06.22.10
Posted in About Me, Filing and Neat Receipts, Uncategorized at 12:24 am by Administrator
June 21st, Went to my client office who is a Dr. , and she signed up on www.4sbc.com where she is a critic from business cards. I added them into Neat Desk and scanned them into the software. www.neatreceipts.com If you are interested, please let me know and I will help you out.
Came home and did the laundry, watered all the flowers and plants, and straightened up the house. I am going to have 4 ladies spend the night at my home for a week who are attending www.ihop.com which is International House of Prayer. They are having a retreat and workshops to grow in the Lord. This way if they are out of their own home they can feel like they are at a hotel and can concentrate on IHOP instead of problems and chores at home.
They will be arriving around 9:30 tonight and will leave at 8:30 am every day. Quite a schedule they have!
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03.25.10
Posted in Filing and Neat Receipts at 12:06 am by Administrator
March 24th, I teach a class on file organization and organizing at Imago Dei Crisis Pregnancy Center once a month. NAPO provides the file folders and I teach them the categories and what type of documents they go in. When finished they can take them home and start organizing. They are very grateful because they have not learned it in school.
Spent the afternoon at a doctor’s office whom the doctor is my client. She has so many projects going on that she signed up with a on-line project management software package to control all of her time-lines, to do list, etc.
Spent the evening catching up on email, making 5 assessment packages for the upcoming new clients and spending the rest of the evening with my 3 year old grandaughter. Good night!
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03.11.10
Posted in Filing and Neat Receipts at 12:36 am by Administrator
March 9th worked at a clients home and all receipts from Jan – June were not scanned into Neatreceipts. I thought they were all done but did not start the process until after then. Came up with the idea to add each file folder such as meals, gasoline, auto, etc., that were not in Neatreceipts, to total them and create 1 entry with the full amount. At least the amount is recorded and then can be exported to Quickbooks for a financial profit and loss report.
This will be accurate but not detailed, but the IRS will get their income tax completed on time.
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02.25.10
Posted in Filing and Neat Receipts, Uncategorized at 2:23 am by Administrator
February 24th, have you ever thrown your bills in a book, magazine, under piles of clutter or don’t even know where you put them? This sweet client today hired me to set up a filing system, purge old files and get her bills in order. As we entered the office her electric was shut off. We thought she blew a fuse but saw the energy car in front of the house. It was so funny because she yelled out the door and asked when her electric would be turned back on and he said it was shut off due to not paying her bill.
She went to the dollar store and bought about 10 candles to light the house because the electric would not be turned on until the next day. She was able to pay her bill over the phone.
We immediately opened all the mail and found the shutoff notice along with other bills that were past due. My recommendation for this in the future if you are experiencing the same problem is, use a basket 8″xll” and about 3″ high or more. When the mail comes in and you don’t have time to look at them, put in the basket. After several days or no longer than a week, grab the basket and start to open up the mail and put the “Unpaid Bills” in a red folder labeled as so. Rest of the mail in “Things to do” folder and if the rest is junk mail, throw away.
If you have time to glance through the mail when it comes in, throw away the junk mail immediately and don’t put the unpaid bills in the red folder before you open them first.
My 31/2 year old granddaughter spent the night last night due to her mother having a rough day. This morning I taught a class on file organization at Imago Dei Crisis Pregnancy Center. After finishing with my above client, picked up 2 pizza’s and watched a little of the olympics.
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02.19.10
Posted in Filing and Neat Receipts, professional organizer, organizing at 1:53 am by Administrator
February 18th attended NAPO Michigan chapter meeting in Novi and I am head of the hospitality committee. Set up materials, food and met new visitors coming in. The meeting was on hoarding with Debbie Stanley, an icon in the industry, who just received her masters in counseling hoarders and chronically disorganized clients.
Had lunch at Pei Wei with 3 other organizers and chatted about our upcoming conference in Columbus, Ohio that we are attending.
First session with a new client to set up a filing system for her paperwork. Started sorting by categories and threw away or purged old dates. She did not have very much paper work compared to other clients, but it did take 3 hours to sort.
Next session will be setting up a filing system (SMEAD Viewables tabs) which are 3D and color coded. Came home took a nap, ate and started on my laptop, viewing email and calling clients.
Good night and sweet dreams!
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01.10.10
Posted in Filing and Neat Receipts at 11:02 pm by Administrator
Today I am putting my clients receipts in Neat Receipts which is a tool used to scan receipts, business cards and documents in a software package and it can integrate to QuickBooks. www.neatreceipts.com I have at least 1- 1/2 hours of work on a Sunday, but it will save my client time when I go to her home to organize other things.
Tomorrow I will be going to Somerset mall to find a dress to wear for my step daughters wedding. It will be fun and hopefully I will find one on sale. What I love about my job is I can work my life around my job.
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