Have you been putting off your tax prep and filing? Breathe. Let's think through those files and piles together.
What's the solution?
Right this second it is all about buckling down and powering through to find the data you need in order to file. You do not have to suddenly create the perfect filing system. Just breathe, plan, and then let me know how I can help you develop a system that wipes out the worry.
This place of paperwork madness isn't any fun. Now is the time to move forward with a plan to work in the future. You can use your filing process to set up a system that makes sense to you and won't have you scrambling next year.
Think about how you sort the data you need. Take for example the receipts necessary for reimbursement from a Health Savings Account (HSA).
Take the way your mind thinks, or searches, for papers/receipts and set your filing up according to that. Can't quite visualize what those categories or files look like? Let's have a planning session - I'll bring the questions, you'll have the answers, and together we'll create a filing system that makes sense to you!
I love learning - especially when it comes from fellow entrepreneurs! Today we have a guest blog review from one such woman who opened her own business less than a year ago - and quickly determined that wrangling in the chaos would require more than just a blank daily planner. She is sharing her experiences with the Daily Action Planner - and how to account for the "weeds" and "seeds" of daily life!
Guest Blog by Alex Oldenburg
My typical weekly/monthly planner just wasn’t cutting it for keeping track of everything, and I needed a better way to organize and prioritize my to do lists. As a co-owner and founder of MESSY Dog Training I specifically needed a way to organize my life, along with my small business, so I started using the Daily Action Planner (DAP) about 6 months ago.
What I love the most about this planner is that it groups tasks into several categories, including:
By giving my “weeds” their own section, it has really helped me to avoid putting off the tasks I need to do but don’t enjoy. As a small business owner, I also appreciate a section for my “seeds”, so I can make sure I’m taking steps to grow my business and move forward.
The planner also understands that life can be chaotic, and that’s okay! It encourages you to “organize your gorgeous chaos”, with daily and weekly places to savor your successes by finding a success each day, and dedicating that success to a reward for yourself, such as a family game night or treating yourself to that favorite coffee drink (my go-to treat).
The Daily Action Planner helps me balance a business along with the rest of my busy life, and the change of mindset it has provided me has definitely helped lower the stress of trying to organize the gorgeous chaos of owning a business! The DAP company also provides a free support call to help you make the most of the planner, and a Facebook group with other Daily Action Planners for tips and ideas.
Do you use a digital organizer - or are you loyal to your paper planner? Digital calendars and planners have become both easier to use and to access. Smartphone apps put complex calendars literally in our purses and back pockets. The ability to access future commitments in seconds and have them graphically spread in front of us like artwork can be exciting, and possibly a bit overwhelming.
The most important consideration when choosing a planner is what feels natural to you and helps you best stay on track. As with paper planners, there are specific pluses and minuses to using digital calendars.
Digital Calendar Pros:
+ Lightweight, compact and portable
+ Can hold a TON of information
+ Can program for reoccurring events (i.e. weekly meetings)
+ Easily search for data
Digital Calendar Cons:
- Requires you to rely on device being charged (or find an outlet)
- Higher learning curve – must learn the program or app
- Can be challenging for people to use who are visual learners or who prefer the tactile feature of paper planners
My advice for starting out is the same as with paper planners – choose the simplest option, master it, and build upon that mastery as your needs change. A formula for organizational success!
Do you use a digital calendar on your smart phone/tablet/laptop/desktop computer? I’d love to hear what program and what you love about that program! Please comment below.
Tammy Schotzko is a Certified Professional Organizer who