Your small business can get complicated very quickly. Taking the time to review and set up processes will help you get your business back in shape more quickly before it gets out of hand. Today, we are talking about ways to take action and simplify a process in your business, so it works better for you. Whether you are a solopreneur or have a few employees, streamlining your systems will not only save you money, but it will also make room for additional clients. If you are looking to get more … [Read more...] about The Complete Guide To Simplify A Process
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.
4 Free Hours Tracking Apps for IPhone
To keep track of hours, I have used a rudimentary process for a long time now. I would write my start time on a sticky pad, and then, after I finished the project, I wrote the end time. Then, I would add the total time to QuickBooks so I could invoice the client. Easy, right? Wrong. There were issues with this system. I would sometimes forget to write the start time. Not good at all. To rectify this situation, I would go to the previous client email that lists the completed task summary and … [Read more...] about 4 Free Hours Tracking Apps for IPhone
Important Tips to Delegating as a Small Business Owner
As your small business grows, you may be wondering how to delegate services to others. Whether you are delegating tasks to employees or subcontractors, there are some things you should know as a small business owner. But before we get into the tips, let's talk about how to find the right person. How to find the right person to delegate tasks for your small business? Taking the time and interviewing more than one person is essential. You may be rushed and just don't want to spend a lot … [Read more...] about Important Tips to Delegating as a Small Business Owner
How to Make an Effective Task List For A Sole Proprietor Business Owner
When establishing your business, you may forget how to do different steps for a particular job. It's OK. You are doing a lot so you are bound to forget. To help you remember better, make a task list for each process that isn't done often. What task lists should be created? Some examples of task lists are quarterly estimated taxes process, emailing customers reminders about upcoming services, working on social media engagement jobs, and creating blog posts. Why make a task list for my sole … [Read more...] about How to Make an Effective Task List For A Sole Proprietor Business Owner
4 Things To Do Before Going on Vacation
Please note these are affiliate links through Amazon, and at no additional cost to you, I will earn affiliate fees if you decide to make a purchase. … [Read more...] about 4 Things To Do Before Going on Vacation
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
