Category: Blog

How to manage creditors better

“My creditors are taking up a lot of my time. How can I manage them better?” Here are my top tips for managing creditors better. Clear communication and transparency at the onboarding stage Your customers will listen twice as hard and take in twice as much when you are onboarding them. At the onboarding stage, […]

How to manage your receipts and keep them organised

“My receipts are always in a mess and it takes me ages to get them sorted out and into Xero. What are your top tips for keeping my receipts organised and getting them into Xero efficiently?” Keep all receipts in an envelope or folder. Find somewhere to keep your receipts organised, like a folder or […]

How to automate your bills to Xero using Hubdoc

“How do I automate my bills to Xero? And why doesn’t my Xero invoice automatically upload to Xero?” It is a pain to manually add bills into Xero. So we don’t recommend that you do that. Xero has a free app called Hubdoc that you can use to email (or upload via the app) all […]

How to manage debtors better: Three easy tips

“Managing my debtors is taking too long. How do I manage my debtors better?” It shouldn’t take more than 10 minutes a couple of times a month to manage your debtors, depending on how many there are. Here are my top tips for streamlining the process. Make sure your bills are in Xero Ensure that […]

Top 10 tips to manage time and distractions better in the new year

Since lockdown, whilst we are more understanding about distractions like the doorbell or the dog barking, we are still reluctant to shut out the noise of texts, WhatsApp messages and social media.   These are my top 10 new year tips for reducing distractions and managing time more effectively. For more focused time to meet […]

Why is delegating your self-assessment more efficient than doing it yourself?

“How do I delegate my self-assessment? Won’t I need to gather all my paperwork together? I might as well just do the whole job myself?” There are a few reasons why outsourcing your self-assessment is more efficient than doing it yourself. Firstly, anxiety and overwhelm around hitting the deadline.  It’s already November 2021. There are […]

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 […]