Organizing Details – What to do with Receipts

Receipts - everyone has them, but nobody wants them. As with most things organizing-related, most of us are never really taught what to do with those pesky slips of paper, so they tend to get pretty messy and out of control. Here are a few ideas for how to deal with receipts:

Don’t take them. At almost every purchase we make, we’re offered a receipt, even when it’s completely unneeded. Of course, once it’s offered to us, we usually take the receipt and then have to deal with it once we get back to our home or office. Unless you’re expensing or deducting a purchase and need the receipt for documentation or recordkeeping, try to not take it from the cashier. If you’re quick, you can even tell them to not print a receipt at all. The fewer receipts you take, the less you’ll have to process later – and your pockets will be less cluttered!

Recycle or discard. But what if you do bring receipts back with you – what do you do with them then? Most of the time, I see clients’ receipts get stuffed in a bag, box, or drawer and they are never seen or heard from again. Instead of cramming them away, as soon as you get back to your office or home, immediately look at your receipts and decide which ones to keep (if any), and recycle or shred the rest. It’s a pretty safe bet that you’re keeping way, way more receipts than you actually need. Ask yourself what you’re keeping each receipt for. Is it for a tax deduction? Keep it. Is it because you need it for a work expense? Again, keep it. But do you really need those old grocery receipts and movie stubs? Probably not. Be ruthless when going through your receipts.

What to keep – and how. Of course, there are certain receipts that are worth keeping. Typically, this list includes things you are planning on returning, items that have warranties, artwork, and other things that you want the cost documented for insurance purposes. One way to store these receipts is in an expandable wallet file, which can be separated by vendor, date of purchase, or category. This method is really easy and very quick. Another method that I use with clients is to scan receipts, using a tool like Neat Receipts or a service like Pixily, both of which help facilitate the process of getting your receipts onto your computer. Once the receipts are safely stored on your computer, you can then usually recycle or shred the actual paper receipt.

Of course, there are more ways to deal with receipts than what’s listed here. What are some of your favorite strategies for managing receipts?

4 Super Summer Organizing Tips

Summer… ahhh. When summertime comes, there’s a palpable change in the air – a feeling of fun, relaxation, and freedom from worry. Or at least, that’s how it can seem! Of course, the details of life and work don’t just go away with the change of the seasons. Especially if you’ll be traveling this summer, things can get pretty complicated. That said, there’s plenty you can do to prepare yourself for maximum summertime fun! Here’s a few ideas:

Forget about your bills. Are you spending time sitting down to pay your paper bills? This is probably one of the last things you’d want to spend your time on during the summer when you’re trying to relax. If you haven’t already, pull out each of your monthly bills, and set them up for automatic payment (wherever it makes sense to do so). What I typically recommend to my clients is to choose one of your credit cards to charge all your bills to via auto-payment, and then you only have to worry about paying one bill instead of several. I think this is a lot better than having your bills deducted from your checking account – if there’s an error, your credit card company can go to bat for you. Of course, this system works best if you pay your credit card off in full each month.

Plan ahead for maximum discounts. If you plan ahead, you can save a ton on summer travel. Use fare finders like Kayak (www.kayak.com) to help streamline your searches, and you’ll be able to compare deals from many airlines, hotels, and rental cars at once. Although they can be somewhat annoying, e-newsletters from your favorite hotels and airlines do sometimes feature sales and other bargains, so if you are planning on traveling using one of those vendors, you may want to sign up for their newsletters and then unsubscribe when you are done booking your travel – otherwise they can just end up as clutter in your inbox. If you’re not a big planner but still want to find great deals on last-minute travel, try Lastminute.com (www.lastminute.com). To maximize your time actually spent at your destination rather than your time getting there, look for direct flights, and try to travel with only a carry-on.

Dining on a dime. Once you’re at your destination, use a site like Restaurant.com (www.restaurant.com) for significant savings on dining out. With this site, you select the coupons you want from a list of restaurants, and buy just those. For instance, you can buy a $25 off certificate for around $10 – but if you use a discount code found on sites like CurrentCodes.com (www.currentcodes.com), you can get a discount off your discount – essentially bringing the price of a $25 off coupon to just a few dollars. Using these coupons, I’ve dined at some amazing restaurants with my friends and family, for a fraction of the cost of the people sitting a table away from me. What’s also great is that most of the restaurants on the site are small, independent venues, so you get to support local merchants while saving money on a fantastic meal!

Double your pleasure… by getting duplicates of the things you regularly need to travel with. For instance, instead of packing and then unpacking a toiletries kit, purchase duplicate items of all the lotions and potions you need, and keep a fully stocked kit in your bathroom. When you’re ready to travel, you won’t have to scramble to re-create the kit for every trip. Same is true for your electronics. If you have to unplug your laptop, cell phone and mp3 chargers every time you travel, it’s a huge timesaver to just get a second set of these gizmos, and keep them in a pouch or bag that can easily be grabbed and slipped into your luggage. I like the travel charger organizers from Kanagraoom Storage (www.kangaroomstorage.com).

Of course, there are many other ways to get organized to save time and stress during the summer. What are some of your ideas for having a simply organized summer?

