Archive for the ‘Office’ Category

So many people approach us in every manner you can imagine. Email, Phone, FB, LinkedIn or walking up to us in a parking lot after we get out of our company vehicle. And the question they ask?

“What do you do?”

Our Answer…We Empower you. It’s not just about organizing. We take that overwhelming feeling and self doubt and, right beside you,we battle against it.

Do you walk into your home and ever feel like turning around and walking out again because there is so much “stuff” in your space?

We take the time to understand why you’re feeling this way and use our 15 years experience to bring your space back to you.

Is there a place in your home that is not being used the way you want it? A spare room that’s the “dumping ground” for everyone in the family?

To be honest…we make things right in your world. That’s what we do. We streamline, organize and bring back that smile.

Is the tsunami of paper coming into your home about to cause a major disaster?

Setting up systems in every part of your space so that you can maintain an organized and stress-free home. That’s what we do.

Can you do this yourself? Yes, quite possibly you can. Can you stay on task, not get distracted by everyday life and get the space “cleared” in a matter of hours instead of weeks? Maybe not.

Can we? Yes! Because we love our jobs and we’re good at what we do.We Empower You

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INCOME TAX TIME

NEED A BOOKKEEPER/ACCOUNTANT  http://www.jswerrybooks.com/

CALL JENNIFER WERRY – BOOKKEEPER AND LEGAL ASSISTANT

2011 Tax Information Checklist

Please check all that apply and keep receipts and information with checklist.

  • Personal information about yourself, your spouse and dependents
    • Name
    • Address
    • Birth dates
    • Social insurance #
    • Email address
  • T-slips
    • T4 – wages
    • T5 – Interest & Dividends
    • T5013 – Statement of partnership income
    • T600 – Canada Savings Bonds, etc…
    • T3 – Trust & mutual fund income
    • T4OAS – Old age security
    • T4E – Employment insurance
    • T4RIF, T4A, T4RSP – Pension and annuity income
    • T2202A – Tuition receipts (if transferring, signature and name of designation required)
  • Union/ Association Dues
  • Notice of Assessment for 2010
  • Details of foreign property owned (shares of foreign companies, rental properties, etc…)
  • Investments on which interest has been earned, but not received
  • Capital dispositions (sale/redemption of mutual funds, sale of shares, real estate)
  • Details of rental income earned and expenses
  • Details of business income earned and expenses
    • Bookkeeping services available
  • Child care expenses
    • Name, address and social insurance number of daycare provider required
  • Children’s fitness receipts and sports club registrations
  • Alimony/ child support paid/received during the year
    • Name, address and social insurance number of person receiving payments required, and a copy of the separation/ support agreement if not previously submitted
  • 2010 income tax instalment receipt – including your December 15th payment
  • Property tax OR rent paid on your residence (receipts are imperative for claim)
  • Interest on student loan payments
  • Health and dental plan costs (self-employed)
  • Ontario Senior Homeowners’ Property Tax Grant Notice

OTHER Information Slips

  • RRSP Contributions
  • UCCB (Universal Child Care Benefit – RC62)
  • Charitable Donations (Registered Charities)
  • Medical Expenses (certification required for prescriptions, travel over 40 kms, meals, etc…)

Business Use of Home Office

Compile these expenses for a yearly total to be prorated for the use of space in your house to earn business revenue

  • Heat
  • Hydro
  • Mortgage interest
  • Property tax
  • House insurance
  • Telephone and internet
  • Repairs and maintenance

Business Use of Vehicle

Compile these expenses for a yearly total to be prorated for the use of your vehicle to earn business revenue

  • Car insurance
  • Parking
  • Gas and oil
  • Car/ lease payments with amount of interest if included
  • Repairs and maintenance
  • KM’S driven for the year total and KM’s driven for the year for business

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“Pauline gave us a home office filing system to find anything very quickly.  It is a simple system to use and easy to maintain.  We don’t search for papers anymore!   It has saved us time and much aggravation.”

Thanks for your help, Pauline!   –  Rob and Kim

Do you feel like you are constantly searching through piles to find what you need?

Do you come in at the start of the day and wonder where to start?

If you are taking hours to go through paper and emails and never really accomplishing anything, NOW is the time to start organizing so your business can move forward.

  1. Take all your piles of papers and put in a box.  Go to a sorting table.  Next every paper is one of these – TO BE READ – TO ACTION – TO FILE – make 3 piles and have one box for recycle and one for shred.  If you have a shredder, shred as you go.  Keep in your head as you go through Read, Action, File, Toss – RAFT.  You can use the same system for Email.
  2. Once this is done you need to make a home for the READ and ACTION – this you can use a 3 tray system or a desk top system.
  3. Everything that needs to be filed you need to categorize and make file folders, hanging files and  put in filing cabinet.
  4. From here purge and organize your drawers, shelving units and anything else that needs to be done.
  5. Make sure everything has a home, pen holder, clip holders, containers to hold ink cartridges ( new and old to recycle), CD’s, books, extra office supplies, paper etc.
  6. At the end of the day, put everything away, action for the next day goes in the ACTION tray – end your day with a clear desk so when you come in the next day you are starting with a new slate.
  7. DON’T SET IT DOWN,  PUT IT AWAY!     

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This is an article featuring myself. How well are your computer files organized? Are you able to find the documents you need when you need them?

Is technology creating an organizational nightmare for you? E-mail in boxes, files saved to the desktop and confusing folder systems equate to wasted time. The busier you are and the more elements you have to your work flow, the more important it is to have a computer organizational system that works for you… read more

Article by: Allison Graham is a business networking expert, conference speaker and the author of Business Cards to Business Relationships: How to Build the Ultimate Network. To submit a question, comment on this article or contact Allison, visit her blog at blogs.canoe.ca/gettingconnected or her website, www.elevatebiz.ca

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