A simple checklist for a new financial year
If you're dreading getting ready for your accountant, then it's extra reason to check out the tips I have for you today.
The new financial year is a great chance to review your P&L for the year gone and plan how you'll get a jump on the new one. But I also want to remind you to make a fresh start of your filing. So you can cruise through the next 12 months knowing exactly where to put anything tax related. AND you can feel super clever and calm when it comes to tax time next year.
VIDEO: Filing your Reference Information - Office Basics series
Important Questions about Information Management in your Business
Over the last few months, I have been busily furthering my organising and productivity knowledge with a well respected industry veteran in the US, Barbara Hemphill. I will soon be able to add the title Certified Productive Environment Specialist (CPES) to my accomplishments and it's already given me some really effective extra tools to help my small business clients to manage their information and be more productive.
Making filing paperwork easier
Let's face it, most people hate filing. It's boring.
But more than that, one of the common getting stuck points is those documents that don't really fit into any category that you have set up. Sometimes this results in piles of miscellaneous papers or you just put off the filing all together.. And the piles grow.
So how can we avoid this and make filing easier?
Cut the Fat from your Filing Cabinet
Digital Filing with Evernote
Easy ways to capture info
What can you capture?
Organising all that Info
Finding it again
- Recipes - with notes added about how good it is and pics of the end result
- Photos of dresses or furniture that I like - can add the details of where to buy from
- Receipts that I need to keep for product warranties - whether from an email or just a photo of the cash receipt
- Contact info - Photos of business cards or information clipped from a website
- Travel itineraries and information - booking numbers, ideas of places to visit, weather forecasts, packing checklists
- Instruction manuals for gadgets - You can download these from the manufacturers website and throw out the paper version
- To-do lists - sometimes I even make a wishlist so that next time someone asks what I want for my birthday there are no more mind-blanks!
Personal Filing for Beginners
4 Tips for Organising your Digital Photos
Create a new folder for each occasion
Give the folders meaningful names
Delete the Dodgy Photos




