Going on vacation is so relaxing and fun, right? However, when you are a small business owner, you have to not only pack and go, you also have to do tasks that will keep your business going before you leave. I read an article that said small business owners should take a minimum of 4 weeks per year, a week at a time (once a quarter). But, how will you pull that off, you may be wondering. It's essential to have processes in place to allow you to leave, and your business will not stop … [Read more...] about 4 Things To Do Before Going on Vacation
Small Business Procedures Tips Archive Page
Welcome to our Small Business Procedures Tips Archive Page to help you and your business streamline processes. Read the archive posts for tips to use in your business.
How to create checklist or procedure lists to improve productivity in your business
Do you have issues remembering every step to your business process? Get frustrated when you forgot a step? Do you feel like you can't delegate a project because you are afraid that the other person will miss a crucial step? Well, you are not alone. All small business owners have these worries. For a small business to succeed, the company needs to have structure. Step by step instructions documented will help not only the person who is doing the task but also allow another to do the duties if … [Read more...] about How to create checklist or procedure lists to improve productivity in your business
The Pros for Using Templates and Checklists
A lot of self-employed small business owners are sole proprietors that work by themselves or with clients and don't feel the need to make a checklist or template of what they on a regular basis since they are the only one doing the tasks. Though, if they get sick or busy, the tasks are not completed. Then, they feel overwhelmed and anxious, frustrated that they can't finish their projects. I am here to convince you that making templates and checklists are critical to your small … [Read more...] about The Pros for Using Templates and Checklists
How Long Should I Keep Business Records
How long do you keep your business files? Do you keep them forever or do you get rid of them after a certain length of time? Keeping files for a business is different from keeping your personal files. There are many different types of business files that need to be kept at different lengths of time. Over the years small business owners have asked me these questions. To be honest, the IRS doesn't have a clear, across the board answer to this question so here is what I suggest. If you wish to … [Read more...] about How Long Should I Keep Business Records
How to Show Income Breakdown on a Profit and Loss Report
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
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
Saving Time Using Pinterest – Advice For Your Small Business
As a small business owner, we need to save time wherever we can. This week, I will be talking about saving time using Pinterest for your small business. Yes, I know this sounds like an oxymoron statement, but it isn't. Benefits of saving time using Pinterest: If you are a visual person and need to see things to remember them, Pinterest has lots of images to keep reminding you of tasks that need to be done. After all, it is an image-based social media site. Planning events for your … [Read more...] about Saving Time Using Pinterest – Advice For Your Small Business
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
3 Ways to Organize Your Small Business Files
Your office files can get very disorganized if you don't have a good management system established. By not having it organized, it will result in undue stress for you and your employees. Taking the time to organize these systems will make your business run more smoothly and will reduce stress for you and your employees/clients. Here are three powerful ways to organize your home and office files. 1. Sorting by color coding: Use different colors to represent different types of data. Try green … [Read more...] about 3 Ways to Organize Your Small Business Files
