Month: October 2021

The trick to growing and reducing overwhelm at the same time

“I’m growing but struggling with time and stress so how would you advise I start to delegate so I can grow without the overwhelm?” The best way to address stress and overwhelm is with my three-column trick for how to start delegating.  I’m often asked: “I don’t know how to outsource. What should I ask […]

How to streamline your quoting process

“I want to streamline the quoting process and make it more effective but I just don’t know where to begin?”   What’s your current quoting system? What’s your process?  Do you have one?  Why should you have one?    It saves time. If you are using invoicing software, and not using the quotations within that, […]

How to choose the optimal CRM for my small business

When it comes to CRM systems for small business owners, how does one begin to choose and what’s your favourite? First, think about what you want your CRM system to do. For example, if you want your CRM system to talk to your invoicing system but there’s no link or integration between the two systems […]

How to choose the ideal financial software package for my small business

So many financial software packages. How do I choose and what’s your go-to recommendation? My go-to recommendation is, stick with what you know but learn to use it fully.  Get someone to train you, or set it up for you so you’re using it to its full potential. I’ve worked with many businesses that are […]