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Money Matters: How to Stay Organized
 

Money Matters: How to Stay Organized

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The women of Connect: Professional Women's Network share how they prepare for their taxes year round. Visit www.linkedin.com/womenconnect for more information and to join the Connect group.

The women of Connect: Professional Women's Network share how they prepare for their taxes year round. Visit www.linkedin.com/womenconnect for more information and to join the Connect group.

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    Money Matters: How to Stay Organized Money Matters: How to Stay Organized Presentation Transcript

    • BROUGHT TO YOU BYAdvice from the women of Connect: Professional Women’s NetworkMoney Matters: How to OrganizeYour Financial Life
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 2I scan or save any relevant bills, forms, receipts, W-2 or otherdocuments to a tax folder on my laptop. Then I email them all to mytax preparer and discuss the details by phone. I like the security ofhaving a tax professional that will find things I might miss.Valerie ChristieIT Controller
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 3I keep all my receipts, but organizing them can be a time-consumingtask. Since I got my neat receipt scanner few years ago, not onlyhave I cleared out all the clutter, but I got rid of all the tax-timeheadaches. And my accountant loves my "neat" PDF reports!Lana DzioubaRecruiter
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 4Years ago I created a simple Excel workbook with different pagesfor household, professional expenses and donations. Each pagehas specific categories within it, for example, business supplies,business telephone, etc.Deirdre DanaharCoach, Consultant,Writer, Speaker
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 5I cant say enough good things about mint.com! It does all the workof organizing and categorizing your spending for you. It providesinformation for making money decisions you feel good about. I cansee every transaction immediately, without having to wait forstatements or bills.Dave MainwaringIshmael’s DandyfunkBlogs
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 6I have two separate businesses, and I find having a dedicated creditcard for each one very helpful with compiling year-end expenses.My financial life would be total chaos without online banking and bill-pay services.Iris ZinckResource Strategist
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 7I love how Quicken prepares all the reports for taxes and lets youbudget and keep up with interest earned and interest owed. I knowmy total worth during the year and am much more organized.Rebecca KelleherDesigner at SilveranderCommunications
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 8I call my CPA...and he sorts the details from the chaos.Victoria IpriCorporate LinkedIn Training
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 9FINANCIAL TOOL KITBooksFinancial Overview - An ebook to help organize financial papers and information.Dave Ramsey’s My Total Money MakeoverBill Paying Organizer (currentcatalog.com)WebsitesMint – Money managementOutright – Small business bookkeepingLearnVest – Personal finance/money management for womenTripLog - Mileage Tracker appSoftwareExcelQuickBooksQuickenTurboTax and Business TurboTaxNeat Receipts – Mobile scanner and digital filing systemApps to Streamline Household Finances – by Women & Co.
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 10BROUGHT TO YOU BYPHOTO CREDITS:Slide 1: aresauburn • Slide 2: ChrisGoldNYJoin the conversation!For more great insights from Connect members, check out thediscussion: How do you keep your financial life organized?Visit linkedin.com/womenconnect for more informationand to join the group!Connect: Professional Women’s Network, Powered by Citi, is anonline community on LinkedIn that helps women achieve thecareers they want and discuss the issues relevant to their success.
    • CONNECT: PROFESSIONAL WOMEN’S NETWORK©2013 LinkedIn Corporation. All Rights Reserved. 11