Thursday, May 28, 2009

Flight included if purchased by June 2nd - for Edmonton, Calgary & Saskatoon
Payment Plan options available

5 Star Seminar Package

Friday, May 22, 2009

I'm SO excited about this event July 13-16th in Vancouver with Donny & Dr.Kirk, and David Neagele. I'll write more about it later this week. But in the meantime I wanted to provide you with the link, so you can view it for yourself!

The Missing Thread Intensive

See you there!


Monday, May 18, 2009

Mentoring Program - without the long term commitment

Have you been looking for a mentoring program that won't break the bank? I've followed Erin Blaskie for the past 2 years and have witnessed phenomenal growth. Take a moment to check out her program. Jump in today!
Long Weekends - a small business owners' pondering

Do you ever find yourself at loose ends on a long weekend? I've wrapped myself up in my business and "work" for almost a decade ~ and I find that when I'm faced with a long weekend, I'm often at loose ends. Should I go to the office & "catch up" on work? Or stay home and rest & rejuvenate? Or, go for a day trip out of town?

I still don't know the answer! Something to ponder, and write about later.

Hope your Victoria Day is delightful!


Wednesday, May 13, 2009

“Recession Rescue with Rapid Results:
How YOUR Small Business Qualifies for
One-On-One Mentoring From Self-Made
Millionaire Mentors THIS Summer!”

Do not miss THIS once-in-a-lifetime
Opportunity Call with Master Coach
David Neagle on Wednesday July 8, 2009!

You’ll learn: Exactly how you could be 1 of
only 10 business owners to be laser-coached
by this multimillionaire coach for next to
nothing AND receive additional resources
valued in excess of $15,897!!
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Monday, May 11, 2009

Setting up your Filing System

Supplies Needed:
  • 3 separate colors
  • File folder labels (ink jet or laser printer labels from Avery work best)
  • Sticky file clips (find the real name for these 2 hole punched things)
  • “ENTERED” stamp (only documents that have an entered stamp on them should be put into the filing cabinet.

1. Create a template for what your customer files should look like - it’s much easier to start out the way you intend to proceed. Create one file that’s your “PERFECT CLIENT FILE” and then mimic them all after this one file. Do you need a checklist on the front page? What documents need to be in each file? Has all of the contact information been entered into your data base, contact system, and then transferred to your accounting system?

2. Customer Files - choose one file folder color for your customers start setting up your customer files based on the template you set up in step 1

3. Vendor files - create one folder for each supplier or subcontractor. This includes utility companies, and city taxes for example. As a general rule, if you have more than 3 pieces of paper for this company each year you can create a file folder to hold the receipts. As the year progresses & you need to reference documents you’ll find this step to be very helpful. On the labels make sure you note which fiscal year these files pertain to. For example, the file folder may look like this: TELUS COMMUNICATIONS - FY09
4. Current Accounts Payables (or UNPAID BILLS) - Keep a separate folder that holds any unpaid bills. As soon as you’ve written the cheque, paid by credit card or transferred funds then transfer them into the vendor folders . Remember that they’re in this file when searching for current documents.

5. To Be Entered - this should include your most current receipts that still need to be entered into your accounting software. Once marked with an entered stamp, simply file them in the appropriate vendor file folder. In some cases they may be placed into a “to be filed” folder if you have an administrative person who files documents at a later date.

6. Government & Banking - Keep another section and color for banking and government related documents. These often need to be held beyond the current fiscal year & won’t be packed into long term storage as quickly.

7. Employees & Payroll - Keep your payroll and employee information in a separate and secure location. Not with the information that your other employees can access while serving your clients need & the relationships with your vendors. These files should also be labelled with the calendar year, and look something like this: JOHN SMITH - 2009

8. Long term Storage - At the end of a year (or if your company is still small enough to store only in a filing box) move your documents to a bankers box, write clearly on at least 3 sides this information: Company Name, Fiscal Year, and these words, “DESTROY AFTER XXXX” (fill in the year that the box can be destroyed. In Canada you must store them for an additional 6 years. Check with your government regulations to be sure.

For other articles by Loralee Hutton go to her company website at