Choosing a Professional Organizer

With the incredible explosion of organizing TV shows, books, and magazine articles, many people are taking active steps to combat clutter in their homes, offices, and lives. Often, the easiest and most efficient way to get organized is to work with a Professional Organizer – a professional who is dedicated to helping you meet your organizing goals. Choosing the right Professional Organizer is important – this professional will be working with you in your own home or office, and will see things that most other people may not see. Here are a few things to keep in mind if you’re considering working with a Professional Organizer:

What is a Professional Organizer, anyway? According to the National Association of Professional Organizers (the industry standard professional association), a Professional Organizer helps people take control of their surroundings, their time, their paper, and their lives by using organizational principles and concepts. This usually includes developing strategies and systems for to meet your organizational challenges, and helping you learn the skills to keep up the systems on your own.

Background and experience make a difference. Professional Organizers come from a wide variety of educational backgrounds and their skills and experience vary widely. It’s important to ask about your organizer’s education and professional experience, as well as whether they have any ongoing professional education related to organizing.

Are they truly a “professional?” See whether they work as an organizer full-time and how long they’ve been in business. Find out how whether their business license is valid and if they have liability insurance. Ask if they are a member of the National Association of Professional Organizers, and how frequently they attend chapter meetings. The answers to these questions can give you key information about how dedicated the organizer you’re considering is to the profession of organizing and how serious they are about their business.

Know what services they provide. Organizing often bridges several related professions, such as project management, interior design, carpentry, cabinet design and personal assisting. Ask your organizer if they are qualified to do work in any of the related areas, and if not, if they have a network of professionals that they can refer you to.

Ask for testimonials or references. My clients have found that organizing has made such a difference in their lives that they have been happy to provide testimonials. Ask any organizer that you’re considering if their past clients have provided testimonials or are willing to act as references. Satisfied clients can be a great indicator of the quality of service that an organizer can bring to your projects.

Choosing the right Professional Organizer for you may seem like a complicated process, but it doesn’t have to be. Follow some of the guidelines that I’ve outlined and you’ll be on the right track to finding your partner in the fight against clutter.

4 Ways to Find Hidden Money by Getting Organized

Clearing out clutter and getting more organized can have a wide variety of benefits in your work and in your life - from enjoying your space more, to helping you be more effective and productive (among many others). One frequently-overlooked benefit of getting organized is that it can actually save you money. In addition to finding cash or checks buried in a drawer, in an old bag or briefcase, or under an old stack of paper, there are multiple other ways that getting organized can help your bottom line. Here are just a few:

Ask for the discounts. Gather bills for the various utilities that you use, including cell phone, Internet, land line phone, and any others. Once you have all the bills together, set aside some time to call each vendor and ask for discounts on each of your services. Just the simple act of you calling and asking for a discount can sometimes uncover deals that you never knew existed. Don’t expect your vendors to contact you and offer you discounts - you need to ask for them. I make a practice of doing this at least every six months.

Lose the late fees. Since you just gathered all of your bills in one spot, look them over for any late fees that you might be paying. Late fees are not only an annoyance that cost you money in the short term; they can also negatively affect your credit rating, which can cost you money in the long term. To help avoid late charges and fees, take a few minutes and sign up for automatic bill payment, which will pay your bills on time every month. I recommend charging all of your bills against one credit card, rather than having your bills debited from your checking account. That way, if a billing error comes about, you can dispute it with your credit card company.

Scrap the extra storage. An offsite storage unit should be looked at as an expense of last resort, something that you pay for only when you absolutely have to. Most of the clients I work with that have storage units generally have very little sense of what’s actually being stored, and mainly keep renting their storage units out of sheer inertia. Granted, taking time to go through and organize a storage unit is not high on most people’s priorities lists, but if you are currently renting one, I urge you to set aside some time to weed through the belongings that you currently are paying to store. With some weeding and consolidation, you may be able to incorporate your belongings into storage spaces that you already have at home or in your office.

Donate for dollars. Start looking for ways to reduce the amount you owe to Uncle Sam. One possible way to save money on taxes is to donate things that you no longer want, need, or use and receive a tax deduction for your donation. Any money you can save on your taxes is like cash in your pocket!

Of course, this list is not exhaustive–but it’s a great place to start. What are some of your ideas for how to save money by getting more organized?

3 Things Every Home Office Worker Needs

When you spend as much time as I have working with different folks in their various at-home workspaces, you start to notice some of the things that consistently are important to being a successful work-at-homer. Of course, some of the things that help people do their best work are big, obvious things, like staying organized, managing one’s time well, and the like. But I’d like to shine a light on some of the things that are smaller and more easily overlooked – but are also, in my experience, very helpful. In fact, these are things I recommend to every person I work with in a home office:

- Everybody needs a label maker. Labeling files, containers, and drawers helps to define where your stuff and your paper live, and makes their homes more official. When things are clearly labeled, it’s easier to put things away and to stay organized. Label makers aren’t too expensive – some of my favorite Brother models can be found on sale at many office supply stores for under $30. Keep your label maker and extra label cassettes handy, and as soon as you create a new file folder or put stuff in a container, create a label immediately.

- Ensure the safety and security of the data in your business. Every person who uses a computer needs a system for regularly backing up their data. Imagine what would happen if your hard drive crashed or your laptop was stolen. How long would it take you to reconstruct your client database, your calendar, and your financial information – if you could even do it at all? If you’ve taken the time to create anything on your computer, it’s worth spending the time to back it up. Now, I realize that adding one more task to your already busy day isn’t the advice you were hoping for – but there is a solution. More and more, I recommend automatic online backup services, like Mozy, that work while your computer is idle and upload your data to a secure offsite server. Also consider keeping hard copies of key documents in a safe location offsite.

