Archive for the ‘Office Organizing’ Category

While in Toronto in early November at the Professional Organizers in Canada annual conference I attended a workshop delivered by Deanne Kelleher from Kaos Group called “Essential and Powerful Business Tools”.  The session made me realize how many systems all of us small business owners should have in place and perhaps don’t, myself included.  If only I could find the time! (more…)


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I am fascinated by how the concept of ‘good enough’ relates to being organized and our many attempts to be what we perceive as ‘well organized’.  What does being organized mean to you?  Most likely not the same as it does to your spouse, your best friend or your children.  What if, instead of constantly striving to be more organized, better organized or even, heaven forbid, perfectly organized we strove for (more…)

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Here are some wise words from my good friend Georgina Forrest from Smartworks Organizing in Calgary, Alberta from one of her recent newsletters. (more…)

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This week was very gratifying on many fronts but especially so because I got to help a client who owns a small business revamp her paper filing system.  I’m quite sure I was far more excited about the process than she was. (more…)

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As the song says, I’ve been ‘Hunting Hi and Low’ (famed Norwegian band ah-ha in case you want to check them out) for home office furniture for the last week or so.  Turns out I’ve got several home office projects on the go right now -very cool.

The challenge of finding furniture for a home office makes it seem, at times, like I’m never going to find just the right pieces.  We have to consider the following: (more…)

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At this time of year I always start to get into what I like to call ‘Clean Up and Get Organized for the New Year’ mode in my business.  Somehow, I always look forward to this process. For me it involves several steps which many of you may find it helpful to consider.

  1. Purging Paper & Electronic Information – like many of you I accumulate a lot of paper and electronic information throughout the year, some of which I never use. There’s no better feeling than going through all the paper files and shredding a bunch, going through my ‘My Documents’ folder and either archiving or deleting a bunch of files and finally going through all my email folders from this year and either archiving or deleting a bunch of that information.  Somehow this process always seems to shift the energy around a bit and make room for new and exciting projects each new year.
  2. Getting Ready for Canada Revenue – I have to say that all of us small business owners certainly do have to be well organized on the financial records side of our business in case our friends at CRA come calling.  I firmly believe that if I’m well organized and keep good records there is less likelihood that will happen but if it does I’ll be well prepared. I can pull any piece of   information they may require on a moment’s notice including invoices, expense receipts, HST returns, my calendar with all appointments,  monthly financial statements and the all important Automobile Mileage Log (to purchase yours go to http://www.janetheorganizer.com/productsforsale_automileagelog.html)  for the past 7 years.  The two things that they love to audit us home-based businesses for are ‘office-use-of-home’ expenses and ‘vehicle expenses’, so be sure to have those records in tip top shape and easily accessible.  In addition, HST audits are quite common so being able to produce your records in a timely fashion can make this process almost painless.
  3. Creating A New Budget – I always like to challenge myself to ‘stretch goals’ on the revenue side and then see how little I can get away with spending on the expense side while still growing the business.  This year I’m thinking about a few new budget items such as a Smartphone (yeah, yeah, I know I’m so behind on that one), a part-time Personal Assistant (too exciting), and maybe even my dream of a Training Video.  Having a monthly budget and reviewing it twice per month is one of the key success factors to any business, large or small.
  4. Annual Planning – in addition to creating a new budget, I schedule a yearly annual planning session for 1 or 2 days with my mastermind group(s) to brainstorm ideas for the next year or so.  This will involve both my personal and professional life and is a chance for some free thinking with no limitations.  A chance to review outstanding projects and think of new ones.  A chance to dream big and share those dreams with others.  And finally the time to put it all in writing, decide my priorities for the next year, and make a committment to others in my mastermind group to work on those priorities or, if I don’t, to have a good reason for changing them.

Whew, aren’t you exhausted just thinking about all this? Now we all have to go and book time in our calendar over the holiday season to get working on #1 to #3.  In my business #4 will be happening in two phases, one in January and the other in March.  However, you may decide to do something completely different like attend a workshop or hire someone to help you through the process.  Remember the adage, “Poor Prior Planning leads to P… Poor Performance”.

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Here I sit in my office rather late on Sunday evening after a full day of financial paperwork for my business and my husband’s.  Catch up as a result of all the time I have spent at various Conference sessions in the last week or so.

I attended the Professional Organizers in Canada (POC) Conference in Montreal from November 5th to 7th and the Centre for Women in Business (CWB) Conference here in Halifax on November 12th.  I am definitely ‘all conferenced out’, but I have to say it was so worth it.

It’s my once a year chance to rejuvenate myself, learn from others, reconnect with organizing friends from across the country and establish stronger connections with women right here in my own backyard.  Several messages came across loud and clear, funnily enough, at both Conferences, go figure!

Use technology to your best advantage to make your business as efficient as possible but don’t get carried away with the latest online tool just because it’s new and looks cool. 

  • Doodle – for scheduling with multiple people and your assistant
  • Postling – to manage all your social media
  • ReQall –  for voice to text while you’re on the road
  • Dropbox – for online file syncing and sharing on multiple computers
  • Google’s PasswordSafe – for keeping your passwords

The second message that came through loud and clear is the need for business owners, especially us organizers, to relinquish control of our business by hiring some help, outsourcing or bringing in partners and associates who complement our own skills.  My first step will be to hire a part-time personal assistant early in 2011 and then to start thinking about another staff member to work with me on client projects.  It is simply not possible to build a profitable long-term business without getting some help, not matter how hard it will be!

The final message is around the profitability subject and that is to get your finances under total control.  Build a business and personal budget and stick to it, work with a banker who understands small business, get a good tax accountant and incorporate your business as soon as it makes financial sense (for me that was three years ago). 

Yup, you guessed it, my first step before anything else is to book an appointment with a lawyer and get moving on the incorporation!  Ugh, the thought of the work involved in transitioning makes me cringe but I must soldier on.  Wish me luck!

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