPLIFY

What do you gain if you SIMPLIFY?Dictionary* says:to reduce to... Read More

Digging out of Paper Clutter - part 1

Digging out from under stacks of paper might seem like... Read More

Balance- What Does It Really Mean?

Balance- what a popular topic these days! Finding a work-life... Read More

Ending The Morning Madness

Back-to-school time ? what does that mean to you? For... Read More

The Clutter Campaign - Design Your Vision

I like a room you can dance in the middle... Read More

Just How Organized Are You? Take This Quiz For Individuals

The Productive Environment Scorecard?Read the statements below and rate your... Read More

The Psychology of Being Organized

Individuals who are organized in their personal lives most generally... Read More

Organization Tips - How to Organise Your Computer Files

Everytime Mary had to find a file on her computer,... Read More

How Much Is Your Time Worth?

Does Your Present Internet Filing System Work?Do You Really Know... Read More

Antigo wedding limo ..