- Invest in insurance. This is probably the least fun thing in the world to spend your hard-earned cash on, but I believe having the right insurance is key to any business owner sleeping well at night. I’m consistently surprised how many of my clients just don’t have insurance – most just haven’t thought of it – and why should they? After all, if you already have homeowners or renters insurance, your home office is covered by your existing policy, right? In most cases, wrong. Many insurance policies require a special rider or provision for home offices and home-based businesses to cover the material owned by the business, such as inventory, computers and other equipment, and supplies. Additionally, you might want to consider general business liability insurance and/or specialized insurance for your profession. It’s a good idea to check with your insurance agent to see what can be added or modified on your existing policy to cover both you personally as well as your business.
Probably not the three things you were thinking of… but all are important to your home office. Of course, there are a great many other things that are important to creating successful home office, and they are all important to different degrees. These three are easy to take care of and can really help you create a strong foundation for your business.

3 Top Tips for Protecting Your Data

One of the things I frequently work with clients on is making sure that their data will be safe in the event of an emergency. Just imagine what would happen in your business or your life if you lost all your data and your key documents. Unless you’re confident that you could re-create everything from scratch, it’s essential to have a strategy for data and information backup and restoration. Here are some ideas for how to do it:

Snap it. For insurance and recordkeeping purposes, you need to have a record of all of your belongings. Start by taking your camcorder or digital camera and going through every space in your office or home, and take snapshots of the contents. I mean open every closet, ever drawer – everything. Download the photos to your computer and store them in a special folder. As your belongings change, make sure to take new photos to keep your record up-to-date.

Data backup. If you have any data on your computer that you value in any way, it’s essential to develop a backup strategy. Most businesses and individuals don’t backup their data regularly, which in our digital age is a very risky thing to do! Backup is really simple with automated tools like MOZY (http://bit.ly/cls-mozy) or Dropbox (http://bit.ly/cls-dropbox), which backup your data to a central server and keep synched copies of your data on all your computers, respectively. Whatever backup strategy you choose, just choose something and do it regularly!

Centralize your docs. In an emergency, you may need access to important documents like lease agreements, insurance papers, deeds and titles, and more. If you need to leave your home or office in a hurry, you won’t generally have time to search your files to gather everything. Use something like the Vital Records PortaVault (http://bit.ly/cls-vitalrecords) to centralize your key documents so that you can grab what you need. You may even want to keep one copy in your office and one copy in your home, so that if you can’t return to one location you can still access your documents.

There are many things you can do to help prepare yourself for an emergency at home or at work. Being prepared is all about being ready – and the more ready you are, the better you’ll fare in the event of an emergency.

Top Organizing Tips for Creative Professionals

As someone whose previous career was in the design industry, I know how much of a challenge it can be for busy, creative people to get and stay organized. When you’re faced with meeting client deadlines and marketing yourself to find your next gig, it can seem like getting organized is just “one more thing” on the ever-growing to-do list. But taking the time to get organized can help you – and your business – in a variety of ways:

Recognize the benefits of getting organized. When I work with creative professionals of any stripe, one of the concerns they raise is that getting organized could stifle their creativity. In fact, what I’ve seen with my clients is that getting organized can enhance creativity by letting you focus on what’s important to you – rather than the details of “where’s that important client file” or “under which pile of stuff is my extra printer ink.” Getting organized takes a little time and focus up front, but can save you lots of time and stress down the road.

Set aside time to organize. I know you’re busy with design projects for your clients, but remember, taking care of the administrative end of your business, including managing paperwork, billing, and email, is critical to the success of any endeavor. Unfortunately, your admin and organizing-related work won’t do itself, so schedule time to work on your organizing projects. Once they’re completed, build a regular appointment with yourself into your calendar to maintain your systems. One rule of thumb – it takes about 15-30 minutes each day to deal with that day’s worth of new paper. Make sure you have enough time set aside to process your paper – especially client billing!

Get creative with your organizing tools. When I’m working with designers and other creative folks, I frequently hear this refrain: “but the organizing tools are so ugly!” Unfortunately, it’s mostly true – many of the containers and other organizing gizmos out there are pretty bare-bones and focus on functionality over form. That said, there are ways to make sure that your organizing tools match your aesthetic sense. One technique I like to use is to get clear containers, and then line them with decorative paper from a high-end paper store. By doing this, you can completely customize the look of your storage, rather than trying to find an off-the shelf solution that fits. Look for organizing tools that you can customize in various ways – either by decorating, painting, or using in new and unexpected ways.

Give things a home. One of the most important concepts when you’re organizing is to recognize when your supplies, files, and other stuff don’t have assigned homes, they simply can’t be put away – they have no homes to go back to, and they become clutter (or “homeless stuff,” as I like to think of them). Make sure to take the time to assign homes for each of the things that are around your design studio or office. That way, when it’s time to find things, it’s easy to do so – and it’s equally easy to put things away when you’re done with them.

