Who’s In Your Network?

February 23rd, 2015
Eileen LaGreca, NAPO-WDC Board President

Eileen LaGreca, NAPO-WDC Board President

Networking. For some of us, the word conjures images of slick haired sales people pressing business cards into our sweaty palm. It’s about going to Events. Listening to elevator speeches. Making yourself stand out. Stale cheese plates. Ugh.

The truth is that networking is something that happens every day if we choose to take advantage of a more natural, relationship based point of view. Think about these four categories of people with whom you can establish relationships. 

Clients are a natural part of our network. They have paid us well for performing a service, and it’s smart to keep in touch. They may need services down the road, or be able to refer to you people they know. We’ve heard it a thousand times – it’s easier to provide services to existing clients than it is to find a new ones.

Peers and colleagues are another good source of networking partners. Attending NAPO-WDC chapter meetings and neighborhood groups allow us to develop deep professional relationships that grow over time. Colleagues are also good referral sources – many of us consistently use each other for overflow projects or subcontracting.

Mentors and more experienced organizers are a valuable resource for all of us. Whether you’re a newbie or have been in business for years, we all learn from one another. Let’s use our collective experience to help each other be more successful.

Traditional networking groups are also valuable places to gain trusted, like-minded business referrals. Find a group that is a good fit for you, and work at establishing relationships that grow both your business and the businesses of others. People generally love to help someone who is willing to extend themselves for the benefit of another.

Real networking is about cultivating relationships that have mutual value. Find the people in your life who make that happen, and focus on helping each other.

The Secret Weapon to the Success of Your Business: Bookkeeping

February 18th, 2015

Starting and managing a successful business is challenge, I’m sure you would agree. If I were to ask you, what are the key roles crucial to growing your business, you would probably answer:

  • Sales and Marketing, because without that the business won’t make any money.
  • Client Services, because you have to perform the service for the client . . . or the business won’t make any money.
  • Staff Management, because you have to manage the team doing the work to make sure it’s done correct or else you won’t have happy clients . . . and the business won’t make any money.
  • And last and always viewed as least, Bookkeeping

Why is bookkeeping always last? Business owners often put off their bookkeeping because:

  • They are too busy
  • It’s intimidating to them
  • They feel they are not a numbers person
  • They have more important things to do

But what most owners don’t realize is that the most important key to having a successful business is their accounting system and its procedures. Why? Because if you don’t having a good accounting system and procedures in place to manage your funds and track what’s coming in and what’s going out, your business will not grow.

Although it’s often thought of as the least important of the key roles, since it does not directly generate any revenue, bookkeeping is actually a secret weapon that can be used to establish, sustain and grow your business – taking it to the next level.

Maintaining accurate financial records through bookkeeping can help you to gain insight into your business. Bookkeeping is an excellent business management tool because it can:

  • Provide useful financial information
  • Help you run your business proactively
  • Enable you to make important business decisions

Taking a few minutes each month to review your financial reports can help you to be proactive in your business rather than reactive. There are many reports you can run. Among them should definitely be a Profit and Loss, Balance Sheet, Item Profitability, and Sales by Customer Summary reports. When reviewing these reports ask yourself the following questions:

  • How much did I make this month? How much did I spend this month?
  • What can I do differently next month to increase my bottom line?
  • Who are my best customers, and what type of businesses are they?
  • What services seem to make me the most money?

Once you are able to answer those questions from your reports, you now have a roadmap as to how you can do things differently moving forward. Just by doing this each and every month, you could change the course of your business, taking it to the next level!

Connie Whittingham is President and CEO of Y-OPA Consulting Group, a firm which focuses on providing bookkeeping, QuickBooks coaching and consulting services. Connie has been working with QuickBooks since 1996 and has been a Bookkeeper for nearly 20 years. She currently holds a certification in QuickBooks Pro, Premier, Enterprise and Online editions. Connie is currently a member of the AIPB (American Institute of Professional Bookkeepers) and the Fredericksburg Regional Chamber of Commerce.

Connie strongly believes that bookkeeping plays a key role in having a successful and profitable business. She enjoys working with business owners to help them to make bookkeeping a priority in their business, because she knows that it can have a positive and long-lasting impact on their business. It is her passion. In her efforts to make sure that every business owner learns how to avoid costly mistakes that hurt their business, Connie created a FREE CD entitled, “11 Critical QuickBooks Mistakes, and How to Do it the Right Way.”

