Archive for the ‘professional organizing’ Category

File what? How to eliminate paper with “FileThis”

September 17th, 2014

I am often asked “how can I easily get rid of papers that enter the house?”  My first question is “what types of papers come in to the house?”  The typical answer is mail, bills, statements, etc.  The logical response is stop them from coming in to the house.  I mean, stop the physical papers.

File This Paperless Made EffortlessYears ago, I heard of a service called “File This Fetch”.  It is now called “FileThis“.  Not sure why they dropped the fetch but the service is the same… actually it continues to get better.  The gist of FileThis is you sign up for the service, connect your accounts (utilities, financial statements, pay stubs, etc) and File This fetches your statements and bills.  It then files them in a location you designate.  I will let you read about the security of sharing your log-ins.   I am not concerned about the security.  I have been sharing my logins with reputable sites like Quickbooks and Mint for years.  FileThis enables you to stop receiving the paper statements and bills and still keep them organized.

I was recently asked a bunch of questions about FileThis.  I figured many others may have these same questions.  Check it out.  See if FileThis could help you reduce the amount of papers that enter your home and helps you keep the documents more organized. (more…)

50 Tech Tools

It's here! My eBook 50 Ways to Use Technology to Increase Productivity & Profitability is here! Don't let the name fool you. It actually contains over 80 resources. Check the special pricing for Need Another You readers.

Creating a Stress-free Tax Organizational System

March 3rd, 2014

Stress-free tax organizing

It is that dreaded time of the year.  Some of you may already be ahead of the deadline but for many this is a time of anxiety, panic, worry, stress and more.  The key to making the tax season less stressful is to set-up a system that you use year round.  By creating a physical paper filing system or electronic system to control your tax information, you eliminate the rummaging through documents and files come January, February, March or {{GASP}} April!  I use a system created by Freedom Filer.    I set-up their filing system to follow the IRS 1040 forms including the Schedule A and Schedule C.  I itemize my deductions since I operate a small business.  Depending on the number and type of deductions you have, you may also be required to complete the Schedule C.  I mirror my paper filling system electronically (the IRS does accept electronic copies of documentation) for all of the e-receipts I receive.  I set-up files for all of the same categories.  Throughout the year as information comes in that will be used for completing my taxes, I file that information in the appropriate folder.  When it comes time for filing out the tax forms and collecting the paperwork, all I need to do is cull those files.  No rummaging and searching.

Check out this video featuring me demonstrating my filing system.  Let me know what you think and if you have any questions.  

 Wishing you good luck with submitting your files.  If you have already checked them off your list, a big WOOHOO and congrats!

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50 Tech Tools

It's here! My eBook 50 Ways to Use Technology to Increase Productivity & Profitability is here! Don't let the name fool you. It actually contains over 80 resources. Check the special pricing for Need Another You readers.

Stay Focused to Get More Done

January 31st, 2014

Are you ever looking to get something done but keep getting interrupted by external sources?

If those interruptions are caused by wandering to other websites (such as Facebook, Twitter, Pinterest, or even email), try StayFocusd.

Stay Focusd

Nuclear OptionStayFocusd is a free Chrome browser extension that you set to limit how long you spend on time-wasting websites.  You choose the websites you block, the days of the week and the amount of time you are blocked from those sites.  It also has a “Nuclear Option”.  If you need to sit down and get things done, you can click on the StayFocusd browser extension and “nuke” all the sites you have chosen to block.  If you attempt to access one of the blocked sites, you are prevented from accessing the site and receive an error message “Shouldn’t you be working?”.

shouldnt you be working

find it really effective in keeping you productive and focused.  Check it out!  

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50 Tech Tools

It's here! My eBook 50 Ways to Use Technology to Increase Productivity & Profitability is here! Don't let the name fool you. It actually contains over 80 resources. Check the special pricing for Need Another You readers.

Tech Tip Tuesday – 10 Useful Google Calendar Settings, Labs & Extensions

August 6th, 2013

settings icon
Settings

  1. Meeting length – Change default length of an event time slot from 60 minutes to your preferred length
  2. Weather – Want to know the daily forecast by glancing at your calendar? Turn on “show weather based on my location”.
  3. Daily Agenda – Receive your daily agenda in a single email for one or all of your calendars.
    Select a calendar from calendar settings -> select “Reminders & notifications” -> select “Daily agenda”.
  4. Event reminders – Turn off or change the default event reminder notification (pop-up or email) and time in advance for one or all of your calendars. You can set multiple reminders for each event.
  5. Embed a calendar in a website – Great for business intranets, clubs, schools, family sites.
    Select the calendar from calendar settings -> select “Calendar details” -> select “Embed This Calendar”
  6. View other’s calendars on via Google Calendar (not in Settings, on main calendar view) –
    Select “Browse Interesting Calendars” -> browse and add calendars from around the world, most professional and college sports teams schedules, lunar phases, sunrise & sunsets and more.
    Select “Add by URL” to add a calendar where you have been provided code or a URL – school systems often use this method.
  7. Copy an event from one calendar to another – Great for sharing specific events from one calendar to another. Need to add the soccer team’s schedule to your own but only for events your family is attending? Share those games with your own calendar rather than retyping the event. Need to add a work event to the family calendar? Share that specific event to the family calendar.


Labs

  1. Event attachments – Attach a shared Google Document, Spreadsheet or Presentation to your event, or upload a file from your computer. Great to avoid searching for a document needed for an event.

Google-Chrome-Google-Chrome (1)
Extensions
– Google Chrome extensions from the Google Chrome Web Store

  1. Boomerang Calendar –– Syncs with your Google Calendar but lives in your Gmail. It automatically highlights dates and times in the Gmail message with information about whether or not you can attend based on your Google Calendar. It allows you to add events directly into your Google Calendar from the email or enables you to open your calendar. Reduces switching from Gmail and Google Calendar to reply to emails.
  2. Google Calendar Toolbar – Adds an icon to your Chrome toolbar. Mouse over the icon to see your next upcoming event. Click the icon to see your upcoming agenda or add events to Google Calendar.

Want to learn how to add these Google Chrome extensions and others?  Check out our video below
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50 Tech Tools

It's here! My eBook 50 Ways to Use Technology to Increase Productivity & Profitability is here! Don't let the name fool you. It actually contains over 80 resources. Check the special pricing for Need Another You readers.

Home Office Set-up for Optimal File Management and Productivity

July 23rd, 2013

Do you have a home office?  Or do you use your tablet, phone or laptop and your home office is all over your home?  The key to reducing household paper clutter and increase productivity is having a centralized home office.  A home office could be a designated area of a room or a specific room.  Your home office should have a place for papers to be dropped as they enter the home.  It should also have an area where papers that require action or follow-up are placed.  Your home office is an extension of your home and should be treated as such.  You should give it an inviting coat of paint, good lighting and hang some artwork and/or pictures of your family and friends.

Last week, I was interviewed by Robert Lerose of Bank of America’s Small Business Community.  Their site provides great resources and support for small businesses.  Check it out.  It is free to sign-up and participate. I will let you know once the article is published.

Here is a video I created a few years back on creating an ideal home office.

Do you have a dedicated home office? Do you use it?

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50 Tech Tools

It's here! My eBook 50 Ways to Use Technology to Increase Productivity & Profitability is here! Don't let the name fool you. It actually contains over 80 resources. Check the special pricing for Need Another You readers.

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