While in QuickBooks reviewing my client's P&L report, I realized that it didn't show the breakdown of where the money came from. This particular client does not invoice through QuickBooks so the information wasn't being tracked. I wasn't going to add more work to the client's bill to duplicate the invoice process. So, instead, I created a different way to track this information. To save paper, money, and help the client, I created this quick trick on how to show income … [Read more...] about How to Show Income Breakdown on a Profit and Loss Report
Small Business Administrative Support Tips Archive Page
Welcome to our Small Business Administrative Support Tips archive page to help you and your business streamline processes. Read the archive posts for tips to use in your business.
How to Improve Your Project Time Estimation
How often do you estimate a project will take 15 minutes? Then, it actually takes an hour? These days tasks take longer because there are so many distractions that could and will happen while doing the tasks. For example, if you are assigning posts in your Hootsuite account to post later on that week, and then, while doing research for those posts, you get preoccupied and go to another site, which then takes you to another site, and another. An hour or two later, you get back to posting to your … [Read more...] about How to Improve Your Project Time Estimation
How to Quickly Send Holiday Cards for Your Small Business
During this time of year it is great to give thanks to your colleagues and associates. How do you do this? Do you send them a gift? Do you send them a holiday greeting card with a special note in it? There are many benefits for sending holiday cards to them. Below we will discuss the benefits and how to send holiday cards so they get there BEFORE the holidays begin. What are the benefits of sending holiday cards? Sharing your appreciation. Giving thanks is always appreciated. No matter what … [Read more...] about How to Quickly Send Holiday Cards for Your Small Business
5 Ways to Outsource Work to Save You Time and Money
There are many ways to get help for your small business, here are 5 ways to outsource work that will help you stay organized and on target with your business goals. Bookkeeping - simple reconciling of bank account and credit cards statements. Social Media Help - Researching posts online and setting up to post in a Social Media scheduler. Monthly pre-paid hours can be billed on a monthly basis and can be setup in advance to help you. Invoicing - This process usually needs to be done … [Read more...] about 5 Ways to Outsource Work to Save You Time and Money
Accounts Payable Tips Every Owner Needs to Know
Have you ever lost or forgotten to pay a bill? When it happened, how did you feel going on a frantic search for the bill/e-bill wasting time and energy finally realizing you must have deleted it? Anxious? Then giving up and contacting the payee and requesting another bill feeling ashamed that you lost it in the first place. You are not alone. We all have that stressed anxiety when forgetting a task that needs to be done. Here are accounts payable tips that will help reduce stress while doing … [Read more...] about Accounts Payable Tips Every Owner Needs to Know
7 Questions to Ask when making an Effective Mobile Office
If you are like so many people these days, you may work at the office, at home, and on the road. And, keeping all the projects and tasks going while being mobile can be challenging. You need to be pretty organized to keep everything where they need to be when you need to use it. The list below is questions to ask yourself to help your mobile office get more organized and efficient. 7 Questions to ask when creating a mobile office for your small business QUESTION 1: What is and is not working? … [Read more...] about 7 Questions to Ask when making an Effective Mobile Office
How to Track Social Media Followers in your business
I work with several clients that need help managing their social media marketing. From managing a few social media accounts to several accounts, I had to set up a tracking social media followers system that would make it easy for me and them to track the progress of the account. 3 Important Tracking Social Media Followers Tips Here are tracking social media followers tips: Make a list of all your social media accounts: Be sure to include the username and password. Also, add the email address … [Read more...] about How to Track Social Media Followers in your business
6 Tips for Keeping Effective Filing Systems in the Office
Effective filing systems for the office make your business run more functionally. You can find papers easier and save time looking for them. To keep effective filing systems in your office, try these tasks and share them with everyone in your office to keep the system going consistently. Steps to make a filing system more functional Determine how you want to retrieve the files. Do you want the files to be sorted by event, topic, or speaking engagement? Label each hanging and manila folders. … [Read more...] about 6 Tips for Keeping Effective Filing Systems in the Office
Six Ways a Professional Organizer can Help Your Small Business
As you may know, Professional Organizers can do various things for your home, but they can also help you with your business too. Below are the specific tasks that may inspire you to get an organizer can help you get organized in your small business. Analyzing processes in your business. Starting businesses have to grow over time or they go stagnant and become less productive and profitable. So, having a professional come in and take a fresh look at your systems to make sure they are working at … [Read more...] about Six Ways a Professional Organizer can Help Your Small Business
