Archive for the ‘finance’ Category

Painless Annual, Quarterly and Monthly Returns

Tuesday, April 16th, 2013

I was using my Cabre’s Financial Administration map today to complete the annual return to Companies House which confirms who the directors , shareholders etc. are. It’s been online for several years and the fee even went down this year from £14 to £13!

As using the map made it very easy for me to complete and the original post about it was in 2008, I thought it might be worth reminding you of the benefit of using Mindjet for this. The process went like this:

  1. Received reminder email from Companies House. Click link to submission page.
  2. Open Cabre Finance Map > Companies House branch. Copy password, registration no. and authentication code to submission page.
  3. Complete submission. Paste submission number and payment reference on this years return branch.
  4. Use Outlook MindManager Add Ins to paste confirming emails on branch.
  5. Add a topic with date and topic alarm for next years submission.

I use similar processes for VAT, PAYE, Corporation Tax, Insurance, Annual Accounts.  All the web links, log in details  and records of past transactions are on one map.

Simple.

Finance Annual Return mind map

Guest post on the Mindjet Blog – Creating a Financial Dashboard

Monday, March 29th, 2010

My moment of stardom a guest blog on the Mindjet Blog.  A series of details from a larger map which shows how I have Create a Financial Dashboard for running Cabre with MindManager. There are links to the UK tax authorities for VAT, PAYE, National Insurance and Corporation Tax, and Companies House. It can be used for any business of course.

Who are the potential users of MindManager during the Credit Crunch

Tuesday, February 10th, 2009

This hopefully short period of global financial upheaval has a variety of effects. One aspect is that some people are getting incredibly busy dealing with the fall out and others may be less busy now but need to plan for the future. Some obvious examples of the busy people are Human Resources and Insolvency Practitioners. Other who have been made redundant will be planning their future, perhaps realigning themselves.

Here is my brainstorm about this issue.

Who do you feel needs the extra help MindManager can give them during this period?

I remember when I first used mind mapping 14 years ago it was to map out the business I had just joined. I had moved from the centre of Unilever in The Netherlands to Anchor Foods in Swindon. I had worked for Unilever for 17 years and understood the people, culture and processes. Anchor Foods was at the far end of the New Zealand Dairy Board and I knew nothing about them. I used mind mapping during all my induction meetings to create a picture of how this business worked, what my role as Chief Engineer was, the relationships and the priorities of the business. When you walk into a new situation, you need to quickly assess what is happening and what to do. Creating maps and being able to see a big picture made me much more comfortable with the situation. Have you had a similar experience?

Using MindManager to create a Financial Information Map

Wednesday, October 29th, 2008

The map below is the one I use to get at all the tax and financial information I need to run my business. It contains links to government web sites and documents e.g. HMRC, VAT, PAYE. There are links to my company documents stored on my PC (they all link to a dummy document in this version) templates for dividends & minutes or the actual documents or copies of documents produced by submitting my VAT etc.

There are also topic alerts to remind me complete my next VAT Return or Corporation Tax.

There are links to my on-line banking sites. You will have noticed I blanked out the user names and passwords. The map I use only contains discrete reminders.

There is also a set of topics that maps out how to complete the PAYE processing required once a month. I can never remember where all that stuff is.

What is the benefit of this? One place to go to get at all my financial information and to add knowledge as I find it. If I could discover the way to get direct links in to my accountancy package they would be there to.

Click on the image to see a full size map. All the links to web sites can be clicked. You can download the MindManager map and some of the linked documents as a starter for ten for your financial dashboard.

A MindManager map with links to tax and finance web sites: HMRC, VAT, PAYE, Corporation Tax  Includes downloadable documents and and the orginal MindManager map