February 2015 Meeting Summary

February 9th, 2015

The February NAPO-WDC chapter meeting was held in Fairfax, VA. There were 29 members and 3 guests in attendance.

The meeting started with active networking. Members visited the Corporate Partner Meet and Greet tables hosted by RainMaker Video – Errol Unikel and ShelfGenie – Joe Johnson

Eileen LaGreca welcomed everyone.  

Linda Pray introduced our guests. We now have 99 members!

Lori Krause introduced our Corporate Partners in attendance:



Lori Krause

Building Bridges Partners

Alonso Zamora


Errol Unikel

Rainmaker Video

Joe Johnson

Shelf Genie

Sharon Bliss

Book Bliss Online

Andy Reiman

Modern Image

Guest: Barbara Unikel, Rainmaker Video

Guest: Zibby Koppelman, Paradigm Experts

Lori Krause introduced our Corporate Partner speaker, Andy Reiman from Modern Image. He described his company’s services to its clients.

  • Meet onsite with client/review/send free estimate
  • Scan documents to PDF; photos to JPG
  • Multiple scanners for multiple purposes – picked up from the client and taken to the Tysons office
  • Time line varies by case
  • Client does not need to remove clips or staples
  • Each page/photo is hand checked for clarity
  • Delivery – uploaded (no taxes) with link provided to client; CD/DVD/Thumb drive (sales tax applicable)
  • Items returned to client or shredded onsite
  • $50 minimum order           

Educational Program

Janice Rasmussen introduced the educational program: Connie Whittingham – Bookkeeping: A Business Owner’s Secret Weapon to Success.  Connie is the CEO/Owner of YOPA (Your Own Personal Advisor). Connie described how bookkeeping can be an excellent business management tool by providing useful financial information, and enabling you to make important business decisions proactively.  A full description of her presentation will be available on an upcoming blog post on this site.  She offered a free CD for NAPO WDC members only – “11 Mistakes Business Owners Make” – go to www.y-opa.com to sign up for your copy.

Chapter Business Meeting

Penny Catterall, Director of Communications and Technology, announced that an updated version of the NAPO-WDC website will be going live within the next couple of weeks. It will be SEO optimized for better visibility, increase website traffic and members.

Suzette Smith announced that this year’s Mid Atlantic Regional Conference for Professional Organizers (MARCPO) is set for October 24, 2015 in Bethesda. Registration will open in July with early bird rates of $199.

Janet Schiesl, Immediate Past President, announced that nominations for Board of Directors is now open. Janet urged members to consider to volunteering for a board position. All 10 positions are up for vote. Nominations are still open for Programs and Marketing, as well as a new position of Director of Administration. Meet the candidates at March 2 meeting. 


FEB. 12 – Virginia Book Club Meeting

FEB. 19  – Rt. 66 Neighborhood Group Meeting

FEB. 23 – Rockville Pike Neighborhood Group Meeting

MARCH 2 – NAPO-WDC Chapter Meeting in Bethesda, MD

MARCH 11 – Arlington /Alexandria Neighborhood Group Meeting

MARCH 17 – Maryland Book Club Meeting

APRIL 15-18 – NAPO 2015 – Los Angeles, CA

Door Prize Drawing – Cara Bretl

Our door prize winner from Shelf Genie was Jackie Kelly.

The next meeting will be on March 2, 2015 in Bethesda, MD.

What To Do When Business is Slow

January 27th, 2015
Eileen LaGreca, NAPO-WDC Board President

Eileen LaGreca, NAPO-WDC Board President

The dreaded lull in business. Depending on our client base and business specialties, some of us can predict slow times of the year. For others, it seems like there’s no telling why some weeks and months are busier than others. The important thing to remember is that it happens to all of us, and we can choose to use the down time to our advantage. Here are some tips:

Touch base with past clients by sending a card or email. You may trigger their desire to start a new organizing project. Even if they don’t have work now, staying in touch will keep you in mind for the future.

Renew connections. When business is slow, it’s easy to panic and go on a networking whirlwind. Cultivating relationships is important, but make sure it’s focused. Set up meetings with your best referral partners. See if there’s anything you can do for them, and ask for help in return.

Reach out to your trusted colleagues. There is no shame in going through a slow period, and yet we have a hard time admitting it to others. Develop a small group of organizer “buddies” with whom you can share your business ups and downs. One of them may be able to use you for subcontracting work, or refer you to a client with whom they would rather not work.

