Reviewing Your Documents

Reviewing Your Documents

by | Oct 20, 2020 | Organization

October is a great time to look back and ask yourself if you can dispose of any paper files you have been…let’s admit it, hoarding. I used to hoard everything for seven years until I came to realize I was creating unnecessary clutter in highly-needed square...
Being a Fiduciary Is Not a Gig

Being a Fiduciary Is Not a Gig

by | Mar 5, 2020 | Fiduciary, Organization

The gig economy really is great — if you’ve got a workout bench that needs to be assembled or a minor computer problem. When it comes to acting as a fiduciary, though, mobile apps, shared WiFi, and “thinking outside the box” just aren’t enough. At Judith Heft &...
Record Keeping for Businesses

Record Keeping for Businesses

by | Jan 16, 2020 | Organization, Taxes

I understand being thrust into a position of responsibility. My business grew in leaps and bounds, leaving me with boxes and boxes of paperwork that I didn’t know what to do with. Businesses are required to hold on to everything forever, right? I asked myself. The...
January is National Get Organized Month

January is National Get Organized Month

by | Jan 7, 2020 | Organization

January is National Get Organized Month! Everybody’s busy with getting their own house in order, often with the help of Marie Kondo. I think people need to start thinking about their finances, too. Since April 15th is rapidly approaching, I thought I’d share...
Being Productive with Asana

Being Productive with Asana

by | Aug 20, 2019 | Organization

Recently someone asked me what sort of “stuff” I use to stay organized. We had just finished completing our operations manual, and I realized the best organizational tool I had at my disposal during that process was productivity software. A few weeks prior, my...