Going Back to School – As An Adult

Most of my clients are mid life and beyond and they are embarking on new chapters in life – exciting, daunting, refreshing and uncomfortable – all at once! A way to feel more comfortable is to take a little bit…

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Papers – What to Keep & Toss

Below are some generic standards – good but generic – for what papers to keep and get rid of for your papers. In all instances, your own accountant or financial planner has the final say, i.e., overrides these reference sheets….

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Tax Papers Organizing

Small businesses & taxes – The documents are arriving in the mail, along with our tax organizer packages. This article is step by step advice for keeping track of these papers, particularly for your small business. I’ve included links to…

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What Business Files Does a Solopreneur Need?

I like a lot of Smead’s products because the company often thinks of us, the users and how to make all this organization easier on us. Papers aren’t going away so if you can think of them as part of…

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Email Interruptions: 6 Solutions

Reader question: “You’ve decided to work on a project exclusively for two hours. You have to retrieve files and information clients have sent you over email. In the process, your current email downloads and you see that there are issues…

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Organizing Your Tax Papers

I have a giveaway today – an Income Tax Organizer, by Smead. More details here. Be the first to comment on this blog post and I’ll send you a brand new, unwrapped tax organizer. Especially for things we don’t do…

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