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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Advice from the women of Connect: Professional Women’s Network
Money Matters: How to Organize
Your Financial Life

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I scan or save any relevant bills, forms, receipts, W-2 or other
documents to a tax folder on my laptop. Then I email them all to my
tax preparer and discuss the details by phone. I like the security of
having a tax professional that will find things I might miss.
Valerie Christie
IT Controller

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I keep all my receipts, but organizing them can be a time-consuming
task. Since I got my neat receipt scanner few years ago, not only
have I cleared out all the clutter, but I got rid of all the tax-time
headaches. And my accountant loves my "neat" PDF reports!Lana Dziouba
Recruiter

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Years ago I created a simple Excel workbook with different pages
for household, professional expenses and donations. Each page
has specific categories within it, for example, business supplies,
business telephone, etc.Deirdre Danahar
Coach, Consultant,
Writer, Speaker

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I can't say enough good things about mint.com! It does all the work
of organizing and categorizing your spending for you. It provides
information for making money decisions you feel good about. I can
see every transaction immediately, without having to wait for
statements or bills.
Dave Mainwaring
Ishmael’s Dandyfunk
Blogs

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I have two separate businesses, and I find having a dedicated credit
card 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 Zinck
Resource Strategist

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I love how Quicken prepares all the reports for taxes and lets you
budget and keep up with interest earned and interest owed. I know
my total worth during the year and am much more organized.
Rebecca Kelleher
Designer at Silverander
Communications

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I call my CPA...and he sorts the details from the chaos.
Victoria Ipri
Corporate LinkedIn Training

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FINANCIAL TOOL KIT
Books
Financial Overview - An ebook to help organize financial papers and information.
Dave Ramsey’s My Total Money Makeover
Bill Paying Organizer (currentcatalog.com)
Websites
Mint – Money management
Outright – Small business bookkeeping
LearnVest – Personal finance/money management for women
TripLog - Mileage Tracker app
Software
Excel
QuickBooks
Quicken
TurboTax and Business TurboTax
Neat Receipts – Mobile scanner and digital filing system
Apps to Streamline Household Finances – by Women & Co.

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PHOTO CREDITS:
Slide 1: aresauburn • Slide 2: ChrisGoldNY
Join the conversation!
For more great insights from Connect members, check out the
discussion: How do you keep your financial life organized?
Visit linkedin.com/womenconnect for more information
and to join the group!
Connect: Professional Women’s Network, Powered by Citi, is an
online community on LinkedIn that helps women achieve the
careers they want and discuss the issues relevant to their success.

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