Work on your marketing materials. Make sure your website and Facebook pages are up to date and speak to your target market. There may be other marketing avenues you’ve been exploring, but haven’t gotten to. Now’s the time to take action.

Do some pro-bono work. There are always people in our lives who could use some extra organizing help. Use the lull in your business to help someone out. It’s good karma.

Expand your knowledge base. Take a class, attend a conference, read a book. There is always something new to learn. You never know where your next big idea will come from!

Stay positive. When we learn to expect lulls in business, they don’t seem so disastrous. Use the down time to focus on filling your client pipeline, keep in touch with your clients, and do the all-important business planning that can get overlooked when you’re busy.

Top 3 Takeaways From Organizing Roundtable Discussions

January 19th, 2015

The first NAPO-WDC meeting of 2015 was roundtable discussions led by chapter members who are experts in their fields. Each table featured a different topic, and it was fabulous! In case you missed the meeting or didn’t get to all the tables you wanted to, here are the top 3 takeaways from each discussion.


Using Scanning Technology to Organize and Store Your Electronic Filesled by Penny Catterall

  1. Invest in a dedicated document scanner such as the Fujitsu ScanSnap for fast and easy scanning.
  2. Start by scanning just the new paper that comes in, including receipts, doctors’ bills, medical records, recipes, business cards, school records, and more.
  3. Save them to a cloud-based service such as Dropbox or Evernote, or onto your hard drive. 


How To Avoid the Pitfalls in Working with Chronically Disorganized Clientsled by Cris Sgrott-Wheedleton

  1. No matter how long you have been organizing, you can always learn from your peers.
  2. Whether you like it or not, you will likely be contacted by clients that are Chronically Disorganized. Learning how to work with that population will only make you a better organizer for your already-organized clients.
  3. Chronic Disorganization requires unconventional organizing. I highly recommend everyone read Judith Kolberg’s book, “Conquering Chronic Disorganization.”


Seven Counter-Intuitive Things About Sellingled by Jane Campbell

  1. People become your customers for life when you listen to their unique issues instead of talking about you or your product.
  2. You need to obtain permission before launching a sales conversation.
  3. If a competitor can also solve a prospect’s problem, acknowledging that will lend you credibility.


Photo Organizing: Tips to Help Client So It Doesn’t Have To Be Scaryled by Jody Al-Saigh

  1. Everyone seemed to really like the recommendation I had for an app for your iPad that works as a light table to view slides. The one I have is called “The Light Table,” but there are a few freebies as well.
  2. One question that came up was what to do with negatives. My advice: toss them! You likely have the prints if you have the negatives, and there’s nowhere left to process negatives anyway.
  3. I highly recommend Rick at Digital Recollections for scanning photo/slide/video/audio transfer. I also recommend our Corporate Partner, Andy Reiman with Modern Image, to scan paper or photos.


Using Evernote to Create and Simplify Workflows for Small Businessesled by Pierrette Ashcroft

Evernote provides novices and power users a valuable knowledge base. Its potential increases as your skill level grows.
  1. Install the Web Clipper button to most browsers. Use it to clip content from any webpage to a note that is automatically saved to your Evernote account.
  2. Sync your Notes and Notebooks in the cloud. It’s automatic and gives real time access from a desktop or mobile device.
  3. Communicate with clients and colleagues through shared folders where you can collaborate on projects.


Green Organizing: Why It’s Too Good to Wasteled by Terri Fischer & Alonso Zamora

  1. Help your clients set up a convenient system for recycling near the point of use, probably the kitchen. If it’s not simple and convenient, it won’t happen.
  2. If you don’t know how to recycle something, Google “recycling, (item name), city and state.”
  3. Yes, you CAN recycle that single sock, the pants with the rip or the shirt with the ink stain. When donating, label these as “rags.” The items can be used for fibers in insulation, carpet and so on.

January 2015 Meeting Summary

January 12th, 2015

The January NAPO-WDC chapter meeting was held in Bethesda, MD. There were 34 members and 5 guests in attendance.

The meeting started with active networking. Members visited the Corporate Partner Meet and Greet tables hosted by More Space Place – Robert Myers and Junk in the Trunk – Linden Coyne and the Ask the Experts table.

Eileen LaGreca welcomed everyone.

Linda Pray introduced our guests.