What to Do with Your Unwanted Stuff

A frequent by-product of the organizing process is usually a bunch of stuff you’ve decided you no longer want, love, or use. Getting rid of all this stuff can sometimes be a challenge – but don’t let that stymie your progress! Here are three ideas of what to do with your castoffs:

Sell them. If your belongings still have financial value – for instance, electronics in good condition, designer clothes, or antiques – you might be able to recoup some of their cost by selling them. While having a garage sale might seem like the easiest way to sell your stuff, I generally don’t recommend it. Garage sales take a lot of prep work and planning, not to mention the time you have to spend staffing the sale. Unless you live in a densely populated area and expect most of the stuff you’re putting out will sell, skip the garage sale. Instead, try posting your most valuable items on eBay or Craigslist. You can do some research online to see how much you can expect your goods to sell for – helping you decide whether it’s worth your time to sell them or not.

Give them away. For stuff that isn’t saleable but is still in perfectly good condition – clothes that no longer fit, the extra microwave that’s been sitting in the garage, etc. – it’s best to donate them so someone else can use them. Your local Salvation Army or Goodwill are great places to start, as they generally accept a variety of items – call them before driving over to see what they’re currently accepting. For things they won’t accept, get creative – other places may still value your stuff. For instance, if you’re getting rid of stacks of magazines, why not drop a few off at the gym or at a hospital waiting room? Have extra TVs or VCRs? See if a local shelter could use them. Many things that you think aren’t valuable may in fact be desired by someone else – try posting on Craigslist in the “free” section or on Freecycle – the results may surprise you! With clients, I’ve found that when we match their donations to places which will actually use them, they feel much better about letting those things go.

Recycle them. Some of your stuff may not have any more useful life left and should be discarded in an environmentally-friendly manner. In many communities, recycling options abound for items like paper, plastic and aluminum, but what can you do with the rest of the stuff you want to recycle? This is where you have to get creative and do a little legwork. For electronics, some Goodwill locations and places like GreenCitizen will recycle your goods (sometimes for a small fee). See if old clothes can be used as art scraps at a local sewing center or school. Try calling your garbage company and see if they offer any resources or referrals for recycling beyond what they regularly pickup. Your local NAPO-affiliated Professional Organizer can also be a great resource for recycling and reuse ideas.

The 3 Secrets to Getting – And STAYING – Organized

When it comes to organizing, routine does matter!

Organizing is about so much more than developing the right systems to meet your needs or buying the latest organizing gizmo. While those things are undoubtedly important, the most critical factor of whether your organizing projects will be successful is how well you integrate organizing into your life. Here are a few tips to build new routines around organizing:

Start small. The biggest organizing mistake that people make is to set unrealistic expectations for how much time and effort organizing takes. The tendency for many people is to say, “this weekend, I’m going to organize the whole house” or “I’m going to purge my 20-year paper backlog today.” Projects like these are big, and need to be broken down into smaller mini-projects that are more easily completed. Take these larger projects apart, and you’ll see there are smaller tasks within them – for instance, organizing just one kitchen cabinet, or purging just one part of one file drawer. It’s far better to start with a small project that you can make immediate, visible progress on, instead of a large, nebulous, undefined project. Start doing smaller projects regularly and you’re guaranteed to see continual progress.

Do a little each day. Organizing doesn’t have to be a quarterly or annual event – in fact, it is a lot better to build organizing into your life on a daily or weekly basis. If you can devote fifteen minutes a day toward clearing clutter, you’ll help ensure that those areas you so carefully organized will stay clutter-free. For most people, it’s easier (and more enjoyable) to spend a few minutes a day on organizing, rather than blocking out an hour or two once a week. Organizing won’t become such a chore, and you’ll be reinforcing the habit that living without clutter is a priority for you.

Remember, organizing is a process. Organizing is not a do-it-once task; rather, it can be helpful to think of it more as a lifestyle change. There may be a big push to complete a particular project, but it’s the maintenance that happens afterward that helps ensure success – and that maintenance is all about your habits. I’ve worked with lots of clients, and the ones who are most successful realize that while certain projects might have defined completion parameters, there is no “end point” for being organized. It’s a skill you can develop and grow throughout your life.

Getting your office or home organized is one of the best investments you can make in yourself and your space. You’ve spent time and resources to get organized, and by using some of these tips, you’ll be able to stay organized for the long term.

Strategies for Success

Reach your organizing goals with these easy tips!

The prospect of getting organized at home or at work can seem pretty daunting. Working towards your organizing goals can be energized with anticipation and effort, or can be derailed by frustration and confusion. It’s critical to understand that getting organized is a process – and as such, it will have its highs and lows. Whether your goal is to clear that pile off of your desk, to organize your computer files, or to finally see the floor in your closet, here are some strategies to help you to hit your target:

Have a plan. The most common downfall that people who try to get organized run into is they haven’t planned out their project. Often, they’ll begin without first defining the smaller tasks in the project, and how they will recognize when they are finally finished. Before you start your organizing project, take a few minutes to write down your plan of attack – your goal for the project, the steps involved in getting the project completed, and what some important milestones are. This way, as you complete each task, you can check it off and visually see the progress that you’ve made. And if you run into trouble, a good Professional Organizer can help you develop an organizing plan that’s right for you.

Set aside time. Take a look at your calendar for the month. Do you have an extra 15 minutes each day, or a free hour on the weekend? Those might be good times for you to schedule time to make progress with your organizing. Once you find the right time in your schedule, make sure you write it down as “organizing time.” The simple act of setting time aside for working on your project can go a long way towards your success, because you’ve just let yourself know that organizing is a priority that has earned time in your schedule.

