Tag: support

How To Stop Email Taking Over Your Day

Email is a fantastic tool – it’s fast, convenient, you can add attachments and hook it up to all sorts of other software. You’ve got a written record of conversations and you feel like you’re in touch with the world. The problem is, email can take over your entire day. Even when you’re not responding, […]

Effectively Managing Your Time When Covering For Others

Time management is one of the biggest struggles we see in businesses today. This is especially true when you’re having to take on someone else’s responsibilities for a time.  In this blog, I’ll break down how you can manage your time effectively and complete the most important tasks in time without having to sacrifice your […]

Why it’s important to create a smooth onboarding process

Your onboarding process is one of the first dealings with your client and as such plays an important role in the building of a lasting and fruitful relationship. The process you use will be seen as reflective of how you will continue to work with your client, so it’s important to make a good impression […]

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 […]