- A Note From Anne
- Are your receipts taking over your wallet?
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Hello!
 A few weeks ago I was travelling and I collected so many darn receipts (even when I'm not travelling I seem to accumulate tons!). It used to be embarrassing for me to have people to see inside my pocketbook or as most other people say, handbag, or purse.
Getting organized with receipts has been a huge personal stress reliever, as it created a process for my personal accountability and a system for my bookkeeping.
Take a look at my secret below in this week's article.
All my best,
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Are your receipts taking over your wallet?
If you are like me, you may have found that at the end of running a bunch or errands or taking a business trip, your wallet is overflowing with receipts, tickets, parking stubs, etc...  However, if you just take a few minutes to get the right tool and set up a little system, you'll be on your way to taming all of that paper.
It does take a purchase. For about $10, a little Moleskine Pocket Memo folder (3.5 x 5.5") with 6 little pockets does the trick.
I labeled my pockets:
- Business receipts
- Personal receipts
- Returnable receipts
- Frequent purchase cards
- Stamps
- Claim tickets
You may get funny little comments from people in lines as you take an extra minute putting your receipt away. They may actually say, "Oh, you are so organized." One friend laughed at me and commented, "You even have a tickler system for your pocketbook!" For me that's a marketing opportunity. For you, YOU look great and I'd love the referral!
 Ok, you're not quite done! You need to do something with your collection of receipts. I have the Neat Receipts business scanner and I scan these receipts each week as I reconcile them against my credit card accounts. I've also had the added benefit of tracking cash receipts better as they used to get lost in the shuffle or seemed too insignificant to save.
With this system, they are part of the process. I have a place to store the receipts until I'm ready to process them with my accounting records.
Once the receipts are reconciled and scanned (you could scan them and have your bookkeeper reconcile), you can then shred the receipts. How many times do you really look back at old receipts anyway (that is if you can read the print as it gets worn away)? With this system you're on top of it. Ahh, the benefits of organization! |
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WANT TO USE THIS ARTICLE IN YOUR EZINE OR WEB SITE? You can, as long as you include this complete blurb with it: Productivty Trainer and Organizing Consultant, Anne McGurty, publishes the "Organizing Strategy" weekly ezine with 1,200+ subscribers. If you're ready to jump-start your productivity, save time, and enjoy the quality of your life at work and at home, get your FREE tips now at www.StrategizeAndOrganize.
WANT MORE INTERACTIVE CONVERSATIONS AND TIPS: See Anne's blog. |
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About Anne:
 Anne McGurty is CEO of Strategize & Organize, a company devoted to training individual's to be more effective with the tools and resources to be productive in their work environment.
If you liked today's issue, you'll love Anne's transforming productivity training and organizing products to help you organize your business -- and yourself -- ranging from productivity consulting for individuals and executives to small business coaching programs to keynote speaking and corporate training programs to improve efficiencies in the workplace and improve productivity. While Anne's best known for her expertise in productivity and expert office organizing, her clients share that her biggest impact comes from her philosophy of "personalizing her programs to fit the needs of her clients so they can streamline more efficiently with existing processes" - ensuring to create a sustainable work environment. This, Anne says, is the most important key to bringing an individual to personal freedom with time and organization. You can learn more about Anne and her services, programs, and products for small businesses at www.StrategizeAndOrganize.com. She is also a partner with Catapult Growth Partners. Catapult Growth Partners is a leading interim executive and advisory firm that specializes in providing turnaround and business revitalization services. | |
Strategize & Organize
P.O. Box 6282
Denver, Colorado 80206
(303) 778-0588
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