It doesn’t matter how organized you are, doing your taxes means two things;

1. Taking stock of the year gone by in a purely factual way. How did it all add up, how did all the work, the effort, the dreams and the disappointments – how did they all add up and what do they reveal on paper? When you look back and reflect over another year gone by it is with feelings. Tax time forces you, as a business owner, contractor and artist to reflect on the past year as the sum of its worth. There is a terrific opportunity here – it might not have been the year you were hoping for but the perspective you can get when doing your taxes will give you insight into how to make next year the best ever.

2. Dealing with a lot of receipts of all types, shapes and memories.. and adding them up. There is so much paper to deal with when sitting down to “doing” your taxes.

Here’s the thing about receipts: You have to keep them, you have to categorize them and you have to add them up at the end of the year.  I think most people just stuff them in a really large envelope and at the end of the year pass them off to their accountant to have someone else sort them. But if you don’t do that, and I don’t, and I think it is an important part of taking stock of where you spend your money, how you spend it and where you could be spending it more effectively as a business then you will need a system of keeping your receipts so that when it comes to you adding them up, it’s not such a dreadful and boring ordeal. Here’s a solution that looks good on a shelf, is easy to maintain and was very quick to add up at the end of the year.

The Binder & Box

Get a binder and a nice box – maybe match it to the colour of the binder and the box should be no bigger than the binder – or deeper. Choose a large binder, 2 inches or bigger. In the binder you will put clear sleeves which are individually labelled by category (Research and Development, Travel etc). The idea is to put your receipts in the box at the end of the day/week. When the box is quite full of receipts then that is when you transfer the receipts into their categorized clear sleeves.

The reason I found this method to work personally was because the box means that there’s one place and one place alone where receipts are put when they first leave your pockets, bags and car. It is also portable so when you go to categorize your receipts in the binder you can take the box and binder and do it while you watch TV or chat on the phone. Some people keep their receipts in categories in the filing cabinet but I find means inevitably that the receipts never get put in. Categorizing your receipts is something you can do in your least productive times.

And the reason I have a binder to put receipts in a categorized fashion is that at the end of the year when you sit down to do your taxes it is the worst part of the whole process and you also forget what a receipt was all about anyway or it’s faded. It really does pay to do the categorizing during the year.

Hope this helps. Drop me a line if you have any specific questions.

I passed my driving test! First attempt too. When I reversed the car into the parking space at the end of my test I was almost sick with dread and shame. I dreaded being told “You seem like a nice person but you and driving? Yea not a good mix. You failed – but that’s a good thing as the world is now a safer place. All the best with being a passenger!” And I was full of shame because here I am a mature somewhat intelligent woman in my 40’s only learning to drive now. Particularly in North America where most people learn in their teens.

I switched off the engine of the car. I had no idea what to say or if I should remain silent and wait for the dreaded news that I was a hazard on the road. He looked down at the form he had been taking notes on and said “Well, I have to tell you… you passed, congratulations”. Seriously, I was so stunned I didn’t even get excited. I looked at him as if he insane and said “Are you sure?” Apparently it was true. We shook hands and he hopped out of the car. I saw my driving instructor was making his way over to me. I opened the car door and fell flat on the ground – my legs had turned to jelly! I had to laugh then.

I mention this because it made me think about fear and why I had put off learning to drive so long. Well, I knew why. I had been in a few minor car crashes in my youth and also lost a favorite teacher at school because she was killed tragically in a car crash. And the subconscious conclusion I had come to then was that cars are like tanks and they kill people and animals. And this belief stayed with me my whole life!

Recently I started with a couple of new clients who remarked that they had put off calling me because they were too embarrassed or too frightened or waiting till they felt more positive about things. It’s very common for people to say to me “I know this is easy, I should be able to do it”.  Why do we fear asking for help with the basic things in life? Because they are basic and somehow we make the conclusion that if something is basic then it should be easy and not require any help.

I find that men feel less unease in asking for help with their home office or home than women do. As women feel we should have this “keeping house” down pat. But our offices, our jobs, our lives and our homes are more complex now than they were for our parents. Doesn’t mean that life wasn’t harder for our parents but the boundaries of the different roles they played in their lives were clearer. Sunny Bates explains it so well in this video post.

Sunny Bates on Linchpins, Passion and Fear from Seth Godin on Vimeo.

