Click the thumbnail image below to read this special letter of recommendation we received. It made us smile.
Click the thumbnail image below to read this special letter of recommendation we received. It made us smile.
Are you planning to move yourself or someone else this year? Moving is one of life’s most stressful and time-consuming events but it need not cost more than it should. Here are 10 tips to help you prepare for your move that will also help you save on your moving costs.
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Are you planning to hire someone to help you with a home organizing project?
Do you know how to find the right service or individual for your needs?
Since this person will most likely be working with you in your home, do you know how to find someone who is both qualified and experienced as well as someone you can trust?
The blunt truth is that anyone can call themselves a “professional organizer.” There are no laws governing the use of the title. However, there are a few ways you can increase the chances of finding a trustworthy, qualified and experienced organizer who is also a good “fit” for you and your goals.
Even though I own a a residential organizing and move management business, we don’t work with everyone and not everyone is a great match for us. Usually when someone calls us to ask about our services, it’s to ask what we charge or whether or not we do a particular kind of organizing. Both good questions. However, there are several more questions you should be prepared to ask when considering the services of a home organizer.
Whether you’ve finally decided to tackle getting your garage, kitchen or office organized, or you need help getting, packed or unpacked before or after a move (or remodel), or you simply are overwhelmed by the piles of paper and other clutter in your home, finding the right company or individual for the job will mean the difference between feeling frustrated and disappointed or knowing when it’s all done that it was money well spent.
I recommend scheduling 20-30 minutes to chat with 2-3 organizers you are considering. Most should offer this type of consultation by phone, at no charge. Here are some suggested questions to ask when you have decided to hire an organizing or productivity professional.
Finally, if you are looking to hire an organizing professional the best place to start is by asking people you know who they recommend. You need not say why, you can just simply say, “I have some organizing projects I need done around the house. Can you recommend someone?”
If you can’t find a personal recommendation, check out these three websites that can help you find a qualified professional in your area:
National Association of Professional Organizers
Have you ever tried to put a jigsaw puzzle together?
I’m not talking about one of those 12-piece children’s puzzles but one with 1,000, 2,000 or 5,000 pieces.
Imagine now how much more challenging that puzzle would be to assemble if you’d lost the box it came in and you didn’t know what the final image was supposed to look like.
Now try assembling that puzzle knowing that several puzzle pieces of different puzzles got mixed in together.
Lastly, consider that puzzle, once assembled, is actually supposed to do something for you. Not just sit pretty on a table.
Get the picture?
Can you see why you may be feeling puzzled by organizing?
Organizing a room, any room, whether it be a basement, a bathroom a bedroom or a broom closet is like assembling that mega-piece puzzle.
So stop beating yourself up because you haven’t been able to get organized. There’s a reason. It’s not easy and it takes time!
Here are the steps you’ll have to go through to get the puzzle assembled.
Envision the result. Get a picture in your mind of what you’d like the final puzzle image to look like. This is as much about functionality as it is about aesthetic.
What do you want to be able to do in this space that you can’t do now?
What would you enjoy about this space if it were organized and uncluttered in the way you envision?
What’s essential? And by essential, I mean what has to stay in the room for you to do what you want to do there?
Don’t consider the non-essential items just yet. That comes later.
Sort the puzzle pieces. In the context of a room, that means figuring out what you have. In a cluttered room, items appear to blend together. That’s because our brains are working harder to distinguish one item from the next. That’s also why it can feel so overwhelming to get organized.
When you are dealing with hundreds if not thousands of pieces, this can take time but it’s the easiest part of the process because all you’re doing is sorting. Sort by type not by how you use it. For example, if you have 5 pairs of scissors group them together vs. “the scissors I use for wrapping gifts” or “the scissors I use for crafts.” This only makes the process more complicated.
Resist the urge to purge. You don’t need to make any decisions yet. And you shouldn’t because it will only slow you down.
Identify which pieces belong to the puzzle. Now that you are surrounded by like piles of puzzle pieces you’ll be able to see and more importantly decide which of the pieces don’t belong.
The key here is to only keep items that you use, enjoy or support the function of that space. Don’t be tempted to keep things because you “might” make use of them some day.
As you purge or decide to part with items, get them into a box if they belong elsewhere but don’t move them yet. Wait till after you’ve sorted your space. If you think your friend Jane could use it, put a label on it that says “call Jane” and set it aside. Don’t call her now. Try not to make this a barrier to your process. Get everything you’ve decided to donate or dispose of out of the room as quickly as possible. This will help you move on to the next step.
What’s left should only be the things that fit with your “image” of what you want your room to be and do for you.
