Volume 1, Issue 3
o you have
a home or office
that suffers from clutter? Are you wasting precious
time looking for things you need? Fall is a good time to turn
over a new leaf and begin to travel The Road Less Cluttered.
Successful organizing begins with knowing where
you want to go. When people call me about getting organized,
I ask them about their higher goals. (No one, except a few
crazy professional organizers, wants to get organized for
the fun of it!) What motivates you to bring order to your
space? What dreams do you want to make room for? Is it having
friends over, better relationships within your household,
making more money, or improved health? All these things boil
down to desiring a better quality of life. The space at home
and/or office has become a clutter trap, and is hindering
productivity. For your vision to grow and prosper, it must
begin as a seed planted in your mind. What would you accomplish
within the year if you were better organized?
Say goodbye to excuses
There are always "reasons" for not getting organized.
I say, okay, state your reasons, and then get started! Getting
started on a piece of your vision provides the impetus to
proceed to the next step and the next, until you've achieved
success-whatever that looks like to you. Martin Luther King
said it this way: "Take the first step in faith. You
don't have to see the whole staircase, just take the first
step." Decide to get started today with what you've got.
Commit
This word can strike fear in some hearts, yet it is vital
to being successful. It takes a commitment of time (often
many hours) to get organized, but it's a rewarding investment.
You can bank on greater harmony and productivity when you
are organized.
Tackle with tools
How will you reach your vision? There is more than one way
to organize, and you don't have to be organized to get organized!
But you will need to evaluate the tools available, choose
those that match your preferences, and then put the right
tools to use. I make the Paper Tiger software available to
my clients because I believe it is the most effective tool
for managing paper. Another tool that I recommend is the Globe-Weis
Everyday File & Fast Sorter. With slots 1 - 31 and a slot
for each month, it provides a home for pending papers needed
on a certain day. Some people use this for bill paying. Both
are available on the web site www.marylynnemurray.com.
Maintain (or watch your effort go down the
drain)
With a vision planted in your mind, excuses thrown out the
window, a commitment to devote time to your vision, having
and using tools that will support your goals, the only thing
left is to maintain the order you've established in your life.
I recommend setting up a small amount of maintenance time
each day. Depending on your work style, you may need to clean
up more than one time during the day to avoid being overwhelmed.
Practice keeping up instead of catching up, and watch your
higher goals come to pass.
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Since I'm asked this question frequently, I sought the advice from
an expert: Carol Keane, CPA. Carol says "Federal returns can
be audited for up to three years after filing (six years if underreported
income is involved), so all records substantiating tax deductions
should be kept at least that long." Here are recommended retention
periods for various records: • Cancelled
checks: 7 years
• Credit card receipts: 7 years
• Paid invoices: 7 years
• Bank deposit slips: 7 years
• Bank statements: 7 years
• Tax returns(uncomplicated): 7 years
• Tax returns (all others): Permanent
• Employment tax returns: 7 years
• Expense records: 7 years
• Financial statements: Permanent
• Contracts: Permanent
• Minutes of meetings:
Life of company + 7 years
• Corporate stock records: Permanent
• Employee records:
Period of employment + 7 yrs
• Depreciation schedules:
Life of assets + 7 years
• Real estate records:
Ownership period + 7 years
• Journal & general ledger:
Life of business + 7 years
• Inventory records:7 years
• Home purchase & improvement:
Ownership period + 7 years
• Investment records:
Ownership period + 7 years
Carol Keane, CPA 925-937-5200 www.carolkeanecpa.com
Looking for a solution to intruding telemarketer
calls? TeleZapper is a device that helps reduce computer-dialed
calls. Here's how it works: When you or your answering machine
picks up a call, TeleZapper emits a special tone that tells the
computer your number is disconnected. Within seconds, your phone
number is deleted from the computer list. Installation is simple,
even for us non-techy types. Just plug TeleZapper into any phone
jack to cover all extensions connected to that line. It doesn't
interfere with normal calls, answering machines, caller ID, or
call waiting. Pick your TeleZapper up at Radio Shack, online at
www.privacytechnologies.com,
or by calling 800-373-6290.
It’s
About Time…
Bringing order to your space,
Making room for your dreams. |
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