Lori Krause introduced our Corporate Partners in attendance:



Lori Krause

Building Bridges Partners

Alonso Zamora


Linden Coyne

Junk In The Trunk

Juli Monroe

1 to 1 Discovery

Robert Myers

More Space Place

Guests: Ben Knowlton, Olympia Movers

Lori spoke to the group about getting to know the Corporate Partners. She challenged everyone to have at least 2 one to one meetings with a Corporate Partner and get know how they can help each other. She has offered a $25 gift card to the member who has the most one to one sessions by the February meeting.

Educational Program

Janice Rasmussen introduced the educational program: Round Table Discussions.

Each member will be able to choose 3 discussions and will have 15 minutes to attend each session.

Table 1 – “How to Avoid the Pitfalls in Working with Chronically Disorganized Clients” –

Cris Sgrott Wheedleton

Table 2 – “Using Evernote to Create and Simplify Workflows for Small Businesses” -

Pierrette Ashcroft

Table 3 – “Seven Counter-intuitive Things About Selling”- Jane Campbell

Table 4 – “Green Organizing: Why it’s Too Good to Waste”-

Terri Fischer & Alonso Zamora

Table 5 – “Using Scanning Technology to Store and Organize Your Electronic

Files”- Penny Catterall

Table 6 – “Photo Organizing: Tips to Help Clients So it Doesn’t Have To Be Scary.”

Jody Al-Saigh

Chapter Business Meeting

GO Month/Community Partner – Stephen Bok and Max Levitt with Leveling the Playing Field

The new warehouse is ready to be organized this Saturday January 10. Max thanked everyone who has volunteered to help out.


JAN. 10 – GO Month Volunteer Activity

JAN. 15 – Rt. 66 Neighborhood Group Meeting

JAN. 20 – Maryland Book Club Meeting

JAN. 21 – Arlington /Alexandria Neighborhood Group Meeting

JAN. 25 – Golden Circle Meeting

JAN. 26 – Rockville Pike Neighborhood Group Meeting

FEB. 2 – NAPO-WDC Chapter Meeting in Fairfax, VA

FEB. 12 – Virginia Book Club Meeting

Door Prize Drawing – Cara Bretl

Our door prize winner was Janice Rasmussen.  

The next meeting will take place on February 2, 2015 in Fairfax, VA.

Time to Join NAPO-WDC Leadership Team?

December 29th, 2014
Eileen LaGreca, NAPO-WDC Board President

Eileen LaGreca, NAPO-WDC Board President

Every January NAPO-WDC begins the New Year with its board election process.

Just as many of us make yearly goals for our businesses, it’s time to consider how we can each contribute to our local chapter. There are many ways to volunteer throughout the year, but being part of the leadership team helps us maintain our excellence and grow our chapter.

There are many reasons members decide to take on leadership roles. We want to provide direction for the group. We want to be part of a team that respects each other and takes pride in the work we do. We realize that our chapter needs to change and adapt as our industry does, and we want to be part of it.

While volunteering can be demanding at times, the benefits far outweigh the effort. Leadership team members learn new skills in a trusting environment. We learn to communicate better and become more tech savvy. We use our talents to improve our professional association. We make new friends and expand our network.

Last but not least, we have fun!

Is this the year you’d like to run for a position on the leadership team? If so, applications are available on the Members-only section of the NAPO-WDC website now to February 21. 2015. You can also request an application from Janet Schiesl

Happy New Year!


2 Low-Tech, High Productivity Task Pads

December 22nd, 2014

At the most recent NAPO-WDC meeting, some of the chapter members presented their favorite organizing products. Here are two of the low-tech, productivity-yielding products that stood out. They are task pads for keeping track of your action items, but they are a little different than the usual to-do lists. Check them out!

keyboard weekly planner notepad

Susan Kousek told us about The Stripe Weekly Keyboard Notepad.

This is what she has to say about this task pad:

“Since the entire pad sits in front of your keyboard, you can plan a couple of weeks or more in advance. When I plan my week, I write in each day (using a Sharpie) my client appointments and major projects I’m working on that week. With it always right in front of my keyboard, it’s a constant reminder of all I have to do in that short time period! I love the bright colors and the fact that the squares are large enough to write 2 or 3 things on each day.”

You can get it at The Container Store or My Lulalu.

Jody Al-Saigh told us about the Desktop To-Do Board.

dry erase to do board

This is what she has to say about this task pad:

“I like having the day’s to-do list on hand and being able to be change it quickly. In the past, I had used notepads on my desk and always had to rewrite them as plans shifted. I like the dry erase board, because I can erase tasks that I have completed. It’s the same size as a desktop notepad and stands at an angle so as not to get lost under a pile of papers!”