Do you want a den where you can read your favorite books and watch your favorite movies?
Do you want a basement where you can do your laundry, make simple household repairs and store and find your seasonal items quickly when you need them?
Do you want a home office where you can do your work without visual distractions and feel productive at the same time?
Remove the extraneous pieces. If there are pieces – that is objects – that don’t fit with your picture, then strongly consider letting them go. What’s the point of keeping a puzzle with pieces from another puzzle? That’s like trying to connect puzzle pieces that don’t even belong together.
Once you have all the right pieces, now it’s time to assemble them.
Determine the location for each piece and the best way to hold the pieces in place. Just as you would with a regular jigsaw puzzle the pieces need to fit the space as well as each other. The “best fit” is determined both by what function it serves in the larger puzzle, and whether it “fits” you and your habits.
I had a client who was on the petite side. She had this fancy hanging pot rack she got as a gift. Every time she cooked, which was often, she would have to climb up on to a step-stool to reach the pot she needed. The rack may be a nice way to organize pots for some situations but not if you can’t reach them or worse, risk falling every time you go to make dinner.
Contain and maintain the puzzle. Once the entire puzzle is assembled, it actually becomes whole. It’s as if all the edges, tabs and grooves of the puzzle pieces have melded together to form one three-dimensional space.
Over time you can accommodate new pieces – provided they replace older one’s that have lost value and meaning. Otherwise your puzzle starts to break down and you’ll quickly find yourself back where you started.
No longer a pile of pieces, your completed space now reveals the image of what you had intended; Your efficient kitchen, productive home office, peaceful bedroom, organized closet. You have transformed the puzzle into a place to live, work, relax and enjoy. You have solved your puzzle.
Kitchen · Expired food · Unused appliances · Broken Dishes · Unused cookbooks |
Office · Household bills, paid and more than a year old · Office supplies that have never been used · Empty or old reference binders · Mystery cables |
Garage/Basement · Unused or broken sports equipment · Broken or rusty tools · Old, nearly empty paint cans · Collectibles that you wouldn’t display · |
Living Room · Broken furniture that’s never been fixed · Unused or broken picture frames · Faded art work · Collectibles that don’t bring fond memories |
Dining Room · Stained linens (tablecloths and napkins) · Souvenir wine glasses · Old, half-burned candles · Vases that came with a flower delivery |
Den/Playroom · Toys if your children have outgrown them · VHS and cassette tapes · Broken game equipment · Exercise equipment that’s no longer used |
Library · Old magazines that hold no value for you · Moldy books · Musical instruments you no longer play or use · Paperback books you’ll never read again
|
Bathroom · Expired medications · Travel supplies you’d never travel with · Musty or torn towels · Nearly empty containers |
Closet · Broken luggage · Boots and shoes that have lost their match · Old or outdated coats · Holiday décor that’s never been used |
By “toss” I mean, dispose of responsibly.
When was the last time you purged your household files?
If your drawers are bulging at the seams, here are 10 types of documents you can purge from your file cabinets today and never look back.
TIP: Items marked as shred typically contain unique personal identifying information such as account numbers, medical record numbers or social security numbers. If you have more than a ream’s worth of documents, box them up and take them to a local shredding service. You can find one in your area by going to Iron Mountain‘s website or do a Google search for “paper shredding companies.”
You organized your toys into neat piles when you were just 5.
You love to move and change furniture around and re-design your living room often.
You’ve helped your friends and relatives get organized for as long as you can remember.
Sound anything like you? Great, but do any of them mean you would make a good professional organizer? Not necessarily. Being a professional organizer takes a lot more than just being organized. Take this quiz and see if you have what it really means to be paid for your skill as an organizer.
Answer YES or NO to each of the following 25 questions.
If you answered yes to a majority of these questions, congratulations! You may have what it takes to be a professional organizer. Want to know more? Consider joining NAPO (National Association of Professional Organizers), share your comments or contact us at LET’S MAKE ROOM.
I came across these 10 Simple Steps to Staying Organized in Getting Organized Magazine.
Try to commit one or two to memory and start implementing them in your own life.
You can receive a digital version of Getting Organized Magazine, including these great tips by going to this link or copy and paste this URL into your browser:
http://www.gettingorganizedmagazine.com/2012/07/13/2012-summer/
What would it mean to you to have April 15th come and go next year as just an ordinary day? No stress, no tears, no panic. This month I have invited a special guest to share her best year-end tax tips.
