The job follows you home and it never disappears. It’s tough and it takes discipline. I’ll be the first to admit that I’m still learning how to be disciplined in my business! You all see me blog everyday but that doesn’t mean that I’ve always been consistent with things behind the scenes. It’s really a miracle that my business made it past the “college” phase. When I started in college and was working out of a dorm room, my organizational skills were the bare minimum. I’m happy to say that after 2 years of being full time, I finally have some systems down!! I’m going to share about one them today and I hope those of you that are managing LIFE and a business find this helpful!
About 6 months ago, at the beginning of the new year, I wrote out a massive list of things that went REALLY well in 2012 and things that didn’t. I then went through that “things that didn’t go so well” list and I came up with solutions! Here were some things that I needed help with:
- Not keeping up with mileage records
- Not filing sales tax on time
- Forgetting to blog goals until it’s the middle of the month!
- Not updating and recording expenses regularly
- Realizing the mortgage was due 2 days late
- Not planning my blogging
- Paying bills and paying off credit cards
I realized that most of the things that I wasn’t keeping up with were MONTHLY tasks. The issue was that I would put them off and then all of a sudden, 3 months had gone by and I was so overwhelmed at the thought of these tasks that I just continued to ignore them. These monthly tasks in and of themselves are not HARD tasks, they just take about an hour to accomplish. So I implemented this new system for my business called “The Monthly Duty Day”. Basically, I made a spread sheet with a list of monthly tasks that HAD to be accomplished on the first workday of every month. So for example, this month’s duty day fell on a Monday. So Monday July 2nd, I got up, blogged about my goals for the month and I completed this month’s checklist of duties. I entered the mileage for June, paid sales tax for June, sent the mortgage check, updated my business Mint account with any expenses that needed to be categorized, printed and filled in a new blogging calendar for July and mailed my client gifts. (I also gave Bokeh his heartworm pill and frontline treatment).
These are all monthly duties that were getting jumbled up and overlooked in 2011 and so this SIMPLE system has given me a way to keep everything under control! My CPA is going to LOVE me at the end of the year!! It seems like such a simple concept to gather all of your monthly “to-do’s” and just accomplish them in one morning but I had never thought about it before this past winter! It’s not always fun, I actually dread it but when I check those things off my list, I feel like my “July” is off to a good start!! Speaking of to-do’s, I’m off to take this fluffy boy to the groomers. He’s DYING in this 100 degree weather so we’re saying goodbye to the fluff until the fall. :( I’ll miss the fluffiness but I know he’ll feel so much better on our walks! Happy Monday!