You come in from a meeting and you are tired. You bring in the mail but don’t have time to mess with it right now. You are afraid if you file the paper away you will forget it. So, everything gets dumped on the desk or countertop. Meanwhile, your desk or countertop becomes one big inbox with piles everywhere. Some paper has been there so long that it has actually stuck to the surface or has fallen behind the desk or is so buried that unless there is some trigger to dig for it

Clutter and unfiled papers Projects not in bins Files too full Too much laying around and screaming “DO ME” 2. How do I want my office to look and feel? Look clean and uncluttered Look and feel welcoming Have empty spaces to allow for growth Feel productive 3. What do I need to do to make this vison come true? Sort and label all loose papers Clear out all desk drawers and desk surface Purge files and put into a project bin all I will need for taxes Shred and archive papers De

What do you need and not need is always a question. I suggest first looking at your last year’s return to see what you needed then. Probably Needs: 1. income documents (W-2 and 1099 forms) 2. expense documents 3. documents for any additional income like rental income or alimony 4. cancelled checks, receipts, or a spread sheet for additional expenses – this would include gifts to charity and medical expenses 5. If you paid estimated taxes, a summary of estimated payments

Step one is to organize your finances. Keep a folder or basket for all your current bills and receipts. Reconcile your bank and credit card statements monthly. Keep a folder for all your tax information for the year. Keep a folder for your recent copy of your credit report and your credit score. Somewhere – in a folder or on your computer – have a list of all of your accounts. On this list also have your account numbers, online IDs, and passwords. Have a list of all retireme

Jonda S. Beattie Professional Organizer #organization #paperwork #files #taxes #clutter

Zone 1: This is the zone that is right at your finger tips. You should be able to reach items in this zone without leaving your desk. In this zone you place the items you use everyday. Depending on what you do, a partial list could include: computer printer phone timer pens/pencils business cards stapler action files current client files Zone 2: This zone is close and accessibly. In this zone you place items you use weekly or at least often. A partial list might include: ref

Jonda S. Beattie Professional Organizer #organization #business #maintenance #files #homeoffice

#business #files #homeoffice #organization