Putting off asking for help because of a belief system that says you should be able to do this on you own is limiting. It limits you from having the environment you need to thrive and relax in and it limits you in that it avoids growth and change occurring. Life always welcomes forward action.

A couple of my friends got the new Kindle as a gift this year. Wow, it really is a beautiful piece of  technology. My friend John loved his because he is a father and now he can put all his child’s books on the Kindle. Now, when they are travelling, he doesn’t have to carry a huge array of books for reading. But the other thing I learnt is that it is not just books but magazines that you can download onto the Kindle! That really excited me.

So many of my clients get professional and life-style magazines. They love them. The main problem with magazines is that they take up a lot of space and are really difficult to store effectively. The other problem with storing magazines is that most people keep them because they want the articles in them for future reference. Finding that article when it is 6 months or 1 year after you read it entails going through an awful lot of magazines and creating a huge mess as you do so. But not with Kindle:

Newspaper and Magazine Reading

Using Kindle’s 5-way controller, you can quickly flip between articles, making it faster and easier to browse and read the morning paper or your monthly magazine. Want to remember the newspaper or magazine article you just read? Clip and save entire articles for later reading with a single click. Newspapers are auto-delivered wirelessly to Kindle before they hit news stands.

Bookmarks and Annotations

By using the QWERTY keyboard, you can add annotations to text, just like you might write in the margins of a book. And because it is digital, you can edit, delete, and export your notes. You can highlight and clip key passages and bookmark pages for future use. You’ll never need to bookmark your last place in the book, because Kindle remembers for you and always opens to the last page you read.

I really think this is a fantastic solution for individuals who want to keep all their magazines and periodicals.

A great solution for keeping your magazines

Although what I mainly focus on with my clients is about how their home offices can work for them in a more efficient and productive way at the end of the day the space we create must look good, feel good and be the kind of environment that they want to sit down and work in. Particularly when you work from home. There are so many excuses to leave the “office” and pop a load of laundry in the washer… and “oh the mail has arrived, I must take a quick peak at my magazine that’s just arrived”.

My brother Eugene hosted Christmas this year for the family and extended family. All the children bounced, ran, rolled and laughed around the house in a constant hum. And it was really only the dogs who broke up conversations with their power struggles. The subject of home offices came up in conversation – mainly because yours truly was there and everyone wanted advice on their own home office. It got me to thinking about the design of the office as opposed to the functioning of it.

The home office goes in the space or room that is available. Sometimes, that is a corner of the kitchen, bedroom or living room, sometimes (if you are lucky) it’s got it’s own walls, and sometimes it’s split between different rooms.

I did some browsing on the web to see what’s out there on this subject. Most of the information I found assumed you had a room with walls and a door. Check out the following link from MakeUseOf.com:  http://www.makeuseof.com/tag/home-office-design-ideas-and-tips-that-every-web-worker-needs-to-know/  There are some useful tips and web resources in this article.

However, what if you don’t have one room for your office?  How do you even begin to design your home office when it has to be split up?  It comes down to defining the actions involved in your work and the environments best required for them to be accomplished and the time of day involved.

Computer and desk: Only put the computer and desk in the living room if you think you definitely will have consistant and scheduled time to be alone there. If you can’t control the environment then you won’t be able to control your work output. Think about when you work – daytime or evenings. Where you put your desk and computer is VERY important as this is usually the back bone of your work processing.

Paper/File Management: And if it is to be in your living room or bedroom then you will want your “office” to be invisable when it is no longer required as an office. I have found that having a drawer for “Action” (any bills you have pay or items you have to take action on) and a drawer for “Filing” (needs to be put in the filing cabinet) means that papers are kept from becoming piles or getting lost. Being in a drawer also means that they are hidden from sight and are quickly accessible.

Filing: Whatever your filing system – binder or filing cabinet – you will need to assign somewhere for it. The most important thing here is that you can get at it. If you are hiding your filing cabinet in the back of a storage locker then you will never do your filing. When papers get out of control your stress levels go way up. There are many attractive filing solutions out there that don’t look like ugly filing cabinets and can live in any room in any home without offending. A working filing system means that you can find any piece of paper in five seconds but if it takes 15 minutes to get to the cabinet you are kind of setting yourself up for failure. My filing cabinet is in my kitchen and no one would know.

Good luck and drop me a line if you have any specific questions on the design of your office.