You can get it at The Container Store.

These are just a few of the favorite things that were presented at the December 2014 NAPO-WDC meeting. We also learned about a new type of hanging file folder, some really useful apps, office storage boxes and more.

Don’t miss out! Be sure to attend the next meeting. Happy Holidays and Happy New Year everyone!

December 2014 Meeting Summary

December 8th, 2014

The NAPO-WDC chapter meeting was held on Monday, December 1, 2014 in Fairfax, VA. There were 37 members and no guests in attendance.

Eileen LaGreca welcomed everyone.  

 Our Corporate Partners in attendance:



Lori Krause

Building Bridges Partners

Alonso Zamora


Dr. Dale Keeton


Erol Unikel

Home Video Contents

Sharon Bliss

Book Bliss Online

Andy Reiman

Modern Image

Guests: Mrs. Erol Unikel

Our December meeting celebrated the upcoming holiday season and the 20th Anniversary of NAPO-WDC! 20 years of learning, sharing and doing – well done all!

Educational Program

Teri Fischer introduced the educational program: “My Favorite Organizing Products” presented by NAPO-WDC organizers.




Where to Purchase

Square Credit Card Reader



Keyboard List Pad


Container Store

Find It Hanging Folders

$12-$21/box of 20

Staples; Office Depot; online

Desktop To-Do Board


Container Store

Wunderlist App


Apple or Android App




Evernote App

Free or $5/mo. upgrade


Really Useful Boxes


Staples; Office Depot

Pouch for Square (protection for Square CC Reader)



Laser Measure (Bosch)


Staples; Office Depot


Free or $12/yr. upgrade


Wise Stamp (electronic signature)

Free or $48/yr. upgrade


30/30 Time app



Chapter Business Meeting

GO Month – The NAPO-WDC GO Month project with Leveling the Playing Field will be held on January 10, 2015. More details and information will be on the website by the middle of December. If you are interested in volunteering or would like more information, please contact Stephen at marketing@dcorganizers.org

Upcoming Events (times and locations can be found on the NAPO-WDC website)

DEC. 4  Virginia Book Club Meeting

DEC 18 Rt. 66 Neighborhood Group Meeting

DEC. 22 Rockville Pike Neighborhood Group Meeting

JAN. 5 NAPO-WDC Chapter Meeting in Bethesda, MD

JAN. 20 Maryland Book Club Meeting

JAN. 21 Arlington /Alexandria Neighborhood Group Meeting

JAN. 25 Golden Circle Meeting

The next meeting will be January 5, 2015 in Bethesda, MD.

The New Mobile Wireless ScanSnap

November 19th, 2014

So I couldn’t imagine what else Fujitsu could come up with to surpass their already amazing line of scanners, when lo and behold, I got an advance sneak peak at their latest product, the iX100 Mobile Wireless Scanner. Yes, mobile AND wireless!

This wonderful little scanner (only about 11 inches long, 1.5 inches tall and 14 oz) combines the portability of the S1100 and the wireless capability of the iX500 in one compact package that I can actually put in my briefcase and use anywhere I feel like scanning, including my local coffee shop.

It works like this. The iX100 has a lithium battery that can power the scanner for up to 260 single sided scans. (You can charge it any time by plugging into a USB port or USB charger.) That means no cords at all except when it’s charging and for the initial set-up. In the set-up, which is made extremely easy for both Mac and PC with the included software, the installer will ask if you want to enable wireless scanning. You definitely want to do this!

One feature that I was very excited about with the introduction of this latest ScanSnap was the new ScanSnap Receipt application that accompanied it. This has been a long time coming for ScanSnap, and is one of the only things its main competitor had that it did not. All the information can be exported into a CSV file which can be very handy at tax time to hand over to your accountant, rather than a shoe box full of illegible receipts!

All in all, I am very excited to introduce this latest scanner to my business-organizing clients who work out of the office and need to scan documents and business expense receipts on the go. The iX100 is a very welcome addition to the ScanSnap family and I am looking forward to putting it through its paces over the next few months.  If you would like to read more about this scanner or any other Fujitsu ScanSnap, you can do so here.

Penny Catterall of Order Your Life, LLC offers in-person professional organizing services for clients in the Washington DC Metro area and virtually, around the world.  She specializes in home office and small business organization and helping her clients go paper-less.