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Email : mary@withinreach.biz
out action (but great intention!) contact me http://www.withinreach.biz.
Running a home-based business or working as an entrepreneur is different! Time management skills and workflow/follow-up processes are critical for success. When you do not have strong, well thought out decision making criteria, it’s easy for piles to build, procrastination to set in and time to fly by unproductively.
It’s about getting a 30,000 foot view:
If you think that multitasking faster, sleeping less and buying more storage containers will give you the edge, you are too close to the problem and are dealing with symptoms vs. the causes.
THE KEY to being organized LONG TERM, is the ability for you to see the bigger picture and assess where you are and what you want to accomplish.
Planning and goal setting: You get stuck and stressed when you don’t have a plan because you don’t know where to start, what to do or how to set up a system. Overwhelm, procrastination, fear, and perfectionism pull you into the abyss of despair and non action or misdirected action.
You will struggle with being organized and time management if you do not have the following decision making criteria in place:
1) What to let in
2) Where is it going to go – schedule & space
3) When are you done & what’s the exit strategy?
3 Secrets to long term success:
1) Work with someone on big picture goals. Determine what is important - set priorities.
2) Be selective. Set up appropriate decision making criteria to realistically assess opportunities and obligations you take on. This is the number 1 thing I coach my clients on - ALWAYS!
3) Simplify your life. Develop good habits and get into routines that keep you on track.
7Tips
It’s Really All About You (and your market) Questions:
What is your biggest issue?
What do you need to work on?
What is keeping you from moving forward on this?
Finally, my challenge for you - print this article out and put it on your desk. If it is still “floating” around your desk or environment in 30 days with
Copyright 2010
Gather those receipts & tax forms….
According to the IRS, there are 2 groups of filers - those who get their returns in as soon as they have their W-2’s & 1099’s and those who file at the ‘last minute’. Interestingly many of the ‘last minute’ filers have money coming back but do not have their records organized and feel overwhelmed by the process. According to the Consumer Reports National Research Center, only 40% of Americans think they can find a document at a moment’s notice.
Tips to get & keep you organized:
• Have one place to put all those tax related papers & receipts.
Envelope, accordion file, box etc - Watch Mary’s interview with TV13 http://bit.ly/cALNeN
• Using software to track your expenses & balances like MS Money, Quicken, Quick Books etc is great at helping you sort your tax related expenditures but you still need to keep track of your physical receipts.
• Can’t remember all the things you did or might need this year? Pull out last year’s income tax forms to review & refresh.
• If you are going to work with a tax preparer, write a list of questions before your meeting so you don’t waste time or forget anything.
• Depending on your particular situation don’t forget the following documents:
W-2’s
Homeowner’s credit
Education credit
Energy credit
Mortgage interest paid
Property tax paid
License plate fees
Retirement contributions
1099 interest & dividends
Mileage ($.50 per mile business, $.14 for medical & volunteer work)
Non cash & cash donations
HSA Contributions
Self employment expenses including home office deductions if applicable
Medical expenses & health insurance (can be used if over 7.5% of AGI).
• So how long do I need to keep all this stuff???
Rule of thumb 7 years for most everything - check out the suggested retention schedule provided by Baker, Spindler & Holtz http://bit.ly/bjnbpT
To help avoid identity theft, shred information that contains your personal information.
Something new this year: Financial donations for Haiti dated between January 11, 2010 and March 1, 2010 can be claimed on your 2009 taxes.
Hope these tips & reminders help! If you typically wait until the last minute, get rid of the stress & start on those taxes now. You can also go to irs.gov for help & if you make less than $57,000 AGI, you may qualify for free tax prep & filing. Learn more at irs.gov
I had a great interview this morning with Catherine Behrendt on WZZMTV13’s Take Five & Co. We only had 4 minutes to discuss home offices, issues, solutions & products so listen fast!
http://www.wzzm13.com/video/default.aspx?bctid=63391376001
For those of you who do not have the 4 minutes to watch the segment, this is what we covered:
Rule Number 1: The containers are NOT the organizers, it’s your brain!!!
Products are only TOOLS that help you to stay organized. With that in mind, let’s get started:
Keep your most active files at your finger tips.
*If you have struggled with getting organized, consider hiring a Certified Professional Organizer to help you set up custom systems that will meet your needs long-term. Remember, it’s not about buying a lot of organizing containers, it’s about helping you establish great decision making criteria going forward so you are self empowered to know what you are going to let in (schedule or space) and what you can let go.
Piles can be very overwhelming because they are filled with decisions you need to make and opportunities missed. Having a non-biased, non-judgmental professional who can help get you organized around core issues vs. just Band-Aiding symptoms will serve you well your whole life. I am absolutely passionate about my vocation and work because I see it positively change lives everyday. Call me…. I can help you clear the clutter from your mind and environment so you can focus on your highest payoff activities! 616-453-2976
I had a great Interview in studio with WZZM TV 13 yesterday and shared the following tips:
Start with setting or adjusting New Year goals to be realistic & attainable:
Eliminate the piles in 2010!
Start the new decade with purpose! Be conscious about what you let into your life: