09 September 2016
BUSINESS TIPS
Smart, Easy Online Solutions that make Bookkeeping Fun
Small business owners often find filing and storing paperwork tedious. This leads the business owner to procrastinate without any real action.
What filing tips and tricks can I share to empower you to begin being more consistent?
Why not begin with a recurring action station?
All the paper work that you need to “act” on this week or the next few weeks should be allocated to a Action Station.
You DO NOT put into the action station any long term referal information, legal papers or filing items.
File legal papers and documents immediately or place into your safety security box.
Put aside some time to organise your thoughts and then create your action station.
YOU WILL NEED
Think about all the regular mail, bills and other items that you have every week to attend to every week
Then if you have a Business
BEGIN LABELLING YOUR FOLDERS
These are just a guide to get you going, but you are welcome to copy…..
Personal
Correspondence to complete
Claims – Medical
Contacts to enter
Items to FileBills to Pay
Items to Read
Bills/Receipts to Process
Blog Articles
Correspondence to complete
Database to Update
Invoicing to Process
Purchases to make
Webpage to update
GOING PAPERLESS OR FILING ONLINE
As small business owners we have never had the amount of choice that we experience today.
If your goal is to achieve a paperless office it’s extremely cost effective and easy to do so.
I use a combination of Dropbox, Evernote and Google Suite where I save all my office documentation.
However, there are more options than I care to mention in this blog article.
Are you mobile and require syncing between devices?
Do you want to use your own cloud storage application in office?
What regulatory rules and legislative requirements are you required to follow?
How will you ensure that your private documentation is safe from Cyber Attack?
What option/s will you put into place to have additional backups in case one option is corrupted or hacked?
These are all very important questions to have the answers for, once you know where you stand you can then decide on a cloud storage option to suit your needs.
In the end, it’s important that you “have” a system and consistently use it to keep on top of your work.
Ensure that once you have completed your “action” the paperwork is shredded, filed or posted. To be replaced with the “new” paperwork that needs your urgent attention.
Having a system saves you time and worry when you can put everything in it’s place and can find it when you need to.
Amanda Hoffmann is a registered BAS Agent No.18613005, Associate of Finance, Xero & Myob Certified Consultant, a Queensland’s Quickbooks Trainer and works with the ATO on their advisory boards.
She says she is more than just a bookkeeper with experience in real estate investing, social media, podcasting, public speaking and blogging.
Amanda would love to train you to use accounting software, if you need help fixing a messy account or general assistance with automating your administrative duties to save time and money.
