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Organising Your Business

Organising your business is important so you never have to guess and always have a finger on the pulse of your business.

It doesn’t matter how large or small your business. Organising your business is important and one of the main pillars of business management. There are ways to organise your business without investing large amounts of money and resources. Those who don’t organise, often end up loosing customers and in turn revenue. We share a five tips on how we organise our business.

 

1. Make it easy to communicate

We use Slack to maintain communication with our clients as well as amongst ourselves. We can send documents and chat with our clients without them having to check their emails. By creating a workspace for each client, we are able to not only talk to our clients about their bookkeeping and taxes, we are able to talk to each other about something specific to our client’s work. We use Slack to motivate each other and post updates and celebrate wins. It’s our one-stop communication tool.

 

2.Invest in a project management tool

Our go-to app for managing our work is Asana. We manage our clients work from deadlines to day-to-day tasks as well as our own company operations from within Asana. Each of us starts our work-day with a view of our tasks and we update it as we go. We get to collaborate with each other or work on our own. We don’t miss client deadlines and we don’t have to guess what we have to do and when at any point.

 

3. Use technology to work smarter

Google Drive or Microsoft One Drive are excellent ways in which to store and work on files. By working off these online storage applications, we are never without access to our documents or client files when needed. We all know what happens when you’re in a meeting and you need to check a document quickly and it’s not in the meeting pack! Not to mention, when your laptop/PC is giving you problems! Having the documents saved in the cloud means you can access them anywhere, anytime. We share specific folders with our clients, so they have access to their information and documents as well.

 

4. Keep track of your business finances

You probably guessed that our recommendation would be Xero any day, everyday to issue invoices to customers, record your expenses, manage your cash flow and monitor your business’s performance. We use it for our business and our clients who make use of it, absolutely love how easy it is to use and how it helps them keep on top of what is happening in the business financially. You can invite your accountant to have access to your profile and work together to ensure that you’re not just remaining compliant, but have almost real-time information at hand to make business decisions.

 

5. Automate wherever you can

Head on over to our website and book a call at a time that is most convenient for you and us. We did not have to exchange emails/chats back and forth, nor did we have to spend time on a phone call, just to make a booking for a meeting. That is automation. We use Calendly for this and it works like a charm. We can update our availability as we go and have different schedules for different departments.

 

In order for your business to grow, you need to ensure that you have the processes and systems in place to support growth when it happens. In our upcoming blogs we talk about how to manage your business and personal finances so that you beat the overwhelm and gain control of your business and your life!

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