Enlist help. Organizing can be a solitary activity, and if you’re a social person, getting organized alone can be torturous. If you enjoy having another person around to bounce organizing ideas off of, work with a Professional Organizer, or get an “organizing buddy.” You and your organizing buddy can put your heads together on each other’s organizing projects, and can share that extra bit of support when it’s needed.

Reward yourself. As you make progress on your organizing plan, give yourself a treat for reaching important milestones. You don’t have to wait until you’ve completed your project to sit back and enjoy the work that you’ve done! Some great times to reward yourself might be when you can finally see the top of your desk, when you have just gathered a bag of unused clothes to donate, or when you’ve got that undeniable feeling that things are starting to get “under control.” You get to choose your reward for reaching those important milestones!

Remember, getting organized is a process, one that can help you build skills that will last for a lifetime. Individual projects can take awhile, so be patient and don’t get mired down in the day-to-day ups and downs of your organizing. Try the strategies mentioned above and you’ll be well on your way to success!

Spring Cleaning Project – 4 Steps for Clearing Out Paper Clutter

For many of us, spring is the time when a certain activity comes to mind – the annual clearing out of clutter that collects in our homes and offices. While it’s easy to focus on getting rid of “stuff” clutter – actual physical things – it’s important to look for ways to clear out the other types of clutter in our lives that can also get in our way. One of the big ones that I help clients get rid of is paper – we all have it, we all need to deal with it, and wouldn’t it be nice if we had less of it? Here’s how:

Get rid of what you don’t need. In my experience, people I work with usually have been keeping far, far more documents than they need, or could ever find useful. Paper can take up a lot of space, can get messy really quickly, and can feel overwhelming when it’s stacked and piled all around you. A great way to start reducing your existing paper is by setting some retention guidelines for what you want to keep and for how long. Do you really need your junior-high reports? Probably not. Last year’s medical records? Quite possibly. The government’s information site has some helpful retention guidelines (online at http://www.pueblo.gsa.gov/cic_text/money/keeprecords/keeprecords.htm). You can customize these guidelines for what fits your life and your retention needs.

Go electronic. So much paper comes into our lives that may be available in electronic form. For instance, a little-used feature on most computers is the ability to send and receive faxes on-screen, without even printing out a document (check your computer’s instructions for how to do this). If there are documents you want the information from but don’t need the paper version of, try scanning them using a tool like the Neat family of scanners (www.neatco.com).

Do you really need those bills? I’m thinking bills from cable or satellite TV, your cell phone, garbage bill, and the like. Most vendors are happy to help you go paperless – just visit the website for each vendor and sign up for paperless billing. When your bill comes due, you’ll receive an email instead of a paper notice. You’ll be able to pay online if you so choose, saving you stamps and checks. Less paper all around!

Stop the influx. If you’re receiving a lot of junk mail, use a service like Tonic Mailstopper (http://mailstopper.tonic.com) to do the work of getting you off junk mail lists. If you get catalogs, judiciously choose which ones to receive, and which ones will get the boot. Call the numbers on each catalog that you no longer want, and ask to be taken off their list and the lists of their partners.

Once you’re done discarding your paper, make sure to dispose of it securely and responsibly, by shredding and/or recycling as appropriate.

What are your strategies for getting rid of your paper clutter?

Organizing for Taxes

Take the stress out of tax time with a few simple tips!

Does the thought of preparing for tax time fill you with dread? Tax time can make anyone stressed out – but there’s hope! By using a few easy organizing techniques, you can sail through your taxes this month.

Plan in advance. Don’t wait until the tax deadline looms near if you know that your receipts need organizing and that you haven’t kept track of your expenses. Spend one or two hours a week (or just 15 minutes a day) sorting your documentation. This will save you lots of time and stress when you or a professional are actually preparing your taxes.

Who’s preparing your taxes? Think about who will be preparing your taxes, and what sort of information they’ll need. Preparing your own taxes is a lot easier if you make a checklist of what documents (W2s, bank statements, etc.) are needed. With a checklist, you’ll know if any important information is missing when you sit down to prepare your taxes. If you’re going to be giving your information to a tax preparer or CPA, ask them how they would like to receive your information. Some tax preparers want a list of expenses, while others are happy to take receipts and do the totaling for you.

Record your expenses. If you don’t have an organized way of keeping track of your deductible expenses, you may be missing out on big savings come tax time. Create a list of your expense categories using a simple list, a ledger, or a computer-based system. As your expenses accumulate, add to your category totals so you can see where your money is going.

Keep everything together. Scattered receipts and expenses can lead to lost deductions. Instead of losing your receipts or keeping them in a shoebox, purchase an inexpensive accordion folder. Label the folder with your expense categories, and as you get a receipt, drop it into the corresponding slot. Totaling your expenses for each category at tax time will be a breeze!

What about next year? Don’t wait until next year’s tax time rolls around to start thinking about your 2010 taxes. Create an accordion folder for next year, along with your category list. Keeping track of receipts and expenses throughout the year can eliminate tax-prep related stress.

Paying taxes is a fact of life, but the stress surrounding tax preparation doesn’t have to be! By using some of the simple strategies I’ve described, preparing this year’s taxes can be quick and painless.

4 Tips for Eco-Friendly Organizing

Simplify your life while being environmentally responsible!

