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Strategies to Maintain an Organized Small Business

By January 30, 2020 February 3rd, 2020 No Comments

The start of a new year brings motivation for setting resolutions and goals. But no matter what time of the year it is, maintaining an organized small business should be a top priority for any business all the time.

If keeping your business running smoothly, efficiently, and in an organized manner is something you haven’t thought about at all, then you better get started right away—starting with these top, easy-to-implement strategies. 

Strategies to Maintain an Organized Small Business

1. Automate business workflows

Business workflow automation takes technology and makes recurring tasks or processes in business more efficient by replacing the manual effort. Yet, according to a 2018 Forrester report on Digital Transformation, up to 22% of businesses still have not set up workflow automation—which is critical for increasing customer satisfaction and growing business revenue in 2020. 

Ways you can streamline a more efficient, organized small business is to use tools like Trello, monday.com, or Asana to handle your project management. Calendly, and Doodle are both great tools to help manage your daily appointment scheduling. And for streamlining your financial management and client invoicing, Kashoo is the perfect all-around tool.

2. Plan and schedule your social media campaigns in advance

A marketing budget can often be unaffordable. Using a social media marketing campaign helps to reduce the amount of money that you need to spend to bring exposure to your product or service. Rather than wasting time on publishing posts every day, you should schedule your social media posts in advance. 

Online tools like Later, Meet Edgar and Hootsuite are productive tools that can help bring your social media game to the next level. This simple organization technique will save you countless hours and drastically improve your productivity when it comes to social media marketing.

3. Switch to the cloud

Decluttering any paperwork helps to keep an organized small business. If you haven’t already gone paperless, now is the time. Keeping all your business documents and paper trail in the cloud helps to keep track of everything, rather than scouring through dozens of files and folders all the time. 

Reduce all your documents and receipts to digital scans to ensure that you don’t lose any important information. To make this work for the everyday ‘hustle and bustle’ of being an entrepreneur, you’ll need a simple strategy to quickly scan and upload documents, even when you’re on-the-go. 

CamScanner is a great app for scanning your paperwork quickly using your smartphone. It allows you to keep files in the app, but you also have the option of transferring them to your laptop. 

For receipts, Kashoo helps you store and track all your receipts even if you’re on-the-go. Simply take a photo of your receipt and the OCR function will match the receipt to the correct transactions from your bank statement. No more manual entry for details like the amount, date, expense category, and applicable taxes. Just scan it, match it, and no more stress!

4. Standardize business processes with templates

Templates are a great tool to help standardize business processes, which ultimately results in a more organized small business! Instead of having to start a report from scratch, for example, you can resort to a template. This helps save time, strengthens your brand, and keeps things consistent for everyone in your organization. Not to mention your customers on the receiving end will notice the brand consistency as well. 

Templates can be created for nearly anything, including proposals, case studies, invoices, letters, emails, and more.

Kashoo makes managing your small business finances effortless. Just connect your bank account and spend 5 minutes or less every month reviewing your transactions! Using tools like AI and machine learning, we automate all of the redundant bookkeeping tasks that you dread doing. See just how easy it CAN be and sign up for a free trial today!

Stay on top of your bookkeeping with Kashoo