Inbox Zero

Some time ago I came across an article by Rebecca Corliss about managing her email inbox.  Given my liking for anything that helps people manage their inbox, naturally I was curious to find out how  did this. Her article is not available any more but her method is still worth considering.

You may think her method looks a bit complicated. However please stay with her as it is quite simple really.

Each email package will have the ability for you to create a new mailbox folder so while you are on holiday all your email will go into that folder instead of sitting in your inbox. Each package will work a little differently though the process to set up folders and filters will be similar.

You may think “so what” the email is all going to be there still when you get back from holiday.

However the beauty of this little ruse is that when you get back and your inbox starts to fill up with new messages, you can deal with them straight away and know they are current instead of having them at the top of several screens full of email that built up while you were away.

If you also set up an “out of office” message to let people know you’re away they will know not to expect a reply from you. Or you can ask them to contact someone else in the office.

Though it might take a bit to time to set it up in your email package, it will be worth is as it will save you so much time when you get back and you will feel more in control.

As Rebecca says “when I return from vacation, I strategically handle unread emails. … Once the more time-sensitive messages are addressed, I’ll simply allocate a couple hours a day to respond to the remaining emails in this vacations folder. That way, I’m not only back-on-track quickly, but am able to immediately start helping my team without all “email catch up” time getting in the way. No email overload to overwhelm me.

If you would like some help to set up your holiday email folder and filters, let me know and we can work on it together.

End-of-year tax advice

I’ve researched tax information in various countries to offer you the following links to help you to prepare your records so your accountant can prepare your annual accounts in the most efficient and cost-effective way.

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Shoebox filing

Recently I’ve noticed a number of accountants offer their services to do a one-off service to sort out the shoe boxes of paper records their clients bring to them. It seems that a lot of small business owners still put all their receipts and invoices into a box or maybe a folder or envelope and don’t bother to look at them again.

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Cost-effective administrative support for small businesses

Did you read Lisa Martin’s story in the DominionPost recently?  Her business GoFi8ure provides everyday bookkeeping and accounting support to small businesses before they get to the point of needing a full time office manager.  GoFi8ure provides bookkeeping and other administrative services to free up small business owners to do what they do best – run the business.

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Email management in the new year

We know that email messages build up without us even noticing – until the inbox gets full or someone asks why we haven’t replied to an email that sought a response. We look at the number of messages and gasp, then leave it all because it’s too hard to even think about dealing with all those messages.

I got a newsletter recently suggesting that we deal with email in the days before Christmas when people had some down time at work.

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Communication is almost more important than cashflow

To those of you still at work this week, I wish you a merry Christmas and a happy thriving business in 2015. For those already on holiday and reading this in January my wishes for you in 2015 are the same.

To help you get thinking about how you will have a successful 2015, I want to share some thoughts on communication. I’ve had three interesting experiences recently that are top of mind right now.

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Stop Wasting Time Looking for Lost Items

I love it when I come across someone who has a similar philosophy to mine about keeping everything in an orderly way in the office.

So when I found the Time Management Ninja I couldn’t help but explore this web site where Craig Jarrow helps individuals and companies reclaim their time.

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Hard lesson in how not to run a company

Reports this week from the legal judgment on the failure of South Canterbury Finance (SCF) show how a big company that arose out of a small family business failed in part because the systems and processes in place didn’t work for a large financial company.

Brian Gaynor writing in the New Zealand Herald calls it “Hard lesson in how not to run a company

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15 minutes action plan : tidy your desk

Although many people tend to work in the electronic environment, there are times when desks get covered in paper. If your desk frequently gets messy, my 15 minute action plan may be of help.

It will help you to clear your desk of unnecessary papers with the minimum of fuss and in a short space of time.

The benefit to you is that you will be able to find information quickly because you don’t have to rifle through the piles of paper every time you want one piece of paper.

You can download my 15 minute action plan to tidy your desk  and clear your desk fast now.

Electronic filing is crucially about “levels of access”

Sarah recently gave some advice to a couple of clients and asked me for my thoughts.  She suggested that electronic filing is CRUCIALLY about “levels of access” – designing your folder structure around “security clearance levels” works best. So you start by working out what is “confidential inner-management ONLY” (e.g. Strategy & Planning), what is

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