Seattle CPA, Federal Way CPA

Seattle: 253.838.2936
Tacoma: 253.927.1774


Here are two ideas that will simplify your life.

The first one is to get yourself organized. You don't have to aspire to become a green eyeshade accountant. You just need to set up a system that you understand and that will allow you to quickly put important stuff where you can easily retrieve it when you need it.

As an example, in January I get a big manila envelope, write the current year on it in big letters (your choice of marker color here), and stand it up on my desk at home. Every piece of paper that I think I might need to do my personal tax return goes immediately in that envelope. When I am ready to do my tax return (yes, even CPAs worry about getting their tax return done) everything I need is in the envelope. My business has a somewhat larger space, in a file drawer, but I use the same principal for my business. Note to smarty boots clients: don't bring your CPA an unorganized envelope full of papers and receipts unless you want to be an unexpected revenue source for her.

The second idea is to pay bills when you get them. Don't wait until payday or when they are due, but pay them when you receive them. I started doing this about a year ago and it surprised me how much time and stress it saved. I don't have to remember when they are due or worry about the postmark date. I get bills a few at a time so it doesn't take much time to write a few checks but then I only have to handle them once. This is a sneaky corollary to the "handle it once" organization plan but now that I have tried it, I am a believer.