The truth is, after a big year of running your own business, all you want to do is take a break. But the end of the year is actually the best time to get organized for the year ahead. Just a little bit of effort now will go a long way to ensure 2019 is your best year yet.
We’ve pulled together our top tips and favorite resources that will help you get yourself organized, and start the new year with a bang.
Wrangle your inbox
Waking up to a mountain of emails is never a good start to your day. Decluttering and organizing your inbox is a great way to get in control, and can actually help you reclaim an hour or two in your day.
A good place to start is with Unroll.me, a service that can automatically unsubscribe you from all of those mailing lists that are cluttering your inbox and distracting you from important client emails.
Once you’ve cleared out all unnecessary newsletters, setting up some auto-filters to direct any of your personal emails into a specific folder is another way to keep your inbox under control. You might also consider setting up a dedicated inbox folder for each of your clients. These subfolders make it quick and easy to reference emails later, and prioritize which ones you need to read first.
Befriend the cloud
Google Docs is another popular tool that allows you to store, share and access your files from one secure place. A great feature of Google Docs is it’s easy word processing and collaboration capabilities, which allow multiple people to view and edit the same document in real time.
Digitize your notes
Writing your job notes, billable hours or client details on a piece of paper is never a good idea. Apart from it looking unprofessional, things get lost. Put down the sticky pad and whip out your smartphone when you need to jot down a quick note or to-do list. Apps like Todoist make sure your digital notes are accessible from all your devices and can easily be shared with customers and colleagues.
Invoice, expense & make appointments like a pro
Invoice2go is the easiest way to track your work, create and send invoices and get paid faster. Invoice2go’s mobile payments feature does a lot of the legwork for you, allowing your customers to pay digitally, so you never have to chase down missing payments again.
Invoice2go is much more than just an invoicing tool. Our new appointment scheduling, time tracking and Xero integration features are a great way to get yourself organized with minimal effort, and to ensure you get the most out of your workday. Learn more about them here.
Automate your mileage tracking
Take the guesswork out of your mileage logging by setting up a mileage tracker, like MileIQ, on your phone. MileIQ works in the background as you drive, automatically logging your miles and creating a record of all your tax deductible and reimbursable mileage. With MileIQ, you can move confidently into 2019 knowing that you’re not going to miss a thing.
Get social with Hootsuite and Later.com
Most small businesses are now up and running on an array of social media sites. While this is a fantastic way to maximize your brand’s visibility, managing your social media posts can be time consuming and, quite frankly, overwhelming. With tools like Hootsuite and Later.com you can automate your social media marketing efforts from a single dashboard, and schedule effective social content.
Use a password manager
Appointments, addresses, job numbers, hours, client names, and so much more. Small business owners have a lot to remember in any given workday. Services like 1Password and Remembear offer you a great way to free up much needed brain space as they allow you to safely save all of your passwords, and log in to sites with one single click.