Eliminate Residential Chaos
Eliminate Residential Chaos

 

 

 

Kitchen Design by Provanti Designs – Gail Monica Dent ⚬ John G Wilbanks Photography

 

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How to Create an Archival System so You Can Keep Your Every Day Files Under Control

TaxCaster by TurboTax – Free tax refund calculator

Books to Help You Get Organized in 2015

Tip of the Month

 
 
 
 

Julie Heijster
How to Create an Archival System so You Can Keep Your Every Day Files Under Control

How are Your Files Looking?

Now that we’ve hit February and taxes are on the mind, it’s time to take a hard look at your current filing system. How does it look? Is it out of control? If so, you may benefit from creating a file archival system.

File Archival Systems allow you to keep important documents that you must retain but don’t need regular access to. This allows you to keep your regular filing system more streamlined and easier to maintain, with fewer files in the mix.

How do you know if an archival system would help you? Ask yourself a few questions:

  1. Do you have a hard time finding the documents you need or finding room to file new ones?
  2. Did a major life event such as a divorce or death in the family result in a lot of extra paperwork that you need to keep?
  3. Do you want to keep all of your tax documents together, but don’t have or want to use space in your filing cabinet?

If you answered yes to any or all of these questions, read on! 

Tips to Get Started

bin.jpgWhen pulling and organizing documents for an archival system, separate those that must be kept forever, and those that have a date in which they can be destroyed. An example of a file that could be destroyed would be your tax returns. IRS publication 552 is a great resource for determining how long you must retain certain personal records.

Choose your container wisely. If you must store your files in a garage, attic or basement make sure to store in plastic, not cardboard. Extreme temperatures and unexpected pests can wreak havoc on cardboard. Plastic banker’s boxes are low cost and easy to find at any office supply store. If you have the luxury of storing the files in a more protected area, use sturdy cardboard boxes with lids and handles.

Be specific and consistent when labeling. If and when you need to retrieve your archived files, you will be happy you didn’t have to dig through every file folder or box to find what you need. For documents that can be destroyed, include the destruction date on the label.To optimize your everyday file and archival storage space, purge documents that are no longer needed. Adapted from Eliminate Chaos: The 10 – Step Process to Organize Your Home & Life by Laura Leist, below are examples of documents you can eliminate immediately from your filing system:

  1. Receipts for groceries, clothing you aren’t returning, and meals (Note, this is assuming you don’t need them for business reasons)
  2. Invitations to events you won’t attend
  3. ATM and Bank deposit receipts (after they have been recorded)
  4. Expired Coupons
  5. Outdated schedules
  6. Old catalogs
  7. Recipes you haven’t tried in a year

If the thought of archiving your files or setting up a new filing system is overwhelming or you don’t know where to start, Eliminate Chaos can help you in person or virtually to help you create a system that suits your needs.

Happy Organizing! 

 

 

TaxCaster by TurboTax – Free tax refund calculator

taxcaster.jpghttps://turbotax.intuit.com/tax-tools/calculators/taxcaster/
Use TaxCaster online or on your Apple or Android mobile device. The TaxCaster App gives you a quick read on your taxes before you prepare your tax return, allowing you to adjust your paycheck withholdings so you take home more money, or plan ahead so you pay less tax.
It's easy. Just enter some basic info and watch your refund add up. TaxCaster uses the same tax calculator found in TurboTax.

 

Books to Help You Get Organized in 2015

outlook2010.jpgIf you are looking for a little help to get organized at home or be more productive at work, you might want to pick up a copy of one of the following:
Eliminate Chaos: The 10-Step Process to Organize Your Home & Life
Eliminate the Chaos at Work: 25 Techniques to Increase Productivity
Increase Your Productivity Using Microsoft Outlook (2010 Edition)
A workbook with 146 pages of step-by-step instructions and pictures for you to begin implementing the techniques Laura teaches her clients.
$35 (includes shipping) – only available by calling our office

 
 
 

 Tip of the Month:

I Think Outside (or sometimes Inside) the Box

 Jewelry Box

Last week, we designed and installed a closet for a client using a DIY closet solution from one of our local Organizing Product Stores in the Greater Seattle area.
Our client is a very visual personal and has lots of fun jewelry. Traditional jewelry storage wasn't an option for storage and viewing for her.
When you know what you need to organize and the amount of space you have, it makes it easier to come up with a solution for how the items can be organized.
While the bamboo drawer organizers are not something you'd find in a "jewelry" section of an Organizing Product Store, they were the perfect solution.
These items are typically found in the kitchen or office area of a store full of organizing product. The smaller "drawer organizer" stacks and glides easily across the top of the larger bottom tray.

The take away: The more work you've done up front to identify your space and needs, inventory and group similar items together, the easier it is to find a solution; even when it's not one that may readily come to mind!

How can you think "outside and inside" the box on your next organizing project?

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Happy Organizing,

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  • Business Services
    • Paper Flow and Information Management
    • Workspace Organization and Space Planning
    • Productivity Assessments
    • Microsoft Business Contact Manager
    • Microsoft Exchange Migrations
  • Visit our business services site
EC Ad
  • "I worked with Erin, one of the specialists who works with the Chronically Disorganized (hoarders). In a word, she was fantastic. In four 4-hour sessions, she helped me go through and box up (keep, donate, trash) almost everything that was stacked up in my kitchen, dining room, office, and bonus room. Erin arrived promptly. We went over what I wanted to accomplish that day, then we got to work. She was focused, calm, non-judgmental, and tireless. She faced very dirty circumstances and didn't bat an eyelash. She never once caused me a moment of anxiety; the relief that I felt when we were done was amazing. And Laura Leist, who is the owner of Eliminate Chaos, was lovely. She returned my calls promptly, was kind and understanding, and offered me some options. I would hire this company again in a heartbeat. But right now I'm too busy enjoying all the free space in my house!"  

    -Kimberly O'Neal

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new client special smA great way to try us out and get some organizing done at the same time! For a limited time, we are offering an amazing NEW client organizing special. If you are not an existing client this is a great way for us show you how we can eliminate your chaos.

Call 425-670-2551 and ask us for details.

 
  • Business Services
    • Paper Flow and Information Management
    • Workspace Organization and Space Planning
    • Productivity Assessments
    • Microsoft Business Contact Manager
    • Microsoft Exchange Migrations
  • Visit our business services site