Time Saving Tips

More Helpful Tips

• Write a quick "to do" list for the following day. Better yet, use Customer Manager’s To Do List feature and connect it right to your client.Once a week, clean out your e-mail inbox. Regular cleaning saves you time and will prevent your inbox from reaching its maximum storage limit.
• Finally decided to go paperless? Hire local high school students over the summer to do the initial scanning.
• Double guessing what you need will result in duplicates indeed! Put your office and client supplies in one place and group similar things together. End the search! End the waste! Put all your supplies in one place!
• Do the worst thing first. Schedule one activity you do not like to do before your morning break, but only spend fifteen minutes on the task. Then complete the rest of your to do list!

Tips for making your business easier and more organized.

Time Management
Customer Manager integrates with QuickBooks. Better still, it is an excellent contact database to e-mail clients, clubs, and networking groups. It can also create mailing labels, letters or announcements. Customer Manager allows you to code your contacts with each contact having more than one code.
Use Customer Manager’s "To Do List"  feature and connect it right to your client.Once a week, clean out your e-mail inbox. Regular cleaning saves you time and will prevent your inbox from reaching its maximum storage limit..  Do the worst thing first. Schedule one activity you do not like to do before your morning break, but only spend fifteen minutes on the task. Then complete the rest of your to do list!

Scan and E-mail
Purchasing the right equipment for an office is essential. An automatic feeder and printer software can make scanning as easy as filing.  E-mailing your invoices and informational brochures to achieve a quicker response from your clients is highly recommended.  Going paperless? Hire local high school students over the summer to do the initial scanning.

Dual Monitors
Dual monitors makes reading e-mails and processing work easier. No more flipping and no more one-use printing.

Organization
Let us show you how easy it is to electronically file all of your documents. Archive your files on a CD for easy access years later. Electronic files are fast, easy to find, easy to store and less mess on your desk.

Client Documentation
Setting up e-mail folders for each client allows us to accumulate data until the scheduled appointment. This allows our clients to send us information as they receive it and it does not pile up on their desk or ours.

Get Money Faster
No more trips to the bank. On-line credit card payments and check scanning are the fastest way to get your payments into the bank and QuickBooks at the same time! Set up automatically recurring credit card payments from clients.

Payroll On-line
Process your payroll in QuickBooks or download directly into QuickBooks. Quick – Fast – Easy.

Paying Bills On-line
Pay your bills electronically within QuickBooks on Intuit’s Bill Payment System. No more duplicate data entry!

Make Your Bank Work for You
Download your debit and credit card charges directly from the banking institution into your QuickBooks registers. No more lost receipts. Frequent downloading will help to eliminate guess work or missed expenses later on.

Advertising
Even "Going Green", people still love paper. Let us show you how easily we organize and complete our New Client Blue Folders and Presentation Folders.

Must Have Supplies
All offices have them. Let us show you how we keep ours and our clients’ documents safe with easy access.  Put your office and client supplies in one place and group similar things together. End the search! End the waste! Put all your supplies in one place!

On-line, Quick and Easy Postage
Cut back on mileage. Purchase postage and set up pick up times for your packages. Label and letter templates simplify the process.