Tag: document management

Tax Organization is Time Well Spent … we think so at least!

Let’s face it, gathering up a whole year’s worth of receipts and other documents pertaining to your tax filing can be overwhelming if you are not prepared. You don’t want to miss out on important tax deductions just because you didn’t keep track of them throughout the year, especially if you are a small business […]

Tax Organizing is Time Well Spent

Tax Time

Let’s face it, gathering up a whole year’s worth of receipts and other documents pertaining to your tax filing can be overwhelming if you are not prepared. You don’t want to miss out on important tax deductions just because you didn’t keep track of them throughout the year, especially if you are a small business […]

Free Your Mind from Forgetting – Agendas are Awesome!

Of course you’d expect me, a Professional Organizer, to make a statement like “agendas are awesome”. But I’m not saying that just because my agenda keeps me organized. I’m saying that because of the clarity of knowing what I’m supposed to be doing and when I’m supposed to be doing it provides me. Allow me […]

Town of Caledon – Mayor’s Business Breakfast

At the Mayor’s Business Breakfast I’ll refer to these apps that you can consider adopting for increased productivity while away from the office. Before you download these apps or any others, ask yourself these questions: Do you already have a tool that does this function What specific problem will this app solve? How will it […]

Get going with your Google calendar

With the use of the internet search engine plus my subscriptions to some of the worlds greatest productivity, technology and organizing people I have a substantial amount of resources at my finger tips. What I don’t know i learn and then happily share with those who want to get more done with less stress. If […]

Productive new app or great way to procrastinate?

The next time you begin to download that super cool new app to help you “get organized” ask yourself what isn’t working within your existing system that’s inspired you to spend time downloading and learning a new app. It might be easier to tweak what you already use instead of spending time learning something new. […]

Organizing Papers – Horizonal versus Vertical…you’re both right!

I totally understand that paper in your home can get totally out of control. And really there are only two options to whip it into shape – Vertically  (generally hanging file systems) or horizontally (often referred to as piles or stacks). Neither is right or wrong as long as it works for you and you enjoy […]

Quick Tip for Organizing Paper

When Organizing Paper – group all like items together and file separately. Sounds funny but think of it this way. You’ll group all your bills that need to be paid together until they’re paid – once paid you can file them in their appropriate folders. Some may go into a “tax related” folder or a […]

Tax Preparation – Beyond the documents

It’s hard enough knowing that your documents aren’t in order but then you read an article like this one and you start questioning your accountant. Do you remember your accountant? That guy or gal who you speak to once a year when you send them your tax documents and then they invoice you, you pay […]

Evernote: Junk drawer for your digital life!

There are literally thousands of articles you can read about ‘must have apps‘. This one certainly has a few of the top for functionality in day-to-day work/play life. Especially when they talk about Evernote. Evernote: Junk drawer for your digital life – Another indispensable classic, cloud-based notetaking app Evernote is quite possibly the world’s most […]

Tax Record Retention Made Easier

If you don’t subscribe to our newsletter you would have missed this article on tax record retention…. here it is for you. This is the time of year when many of us are working on our tax returns – or are just starting to think about it! Whatever stage you are at, one important question […]

Do Happy People Make More Money

I have a theory that happy people make more money. I didn’t originally have proof but it was easy to find many supporting documents. The research has proven that it can make a $2000.00 difference when you are a young adult if you identified with feeling satisfied with life between 16-18. As this study showed […]

Clear up your Credit Card Clutter

We’re coming up quickly on the holiday season – a wonderful time for spending time with friends and family and we all know that a little gift giving is often included. I know those little receipts from the stores and those silly bills the credit card companies send us each month can get a little […]