Getting organized can be a fantastic way to simplify and streamline your busy life. The process of getting organized can involve weeding through (and discarding) some of the belongings that have been keeping you from living how you want to live, and finding other products that can help you live in more comfortable, effective way. Tossing some things out while also potentially getting new things may seem to be at odds with eco-friendly living, but there ARE ways to be eco-friendly while getting organized. Here are four things to keep in mind:

1. Repurpose what you have. Before getting rid of your stuff, see if you can use what you have in new and different ways. Turn things on their sides, take them to different rooms, and match things up in unusual ways. For instance, an extra bowl from the kitchen can make a great “key-catcher” by the front door. Checkbook boxes transform into drawer dividers, and plastic trays that fancy chocolate comes in are great for organizing earrings. Another example: I have a client who is a scrapbook artist. We used transparent plastic bins to store her supplies, which were functional but not very attractive. Instead of buying new bins, we used some of her extra decorative paper to line the bins and hide the contents. Look around your space – what can use differently?

2. Buy eco-friendly products. You may need to buy specialized organizing products, such as desk accessories, drawer dividers, and other things that will help you get and stay organized. Stores such as Good Girl Goods (goodgirlgoods.com) and the Container Store (containerstore.com) carry many products that are made from recycled or natural materials. Consider products that will make it easier for you to recycle, such as sorters that can help you separate glass, paper, compost, etc.

3. Store the right way. Store your items in a way that will best preserve them. First, make sure you have the right containers. If you’re storing photos or documents, choose acid-free boxes, not plastic bins. Keep clothes in a sealed container, not in a suitcase. Second, be conscious of the location where things are stored. Keep issues such as moisture, light, and temperature fluctuations in mind. A damp garage isn’t the right spot for paper, and a bookshelf in direct sunlight will quickly fade your precious photos.

4. Discard responsibly. After weeding through your stuff, you’ll probably be left with lots of things that need to find new homes and some that can be recycled. When working with clients, I usually recommend that they get rid of things in this order: sell, donate, and recycle. Items of value can be sold on eBay (ebay.com), Craigslist (craigslist.org), at a garage sale, or in your local paper. Call your favorite charities and see what items they are accepting – frequently charities will come and pick up your donations for you, saving you time. Items that are left over after selling or donating can often be given away via Freecycle (freecycle.org). Finally, the items that have no value to you or others can be responsibly recycled.

Simplifying and organizing your life while being environmentally responsible is possible! When embarking on your next organizing project, keep these four tips in mind. You’ll be able to feel good about taking steps toward living the life you want in an eco-friendly way.

3 Steps to Your Organized Kitchen

It’s a space most of us use every single day, but few of us take time out to make our kitchens the efficient, organized spaces they could be. By taking a few simple steps, we can create efficient areas for storage, food prep, and we can even save money in the process!

Edit it all. Kitchens have a tendency to become storage areas for the unused and the unwanted, which can end up taking up valuable storage and food prep space. Sometimes, it’s easier to simply push the things we don’t use to the back of the shelf, rather than decide that we don’t need them at all and then get rid of them. Because of this, it’s a smart idea to take a detailed pass through every cupboard, cabinet and shelf in your kitchen and make sure that you’re keeping only the things you need, use and eat. A few helpful questions to ask when editing through the items in your kitchen:

 Have I used this tool/gizmo in the past 6 months to a year?
 Is this food expired?
 Did I (or someone else in my home) like this food the last time we ate it?
 Does this food align with my current eating goals (lower cholesterol foods, healthy eating, etc.)?

Kitchen gizmos in particular have a tendency to accumulate, so take a realistic look at these items and make sure you have used them recently - or have even opened them in the first place!

Keep it close. Once you’ve edited through the food and food prep tools you’re currently storing in your kitchen, then it’s time to reorganize things a bit to make them easier to use. At this point, you’ll want to take everything out of your cabinets and start moving them to storage spaces that make more sense for how you’ll actually be using your stuff. One of the basic tenets of organizing is to keep things close to where you’ll be using them. In this case, you’ll want to keep the food prep items and food that you use all the time in areas that are nearby where you’re likely to use them - for instance, your frequently used pots, pans, and utensils should be close to the stove and oven, and the ones you use less frequently should be stored a little further away.

Eat it up. When I’ve helped clients organize their kitchens in the past, we are often surprised at how much unused and uneaten food is filling up their storage. When we buy food at the store and then put it away after we get home, it’s so easy to forget that we have it - the old “out of sight, out of mind” syndrome. Especially when we are in a hurry, it’s hard to remember that polenta that in the cupboard or the ground turkey in the back of the freezer - all of which we intended to eat, but simply just forgot about. Before you go shopping next time, take a pass through what you already have on the shelf - you may already have what you need, or you may just need to “fill in the blanks” with produce or other fresh items. You can also try rotating the food that’s in the back of your shelves and bring those items to the front of the shelves, making it easier to see what you have. Studies have shown that if we actually ate all the food that’s in our storage, the average home could save hundreds of dollars a month over going out to buy new food at the store. What a bonus for getting organized!

Controlling Your Closet

San Francisco living is great – many of us are fortunate to live in beautiful, historic buildings that are just bursting with character. Another thing that’s bursting is our closets. With more clothing and belongings than ever before, it can be a constant struggle to find places to put all our “stuff,” especially in closets that were designed twenty-five, fifty, or a hundred years ago. Our lives, and our storage needs, are very different than our predecessors, yet if we want to live in San Francisco, we have to devise ways to shoehorn our belongings into closets that were designed for wardrobes from a bygone era. But how do you fit a modern wardrobe into a Victorian-era closet? I’ve got a few ideas for you.

