The Right Tools

When you are trying to get organized, the first thing is to find what works best for you. Find what fits your needs, not your Bookkeepers needs. The second thing is to make it a habit.

It could be tools like an app (see our blog from yesterday The Perfect App) from your app store on your smart phone or tablet. You can also purchase file organizers, large for invoices, bills or receipts, or small file organizers for just receipts from your local office supply store. You can also purchase millage log books.  

 

Once you pick up the tools try it out for a while and see if it fits your needs.  If it doesn't seem to fit your needs give me a call (619) 726-1158. We can meet you at your local office supply store (we love office supply shopping) and help you out. The goal is to streamline and make things easier for you. 

Using Excel Spreadsheets and Word programs are another way to get organized and we will talk about that in the next blog.....stay tune.

With only 9 weeks left in 2013, start looking now so when 2014 comes you will have the system that works for you.

Having the right tools for the right job is another piece to the puzzle.  We are here to help guide you int he right direction for you and your business.

Give us a call 619-726-1158 to set up an appointment for a free consultation.

Check out our other blog articles, and we would love for you to connect with us on our other social media sites to your right.  Be social friendly and share with your friends.  

Thanks for checking us out

Gabe The Taxguy

The Perfect App

As I start my 10th tax season, the #1 Most Common Problem I have seen over the years.....

Not Being Organized. 

I have been given shoe boxes filled with receipts and invoices, paper bags filled with receipts and invoices and many other creative ways during a Bookkeeping or Tax appointment.  

www.expensify.com

With the Smart phones, there are apps that can help you get organized.  My favorite app that I use is called “Expensify” . It allows you to scan your receipts, keep track of your mileage and keep track of your time you spend on a project.  It will also allow you to run reports and share them with your Bookkeeper and Tax Preparer.

That’s what I call a Win-Win situation.

Go on to the app store on your phone or tablet and try out "Expensify", which is a "free" app and  give it a couple of weeks and see if it works for you.  Or check out the many other apps that could fit your needs and help you get organized. 

With only 9 weeks till 2014, it is a good idea to find out what works best for you now, so when January 1, 2014 comes along you are ready to start the new year organized.

It can be a puzzle to find that method that is tailored to your needs, we are here to help guide you in the right direction.

Give us a call 619-726-1158 to set up an appointment for a free consultation.

Check out our other blog articles, and we would love for you to connect with us on our other social media sites to your right.  Be social friendly and share with your friends.  

Thanks for checking us out

Gabe The Taxguy