3 Tips to maintain Business Productivity

By Vik Naidu

Blog Post (20)
  • During this time of year, productivity is not just a word, it’s a way of life. You firm needs to be running at maximum efficiency to keep your clients happy, your firm running and your books full. Ask yourself this question…are you busy being busy or are you busy being productive?

    One team, one dream – personalised tasks, shared dashboard

    Plan, assign and collaborate with your team and your clients through one shared Work dashboard and never miss a deadline again.

    The best part is that your entire firm share the same dashboard, for insight into your productivity, but you can filter based on your own tasks and deadlines for focus and efficiency.

    Recurring tasks – set and never forget

    When it comes to managing your practice, you shouldn’t be bogged down in the tedious admin of scheduling jobs that occur all the time.

    When it comes to managing your practice workflow, manage all the jobs you have on the go with Projects. This feature helps you track and automate those repeating tasks, like BAS statements or payroll, at the frequency you choose.

    Turn projects into billable work – two birds, one stone

    Now you’ve got project switched on, be sure to go into your account settings and connect projects to “your books”. From here, you can allocate tasks and time to staff members and then invoice your client for the time spent all from one screen.

    So now you can focus on providing your clients with insights and ongoing value, instead of focusing on the systems required to run your business.

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Adarsh Dutt
Strategic Business Accountant
I am highly passionate about helping small business owners save more time and money through automating lazy accounting tasks using cloud-based accounting technologies so you can spend time with your family, fulfil your passions and do the things you love!

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