The first step is to get rid of what you don’t need – that way, you can see exactly what you need to find storage space for. One of the best ways to do this is to take everything out of your closet, and start sorting it into piles. I like to recommend that my clients create piles for “Keep” (things you definitely wear), “Sell” (things that you can probably make money by selling at used clothing stores), “Donate” (things that are usable but that you probably can’t sell), “Trash” (things that nobody will want or be able to use), and finally a “Don’t Know” pile, for things you’re not sure what to do with. The “Keep,” “Sell,” “Donate,” and “Trash” piles are pretty straightforward, but what about the “Don’t Know” pile?

“Don’t Know” is for items that you like, but never wear or use. If you really can’t part with that $300 dress that you never wore, and you can’t bear to give up those soccer cleats for that league you were planning on joining two years ago, put those items into a box, and seal the box with tape. If you haven’t opened the box to use those items in six months, it’s time to sell, donate or trash those items, because chances are you won’t be using them anytime soon.

So how do you store everything that went into your “Keep” pile effectively in your tiny San Francisco closet? The key is to maximize every available inch of storage space in the closet. Look up, look down, look all around, and you’ll find that there just might be a lot more potential storage space in your closet than you originally may have thought. I’m often surprised at just how much storage space there can be in a closet – you just have to be creative about how you use it.

For instance, if your closet has only one rod, you can gain 50% more storage space by hanging another rod. Closet rods are available inexpensively at local hardware stores, and if you don’t want to install one permanently, you can get a removable secondary rod that hangs down off of your primary rod (I often suggest these to renters). No space in your room for a traditional dresser? Try some plastic, stackable drawers that you can use to fit in the floor space under where your clothes hang. I highly recommend the transparent or semi-transparent drawers rather than the opaque ones, because it’s very convenient to be able to see what’s in your drawers without having to actually open them up. If you have shelves above your closet rod, you can fold and stack sweaters and shirts, or use the space for transparent shoe boxes, which stack nicely. Don’t ignore the space behind the closet door, which can be a great spot for hanging a shoe rack, accessories organizer, or for installing a hook to hang long items such as coats and dresses.

So if your closet is currently on overflow, don’t despair. Use a few tips that I’ve suggested, and your closet will soon be your friend.

Making Your Workspace Work

Improve comfort and increase productivity with a few simple tips!

Once an afterthought, people who spend time at a desk have come to recognize the benefits of creating an ergonomic, efficient workspace. Whether you’re spending time at a desk at home or at an office, a comfortable, well thought out space can go a long way towards making you feel more productive. Here’s a few tips to get the process started:

Choose the right workstation. Think about the functions that you’ll be doing at your desk. Analyze what you do in a day, and make sure that your desk or workstation will be able to accommodate your needs. Will you have lots of cables running from a computer and other equipment? Choose a desk with built-in cable management and an adjustable keyboard drawer. Will you be doing a lot of paperwork or making scrapbooks? You’ll want a desk with lots of flat space so that you can spread out.

Streamline your storage. Planning your storage in advance can result in significant time savings later. Group the things you need to store into categories (office supplies, filing, books, inventory, etc.), and then measure the items. That way you can determine just how much space you’ll need for storage. Decide what type of storage (a desk hutch, bookcase, freestanding shelves, drawer unit, etc.) makes sense for the space you have available and the amount of storage that you need.

Have a plan. Based on the information you just gathered, develop a storage plan. Make a map of the shelves or drawers, and assign items to each shelf or drawer in a way that makes sense for you. Keep more frequently-used items closer, and place infrequently used items higher up or down lower – away from the “prime real estate” of eye-level storage. Make sure to leave extra space in your plan for items you’ll purchase in the future. According to the storage plan that you just created, arrange your items on the shelves or in the drawers. Containerize smaller items as necessary.

Make it yours. For many people, a desk or workspace doesn’t feel right until they decorate it in some way. Personalizing your space can go a long way towards making you feel more at home and productive. The key here is to not go overboard and clutter up your desk with mementos, photos, and personalized mugs. Instead of dozens of personal items, choose and display a few that really mean something to you. Monthly, swap your mementos for others that have special meaning – that way, you’ll get to honor your treasured items, while also keeping your space clutter-free!

Working at home or work at the office can be more comfortable and productive than you previously may have thought. By implementing a few of these simple tips, spending time at your workspace can be a pleasure!

Organizing with Kids

Are you tired of asking your children to pick up and put away their things? If “clean up your room!” is a popular refrain in your household, there are some simple things that you can do to help your kids get on the organizing bandwagon.

Give them control. Kids love to solve puzzles and are often full of ideas. When working with your kids to organize their room or playspace, instead of you making decisions for them, see how they’d like their toys arranged or their clothes sorted. Maybe they want their clothes organized by color instead of type, when you thought doing the reverse would work well. Work with your kids to find out where they think things should go, and use those ideas to find appropriate homes for all of their stuff. Your kids will feel a lot more invested in a system that they can help design, rather than one that is imposed on them.

Keep it simple. A common pitfall of people who organize for their children rather than with them is that they create complicated systems that are oriented towards adults. Don’t create a system with many complicated categories and hard-to-use organizing gizmos. Keep categories straightforward and age-appropriate, and make sure that any containers or specialized organizing tools, such as craft boxes, re-closable plastic bags, etc., can be safely and easily used by your child.

