Tag: Top Tips

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 […]

The Challenge Of Running Your Own Business Is Knowing Your Worth

Determining your pricing is one of the hardest decisions to make. Price too high and you step out of your customers comfort zone, charge too little and you undermine your worth. If you find yourself questioning your decisions when it comes to your process, or you just need to remind yourself exactly what it is […]

Setting and Reaching Your Business Goals in 2021

Before you set your 2021 goals, be sure to consider all your opportunities for lowering costs and increasing revenue. The pivots you have made to adjust to this year’s challenges might open new doors, like online sales or selling to new audiences. So, with that in mind here are 3 strategies for approaching business goals […]

10 Step Action Plan For Chasing Late Invoices

You’ve delivered on your work, set your payment terms and sent an invoice to your client. But the payment is overdue, and you haven’t received a response or update. But no need to panic just yet! There are several ways to manage an overdue invoice without compromising your professional relationship with your client. 10 step […]

10 things all businesses need to action before Christmas

Sadly (or joyfully) Christmas is already almost upon us.  Seriously where did this last year go?  Here are some quick, timely and relevant reminders for every business to check out and be sure to action before they close for the Christmas holidays. Organise your Christmas closure If you are 100% closed over the Christmas break […]

Christmas Is Coming… And So Is Your Tax Return Deadline

Every year, over a quarter of people that are due to file a Self-Assessment tax return complete it in the final 4 days before the 31st January deadline (stresses me out just thinking about it), with over 5% of returns being filed in the final 24 hours!!! However, leaving it to the last minute comes with so […]

Top Tips For Shopping On Black Friday For Your Business

It’s Black Friday this week and a lot of small business could benefit from getting all their big purchases like laptops, printers and tablets at a discounted price. I use this time of year to do just that, so I thought I would share a few helpful tips of how I research and plan what […]