If you are a frequent reader of this blog, ultimately the work of The Learning Club comes down to having a Happy Plan. What makes you really happy? What are those small things that you do in life that make you feel like a productive, caring, giving, positive, and purposeful contributor to this world? The Learning Club’s motto is that learning how to do something new every day will help you to travel happily down your life’s journey.
So it seemed like quite a natural fit to partner with Happy Tax to help people make the filing of their taxes a less painful experience. Please stay tuned to this website for lots of tips and habits to incorporate into our daily lives to make the actual filing of taxes an organized, smooth process. For example, all you really need is ONE FILE to keep all of your tax information during the year. Property tax statements, DMV renewal statements, donation letters, etc. should go into this file. At tax time, you will have peace of mind knowing all of your paperwork is in one spot.
So, today is February 3rd. How are you doing with paying February’s bills? Avoid all late fees by getting those bills paid on time. Having one central place, better yet one file, for just Bills will really help.
For me, I am happy when I feel organized. I now set a 5 minute timer to just spruce up a room. What? What can you get done in FIVE minutes? You’d be quite surprised at how much can get done, but the amazing thing is how much better I feel that I am doing something, anything. Please email or call if you’d like me to show you how to get your taxes done easily. I can come to you if you are local to me in Southern CA, or you can even file it on your own with my assistance remotely. Happy Saturday, Happy Plan, and Happy Tax!Happy Tax Brochure
Happy Week 2 of 2018! Book 2 for me is DONE. How are you coming with your reading? Try to spend a little time each day reading. What should you read? Anything that motivates you to be one thing – BETTER – is the aim.
The Learning Club’s mission is to eliminate the mind clutter in our lives. Getting organized is the best way to clear out the nagging that goes on in our minds. My business focuses on organizing our finances, really knowing our numbers. This E-Myth book is part of a program I purchased, and the main idea behind the E-Myth philosophy in general is to have a SYSTEM for everything that you do.
Every month you pay your bills. (RIGHT? Email me at TLC@50statesclub.net if you are having trouble paying your bills on time and consistently.) That is a habitual process that needs to be streamlined. You want your bill paying system to be so automatic where nothing falls through the cracks. Are you not sure where to begin? Start by writing down (in Excel for the computer or on a pad of paper) your regular, monthly bills. Have 3 columns – 1 for the name of the vendor, 2 for the date paid, and 3 for the amount paid. Copy this worksheet 12 times. You now have a schedule of your bills for every month of the next 12 months. If you know of any bills that are out of the ordinary, jot those down for the months they are due. For example, your auto insurance bill might be due in June and December. We’ll talk more about a filing system for your mail, but for now, try this step of 12 sheets of paper for your monthly bills.
The focus word for 2018 is PREPAY. Soon you are going to have a workable system that sets your up for the most prosperous, best future ever! Happy 2 of Hearts/2nd week of 2018. Mind clutter be gone.
I do not believe in coincidences. I believe the timing of everything and the connected nature of life means that everything happens for a reason. So, I do not think it is a coincidence that the number of cards in a single deck is the same number of weeks in a year. For 52 weeks in 2018, each week is assigned a different card. For the next 13 weeks, we will be in the suit of HEARTS. This week is the first card, the Ace of Hearts. The work of The Learning Club for 2018 will be focused on getting the most out of each week, and this blog will be dedicated to the idea of getting better and ahead. To do so, try to focus some energy each week on reading a book, cooking a new recipe, and making a craft project.
I just finished my first book of 2018: Fr. Gregory Boyle’s Barking to the Choir: The Power of Radical Kinship. I was fortunate enough to recently hear him speak, and an autographed copy of his book was included in the event. The overall theme of the book is how interconnected we all are. “For if we don’t welcome our own wounds, we will be tempted to despise the wounded.” Our wounds are there to heal us, and all wounds come with zero judgment. When we remove the judgment of all pain, we find that we are ultimately all connected. How can you use your pain to help connect with someone else?
OK, after much deliberation and with many words in contention, we have the adjective, adverb, noun, and verb of the year for 2018! The adjective for 2018 is HAPPY, the adverb is AHEAD, the noun is MAP, and the verb for 2018 is PREPAY. In order to have the happiest of futures, we are going to spend a little time and money everyday for tomorrow. What can you do today to make your tomorrows happy? Map out your happiness plan by getting ahead of the game.
For 52 weeks:
- 52 Books
- 52 Crafts
- 52 Recipes
The Learning Club will focus each week on 1 book, 1 craft project, and 1 new recipe. So, to get AHEAD for 2018, prepay now, this week, by getting ahead of your reading on your first book. Soon, you’ll be hearing about flash cards for the 3 happy paths, but for now, start your reading. Let’s finish 2017 ahead of the game.
Mise En Place is a French term. While it is mostly used in cooking, it can be applied to life in general. The main idea with mise en place is to have all of your ingredients in a recipe washed, chopped, measured, and ready BEFORE you begin the cooking process. It makes for smooth cooking because timing is a huge part of making a successful meal. For smooth living, it is best to BE PREPARED. If it is a good enough motto for the Boy Scouts and the Girl Scouts, it is good enough for everyone. How about focusing our gifts this year in 2017 to prepare us for an amazing 2018?
