Things to get you organized | AccountingWEB

Things to get you organized

Half way House. I've had, over the last 15 years a bottom drawer either in my desk or, like now, a box, where I toss papers that I'm not sure what to do with. I didn't want them laying around on my desk nor was I comfortable trashing them. And, I didn't have a place (or desire) to file them. Once this drawer or box gets full (about 90 - 120 days worth), I reach down, grab the bottom half and toss the bunch in the recycle bin. Fact: I can count on one hand the number of times I went into the drawer to retrieve a document and I've never needed something I finally tossed in the trash.
Touched Once Not in Shame. I don't touch anything without doing something with it. If it has to wait until something else has to happen, I at least set up a reminder in my Lotus Notes.
It's First in First Out for Me. Unless the building is 'a' fire, I complete each task as it comes to my desk if possible. While credit is due to doing the-most-important-most-immediate-before-less-important-less-immediate, I'll be less likely to have to make that decision when I complete each task as it comes.
Organize Your Brain First. I just knew that I couldn't attempt to organize my desk without organizing my brain first. To move forward, to make improvements, to organize, the flotsam in my brain had to be eliminated---because you really can't organize your office without removing the junk first. And one of the biggest junks in my brain was worry. Sometimes a worry ball would bounce around inside my cranium like a racquet ball in play---but in slow motion. So, in steps Mr. Dale Carnegie and his How to Stop Worrying and Start Living self help book---from which I got inspiration for my organizing tips. He has a three step method to help dispel worry, i.e., take control of that worry ball. Step one: Ask yourself what is the worst case but most likely outcome? Second: Accept this worst case but most likely outcome completely. And third: Do all that is reasonable to keep the outcome from happening. I was pleasingly surprised how few of my worry balls every made it past step one, i.e., most were not likely to happen.

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by Dave Burt, CPA - Dave has held accounting management positions in both public accounting and private industry for such companies as Coldwell Banker and Maytag.

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