Jodie Israel, MBA of JMI Accounting is both an experienced accounting professional and financial adviser to Fortune 1000 businesses and emerging businesses. I consider myself extremely lucky that I am one of Jodie’s clients. Taking a little time now to plan and get organized will save you hours of hair-pulling, stress later. Read on to discover Jodie’s year end tax tips.
It’s almost the end of the year and time again to get your accounting records in order for your CPA and your tax return. Even if you’ve stayed on top of everything during the year, there still are some tasks to do to ensure you have things ready to close your books. Every business is different so the tasks below should be used as guidelines. Please consult a professional should you have questions or need more direction.
Tasks to Prepare for Year End Close
Get Organized: Find all receipts for any deductions you want to claim. Look everywhere – desk, car, wallet, briefcase, etc. Remember that having no receipt equals taking no deduction. Be sure to review personal bank and credit card statements to identify any business-related expenses. Also review business bank and credit card statements to identify any personal expenses. Pass this information along to your tax preparer.
Cash Receipts: Make sure all business expense cash receipts are entered into your accounting software.
Reconcile Bank and Credit Card Accounts: Be sure each month’s statement is reconciled to confirm all transactions have been posted to your accounting software. This ensures your general ledger bank balance (the bank balance in your accounting software) matches your bank statement. Fix any mistakes you find.
Petty Cash: Reconcile your actual petty cash balance to the balance in your accounting software and adjust as necessary.
Invoices: Make sure you have invoiced your customers for all goods and services provided during the year. Anything that slips through the cracks is lost revenue.
Accounts Receivable: Review the outstanding balance and make sure all payments are received within the invoice terms. Compare the Accounts Receivable balance appearing on the Balance Sheet to the actual outstanding A/R. If there is a balance outstanding on the Accounts Receivable report but the customer has paid, the payment was probably recorded incorrectly in your accounting software and needs to be corrected.
Accounts Payable: Review the outstanding balance with your tax preparer to identify any bills that can be “pre-paid” and expensed in the current year.
Notes Payable: Verify that the notes payable (loans) amounts on your Balance Sheet match the Note statements. Confirm all notes are posted as liabilities and make adjustments as necessary for any notes paid in full or forgiven during the year.
Fixed Assets: These are the larger purchases you made during the year, i.e., equipment, automobiles furniture, computers, etc. Take an inventory of what you have and record the sale or disposal of any fixed assets you no longer own. Confirm with your tax preparer any depreciation that needs to be posted.
Expense Categories: Review all expense lines on your Profit and Loss Statement for illogical amounts. For example, confirm that all office supplies are listed in the Office Supplies expense line and not incorrectly posted to the Auto Expense line. Your tax preparer will categorize your tax deductible expenses and will need to know that the amounts for each type of expense are correct. Confirm with your tax preparer if you can deduct all or a portion of the cost of your cell phone, internet, etc. Also, if you are using a budget, you will want to compare your budgeted expenses to actual expenses.
Inventory: Verify that your inventory balance is correctly reported on your Balance Sheet. The easiest way to do this is to take a physical count and compare it to your reported value. Confirm that the inventory is valued correctly and revalue as needed. Your tax preparer will need the following: January 1 inventory balance, the cost of inventory purchased throughout the year, the amount of inventory that was sold during the year, December 31 inventory balance.
Retirement: Confirm with your tax preparer the amount of 401(k), SEP IRA or Simple IRA contributions you can take.
Payroll: If you have employees, confirm that all payroll reports either from a third party or for payroll generated in-house are correctly posted to the payroll and tax expense lines. Confirm all tax has been paid. Ask employees to review their most recent pay stub to confirm the accuracy of the name, address, etc. Generate, print and mail W2, W3, and all state and federal tax forms.
Outside Contractors: If you have used outside contractors, confirm their 1099 status, name, address and tax ID number. Collect W9 forms. Generate, print and mail 1099 and 1096 forms.
Year-End Accrual: Post any year-end accruals.
Depreciation: Post annual depreciation expense.
Financial Statements: Print all financial statements.
Back Up Accounting System: Be sure to make a backup of your accounting software and store it offsite.
Tasks to Prepare for Next Year
Cash Flow Forecast: Prepare a cash flow forecast for next year. This will help you identify recurring and non-recurring income and expense.
Prepare a Budget: Prepare a budget for next year. Budgets can be a very helpful tool to make sure your business is on track.
Meet with Tax Preparer: Meet with your tax preparer to identify any bookkeeping procedure modifications.
About JMI Accounting
Jodie Israel has experience in both the accounting and financial arenas, working with businesses of all sizes, from Fortune 1000 corporations to emerging companies. She has an MBA degree and, as a QuickBooks Certified ProAdvisor, she has experience with all levels of accounting and bookkeeping.