The greatest gifts are the gifts of time, the gifts of experiences, and gifts that bring peace of mind. The Learning Club will be focusing classes, lessons, training, and growth in four areas in 2018: Mind, Photos & Crafts, Finances, and Body. To get started with a bang for 2018, two gifts to give yourself and/or others are Forever Photo Storage and Quicken. I’ll be offering a class in getting finances organized through Quicken and in protecting your memories. The fires have come too close to home for us in California, and the time for protecting our photos and memories is now! Email me at TLC@50statesclub.net for information on 2 great gifts to begin 2018 RIGHT! Check out think link too:
https://www.forever.com/ambassador/edie-g is my link for photo safety
Again, no typo. If you want to make it a great day, be true. Bring the truth to everything you do everyday. When we don’t live our truth and pretend to be something we are not, we are in effect saying that our most authentic self is not enough. You are enough. Tell your truthful story.
To turn an average Tuesday into Truesday, you add an R for READ. In addition to reading, Reach out to someone today, Exercise your mind and body, Account for your day in how you made today better for others and yourself, and Do one thing everyday toward your future. Happy Truesday!
Hello, fellow learners. No one can refute the benefits of exercise, but many don’t associate exercise with the mind. Just as we choose to have 3 healthy meals a day to energize our bodies, our minds are need Three Intellectual Meals Everyday (T.I.M.E.). What gets your mind energized? The first place to find real mind workouts is a book, any book. Are you on the road a lot? Try an audiobook. (My library has audiobooks both at the physical library and online.) Dedicate 3 times today and everyday to exercising your mind. (I’ve been listening to lots of inspirational podcasts that recommend 3 times of prayer everyday is also an amazing habit.) Feed your mind with sustenance on your learning journey. Happy travels!
That’s not a typo. It really is shocking to me how traditional Sundays have become lost. When I was growing up, malls and most stores were not open on Sundays. Sundays were supposed to be a day of time with God, of relaxation, of family time, and of being together. Now, coaches and schedulers think nothing of having games on Sunday mornings and afternoons. The older my children become, the most of a correlation I see with parenting and our relationship with God. We want our children to spend time with us in the same way God wants us to want to spend time with Him.
Growing up, the only ingredient I felt that was really missing in my life was the gift of other people’s time. No amount of material gifts could erase the void I felt. Now, in adulthood, it is still one of my “Red Flags.” Awareness of your own warning signs or red flags is key to understanding yourself and what you need to feel better.
If your children begrudgingly eat dinner at the dinner table, wolf down their food, and leave before you are done with your salad, how does that feel? If we spend time with God out of obligation, are we able to hear His message clearly?
Let’s try to put the SON back in Sonday’s. Spend time with our Father. Listen, and hear the message. Give yourself the gift of time.
Sorry for the posting delay, but I’ve been doing lots of posting on The Learning Club’s Facebook site. You can find the posts @TravelingHomeEconomics. Let’s talk about the PA part of CPA. Public Accountant means that CPA’s are beholden to the public; we are trusted advisers. We should take that responsibility very seriously, and there should be transparency at all times. Pet Peeve #642 is when people set prices ending with 97. There is a lot of marketing advice that 97 is the new 99. If your product costs $100, marketers may tell you it’s better to price the product at $99 or $97 to make it seem like you aren’t paying as high of a price. Gas stations have always priced their gas with 9/10 after the prices. Marketers train businesses in tactics to get more customers buying. I get it, but when it relates to the accounting industry, trusted advisers have a greater responsibility to go to longer lengths to not be manipulative.
You’d never see that happening in the legal profession. I know attorneys who have outrageous hourly billing rates. Let’s say a lawyer’s rate is $600/hour. You don’t see them explaining that their hourly billing rate is $597. Accounting professionals should behave the same way. Discounting your prices means you are also discounting your value. Why should we argue with our potential clients on how valuable we are when we are discounting our own value?
When your intention is to deceive, you can’t be trusted. It’s a subtle thing, but the devil can be in the details. Accountants have to prove themselves to their clients; accountants work with very sensitive and confidential financial matters. Prudence and respect are mandates to establishing trust.
Accountants want people to be responsible with their money. Find someone to help you who is transparent in everything they do. When something doesn’t feel right, trust your gut. Most people can spot the sleazy salesman a mile away, but manipulation can take subtle forms that you might not be able to recognize. Accountants, let’s make sure we are being transparent and representing ourselves honestly.
It’s not what we do every once in awhile that matters, but the real value is what we do consistently. Just Google the morning habits of successful people, and you’ll find oodles of material on how consistent successful people are with their routines. Prioritize honesty as a value that you uphold at all times, and you will be rewarded for your transparency.
BP is one of my favorite acronyms to describe how I work. BP is short for many of my favorite things. Just to name a few:
- the Boy and Girl Scouts mottoes of Be Prepared
- my acronym for Back Pocket Skills – developing hidden skills that are ready when needed like CPR, sign language, any language, first aid, sewing skills, car repair, etc.
- Plan B – looking at what might go wrong and having a procedure in place just in case. Those “What If” scenarios can save you lots of money, time, opportunities, or your life!
- The Backup Plan
Everyone should have a backup plan for their data. What data you ask? Anything that you have on your computer or any device (and you know you have SOOOOOO many devices). Unfortunately, we are seeing the devastation with Hurricane Harvey and the floods. While many are just struggling to save their family members, pets, and themselves, some have the opportunity to grab a few essentials. You won’t be able to grab all of your photos and devices, but what if you just had to grab a portable hard drive that had a backup of everything? And/Or, what if you also had an online backup of your data? I personally use Seagate portable hard drives, and they have additional online backup offers with their products. I also professionally use SmartVault for backing up my client data and my financial data. The actual system you use isn’t what’s important, but the process of regular backups is important. Contact me if you’d like some ideas on how to protect your valuable photos and data.