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We’ve all heard the term “work/life balance” when it pertains to separating our personal lives from our professional ones. However, in some cases, the two worlds can’t help but collide. Specifically, this collision occurs in the area of personal and professional organization.
Last week we discussed “Creating A Conquerable To-Do List”. Today we’ll talk about 3 ways to best maintain these habits in the two main areas of life, work and leisure.
1) The earlier, the better: One thing we can make a habit inadvertently is slight, yet consistent tardiness. A common text message that occurs right before meetings, business lunches or even family dinners usually goes something like this: “I’m really sorry, but I’m running about five minutes late.” Five minutes may not seem like much of a difference, but you lose that time to ease into the interaction and can sometimes make you feel on edge, especially if you’re presenting to an important client. Arriving ten or even fifteen minutes prior to an engagement gives you plenty of time to breathe and prepare for whatever's next on your agenda.
2) Limit the small decisions: Some of the most successful people today don’t worry about the minute details like what they will wear to the office or what they will eat for lunch. Some CEOs like Steve Jobs and Mark Zuckerberg wear the same outfit every day just because they know they need as much time as possible to make the decisions that will best impact their companies and customers. You can take this approach as well. You don’t need to worry about wearing the same shirt day in and day out, but you can take some time on Sunday afternoon to plan out that week’s wardrobe and lunches/dinners. And like we’ve discussed before, try and make the day’s to-do list before you leave your home for the day.
3) Know where to find important messages for your tasks: When you open up your email at the beginning of the workday, you’ll find new items, old tasks that you still need to complete and even some irrelevant messages that you keep meaning to delete. If you work with multiple clients, teams or tasks, be sure to create folders in your inbox for the different categories and make a conscious decision to put every message in its appropriate spot while deleting the messages that are no longer needed. You can also do this with your personal email address when it comes to messages from family members, promotional offers and electronic bills.
For more information on creating a personal or professional organizational strategy, contact email@example.com!
If you are a small business owner, there are certain receipts and documents that you should hold on to. If you have employees you are required to keep all your employment tax records for at least four (4) years after the tax itself becomes due or is paid, whichever comes later.
Listed are some types of important documents that business owners should hold on to for at least four (4) years:
All Gross receipts from Operation:
Cash register tapes, credit card charge slips, bank deposit slips, receipt books, invoices, and 1099 forms
All Proof of Purchases:
Purchase receipts, canceled checks, credit card sales slips and invoices
Account statements, credit card sales slips, invoices and petty cash slips for small cash payments
Verification of Assets:
Purchase and sales invoices, real estate closing statements and canceled checks
If you are a Small Business Owner or operating under a 1099 classification, other documents you will want to keep on file for three (3) years are:
Credit card and other receipts
Any Proofs of Purchase
Any other records to support your deductions or credits you are claiming on your return