Are you a Workaholic Business Owner? It seems like there is more and more to do with less time. Here are 3 ways to help you be more productive and have more fun!
1. Use a good Customer Relationship Management (CRM) tool. Personally, I use #cloze. This is where I can sync my umpteen emails into one place. I can respond quickly from each specific email that I own. My phone calls, emails, and calendar are sync’d into Cloze, and I am getting ready to upgrade my subscription to do more via cloze. A CRM tool helps you organize everything into one place so you can find things later, communicate well with clients and prospects, and schedule posts, emails, and tasks.
2. Use a good Task/Project Management tool. I have used several tools in the past, like Clickup and Trello. Right now, my favorite is #Any.Do. It is really beautiful, gives me encouraging messages when I finish tasks, and maneuvers easily on my phone. A good Task/Project Management tool like Any.Do can be sync’d to your calendar and other tools to help you complete work on time.
3. Use a good Bookkeeping tool. My go-to is QuickBooks Online (QBO). It allows me to sync bank and credit card accounts into QBO. That makes it easier to check off and “accept” into QBO what posts to my accounts and categorize income and expenses accurately. When your chart of accounts is set up correctly and you accept entries correctly, QBO financial reports (Balance Sheet, Profit/Loss, Accounts Receivable Aging, and more) help you review your numbers on a regular basis throughout the year. Keeping your QBO current every week helps you wrap up year-end accounting quickly so you can do year-end tax reporting or provide accurate information for someone else to do the taxes for you. I outsource payroll processing (which includes tax reporting throughout the year and year-end reporting) to a third party who specializes in payroll. Payroll is my least favorite thing to do, from a financial and accounting standpoint.
What tools do you find helpful? Please share what works well for you as technology as well as business is always changing. For more information feel free to contact me.
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