3 go-to software solutions for any business
When running a business, you want to use all the tools at your disposal to create a workspace that feels productive and good to be in.
While there are hundreds of different software solutions out there that can help in every area of your business, this blog describes the three most critical in any business, in my opinion.
How often have you asked ‘where did the day go’?
If you’re not aware of how much time you spend in each area of your business, how do you expect to increase productivity and as a result, your profits?
Time tracking software, even if you don’t bill by the hour, is essential for working effectively. Every business owner, at some point or other, will be working on their business rather than in it, and the time spent here is just as important to track as client work.
By knowing how much time you’re spending on different business tasks (as opposed to client work), you can see what jobs are taking up your time and what shouldn’t be.
This allows you to delegate the time-consuming or low-value tasks that need to get done but not necessarily by you. You can then focus your time on the efforts that make more of a difference to your business.
Clockify is a great tool for tracking your time and is the one I use in my business. I also like the ability to track time for my team and get the report I need to bill clients correctly.
Another free alternative I recommend is Toggl. Whichever you use, tracking your time will give you insights into how you operate as a business.
There are a few good accounting software options out there, but the combination of Xero and Hubdoc has to be my favourite.
It is vital to keep up to date with your business finances for any sort of projections, funding and analysis of how your business is doing. But it doesn’t have to be hard work.
Using Xero helps you track everything for your business finances, from out-going payments and client invoices to tax liabilities and financial reporting. It’s easy to set up (we can help you with that too if you need it), and once you understand the basics, you can keep on top of your finances instead of dreading the day your accountant contacts you for your records.
The integration with Hubdoc makes it even easier as it captures your receipts with a simple click and imports the data into Xero for you. Before you even leave the shop, your bookkeeping is half done!
If you don’t have a bookkeeping system set up, then I highly recommend Xero and Hubdoc as accounting software that will make your finances easier to manage.
And if you do have it set up and are struggling, give me a call. I can solve most niggles in 15 minutes, for free, and get you back on your feet again.
One of the most important processes to get right is the on-boarding of new clients.
By making this process slick and easy, you transform the way people value the relationship. They instantly feel in safer hands and have more confidence in the choice they have made in working with you. To read more about onboarding clients, click here.
Adobe sign is an electronic signature app that you can integrate with Mircosoft, Google, Salesforce and other programmes that allows you to collect signatures for your contracts easily.
It takes only a few minutes to generate a contract and all the client has to do is sign it digitally. They can do this at their desk or on their phones on the move.
It’s a simple solution, but it creates a great first impression.
Choosing the right software for your business can make all the difference to your day-to-day running and enjoyment of your business.
The three recommendations above are vital to my business and if you don’t have software in place that covers these areas, these would be my go-to solutions.
If you want help in setting up processes and software that help your business and save you time, contact us to see how we can help set you up for success.
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