Make storage accessible. Chances are, your kids can’t reach as high as you can, and can’t lift as much as you either. I’ve gone into a number of homes where well-meaning parents had storage bins full of toys that had been stacked nearly floor-to-ceiling. When I asked how easy it was for the kids to access the toys in the bottom bin, the parents usually say “not very.” If your kids can’t easily access their storage system, they won’t use it. Instead of stackable bins, use storage drawers. Make sure that everything is at a height that’s accessible for your kids, and that they are able to pick up and move things without straining.

Label everything. For kids (as well as for adults), a label on something makes it “official.” Once a drawer has a label says “socks” and a storage container is labeled “dolls,” those become the official homes for those items. As long as everything has a clearly labeled home, the chances of items finding their way back to their homes become much greater.

Use color. Finally, kids love color – so use it in their organizing systems! Color-code storage areas, drawers, and other containers as another way of “labeling” functions of the storage system. Organizing containers don’t have to be white, black, or clear – so use color where appropriate with the systems you and your kids develop.

Spending time with your kids developing organizing ideas and solutions can be a fun and rewarding family activity. Soon, you may find that your kids’ rooms practically clean themselves!

3 Ways Evernote Can Boost Your Productivity

If you are tired of trying to keep track of every detail in your life, it’s helpful to look for tools that can help offload some of that mental overhead. One of the best tools I’ve found for doing this is Evernote (http://www.evernote.com) – it’s a fantastic (and powerful) note-taking tool, which helps to capture all sorts of different types of information. I’ve implemented Evernote both in my own business and with my clients in a variety of ways to help them streamline some of their processes and save them time. Here are a few ideas for how you can do the same:

Snap your scraps. Instead of trying to rework how you do everything, try using Evernote in little pieces. Start by taking snapshots with your cell phone of all the scraps of paper that you have scattered around your office - your sticky notes, the backs of envelopes, scrawls on napkins, etc., and then put them all into Evernote where they can be searched later. You don’t have to stop using your written notes right away, but over time, you may find yourself needing them less and less as you transition to using Evernote more and more – especially as you discover how handy it is to be able to search your notes and actually FIND what you’re looking for!

Shoot the whiteboard. Meetings with other professionals can be productive, but taking notes can be a real chore. At your next meeting, instead of frantically writing down notes and trying to copy everything that’s written on a whiteboard, try snapping a photo of the whiteboard with your phone, and send that pic to Evernote. Since Evernote can read the handwriting in the photo, you’ll be able to easily search for and refer back to that whiteboard later on when you need it. You can also attach an audio note about the gist and the details of the meeting.

Share the love. If you work with clients and you’d like to share information with them, set up a shared notebook in Evernote dedicated to that client. In it, you can capture clips from web articles they might like, snapshots of resources that they could find useful, ideas for upcoming meetings or sessions, or links to online applications they may find helpful in their day-to-day lives. This can be a HUGE value-add to your clients and the people you serve – not only are you introducing them to a new tool (Evernote), but you’re populating their notebook with stuff they’ll be interested in.

Any one of these strategies can help gather your information in a central spot, and can definitely help save you time. Try a few different ways of using Evernote to boost your productivity – I think you’ll be surprised at how much it can help you!

The Cost of Disorganization

2010 is just getting started, and getting organized is on many resolution lists. Of course, this is a great goal (it is, after all, National Get Organized Month!). But beyond it just being timely, it’s helpful to really focus on the reasons why you want to get organized, as that can help keep you motivated throughout the organizing process. One reason people want to get organized is to save time and money. But just how much of these essentials are you losing from your current level of disorganization?

Whether you consider yourself super disorganized or just a little, you may have a sinking feeling that your disorganization is taking a toll on you - a financial toll. And you’re probably right - after all, any time that you waste looking for things that are lost in your computer, on your desk, or in your space is time that you’re not spending being productive – or just on true downtime. Anything that you can do to make you more productive is going to save you time and potentially money. Let’s look at a quick formula to see just how much disorganization is costing you:

Time it. First, think about how many hours a week you spend being disorganized. Maybe half an hour looking for papers; maybe a few hours trying to search through your phone records and notes. Really think about all the different ways that you lose your focus, your “flow,” and your productivity. Be honest with yourself – this number is only for you. On average, how many hours a week do you spend being disorganized?

Charge it. Then write down how much your hourly rate is. This could be how much you charge clients per hour, or it could be your salary divided by the amount of hours you work in a week. Then, multiply your hourly rate times the number of hours per week that you are spending being disorganized. The result? How much disorganization is costing you every single week.

Multiply it. If you want a really scary number, take your weekly cost of disorganization and multiply it times 50. That number will give you how much disorganization is costing you over an average working year.

What did you come up with? Even if it is relatively small, wouldn’t you rather be generating that income rather than losing it by being disorganized?

In upcoming editions of the newsletter, we’ll be exploring strategies to help you get organized to boost your productivity. By implementing some of the ideas, you’ll reduce the amount of time you spend being disorganized, and instead will find yourself more productive and efficient. It can be done – and 2010 is the year for you to do it!

So Maybe Multitasking Isn't Such a Great Idea After All...

Ok, I've been saying that multitasking is a waste of time for awhile. Now the New York Times has a long article on the topic. It's an interesting read!


-- Joshua Zerkel, Professional Organizer - Office & Home
www.customlivingsolutions.com