I just hung up the phone with a client who I helped move to Seattle from Oakland. She called me to tell me she was walking around IKEA shopping and was going to be going to a party later that night for which she had prepared a dish to bring with her. None of this sounds particularly life-changing, but in fact it was.
Two months ago I met my client for the first time. Carol (not her real name) is a 70-year old woman, divorced with no children, who had been living in her home on a quiet residential street in Oakland for almost thirty years. A year before our first meeting, Carol had decided it was time to retire and start fresh. Unfortunately, when we met she was no closer to her dream than she had been a year earlier.
She told me she wanted to travel and and socialize more. She also knew she had to “simplify her life” because she had already signed a lease on a new apartment in Seattle that was half the size of her existing home.
Carol was an accomplished artist, graphic designer and marketing specialist. She also loved to travel and over the years had collected various souvenirs, books, nick-nacks and other memorabilia. Her home was musty, and the smell reminded me of my grandmother’s house. She still had not gone through the items retrieved from her mother, who had died some years earlier. The house had more furniture than would ever fit into her new home. She had some hard choices to make.
Carol grew up in the mid-west and moved to California to pursue her design career. She later went on to work for a large bank and then, like many others, watched a lifetime worth of savings practically vanish overnight, the result of people she put her trust in that turned out to be anything but trustworthy.
Raised by a take-charge woman, a pioneer of the women’s movement, who returned to school in her 60s to earn her bachelor’s degree, Carol had clearly inherited her mother’s tenacity. She found a new job that while, less than satisfying, enabled her to save and retire with enough income to never have to think twice about her decision to “start fresh” at 70.
The first time I met Carol (she got my name from her Real Estate agent), she was clearly exited about her new home, an active retirement community she had discovered while visiting her sister who lived near by. Carol had already started furnishing it and would periodically go there to stay. Meanwhile, back in her home in Oakland, she was struggling to motivate herself to empty her old house. She had yet to hire a mover (something I ultimately helped her with) and was baffled about how she was going to get her old car out of the garage so that the remaining items in her home could be stored there until they could be liquidated, donated or removed. (I eventually got it hauled away and donated.)
Time and money were ticking away as loudly as the clock above her kitchen door. The resulting stress was causing Carol to feel virtually paralyzed by the long list of “to-dos” I knew we needed to get done if she was ever going to get to Seattle.
We talked a lot but while we talked we worked. Room by room, shelf by shelf, drawer by drawer, Carol and I took what I heard another organizer once refer to as “a reverse shopping trip.” A deliberate and at times painful process (more for my clients, less so for me) of deciding what to keep and what to leave behind.
Along the way Carol bravely confronted a lifetime of memories, regrets, harsh self-critical voices, not to mention some interesting and albeit, curious collections of bags, bottles, baubles and boxes.
Our journey together was part support group, part-family therapy, part art history lesson and occasionally part-game show, especially when she cheerfully would take on my playful challenge to edit a collection of travel bags while I timed her. (In truth, I never really paid close attention to the time – it was just the idea of making it fun that mattered.)
One day I had an assistant of mine come to help us move some of the heavier items out of the garage. In the process we came across literally hundreds of Carol’s drawings, paintings, designs and sketches from her days as an art student and professional designer. They brought memories of her childhood home in the mid-west, stories about her art school teachers, and doubts about whether she really had talent or not. She did and I suspect still does. As I often told her, “once an artist, always an artist.”
Our work together moved between the sublime to the surprising when together we found items she had thought had long been lost to the practical, problem solving challenges that frequently come when you are trying to empty out a home (and garage) filled with a lifetime of memories.
One day, while sorting her closet, I pulled out a beautiful, eggplant colored coat with a red satin lining. She told me about the designer and how she used to love to wear it out but added with some regret, it no longer fits me. When I asked her what she wanted to do with it, she said, “I want you to have it.” When I told her how much I appreciated the gesture, but that I couldn’t accept it, she told me, “You’ve been almost like a daughter to me. I never had a daughter of my own but if I had, I would have given her this coat.” I thought, this was the real gift.
Just like Carol’s beautiful coat, for a time our lives can fit us until eventually we outgrow them – they no longer fit the lives we have or want now. Carol didn’t want that coat and she was ready to let go of it. When she opened the closet to find it again, it was like she had opened the door to a new life.
She moved through that door, not without difficulty and not without fear. Helping her move through that doorway and watching her come out the other side, into her new life, is what makes me do the the work I do. And I love it.