small business owner, save time, value money, be more productive
Entrepreneurship
Productivity

How To Save Time and Money as a Small Business Owner

Managing your time and money as a small business owner, can seem like a tedious and time-consuming process in itself. Oftentimes, small businesses feel the need to outsource to other professionals in order to get on top of their finances and organize their time, however, this doesn't have to be the case. Taking the time to invest in learning how to use new tools can ultimately save you time and money. Here are some of my favorites.

My Favorite Apps:

  1. Quickbooks - an all-in-one affordable cloud accounting software that saves you immense time.
  2. Dubsado - a powerful Client Relations Manager that helps you automate your processes.
  3. Notion - an organizational gem that helps you add structure to your workspace and personal life.
  4. Slack - a communication hub for you and your team.
  5. Loom - a video-sharing platform that helps you add a more personalized touch across your communications.
  6. Airtable - a Project Management Software to help you and your team remain productive.

Quickbooks

If you're looking for a powerful all-in-one platform for your accounting needs, Quickbooks is a great choice for small businesses. This software is built for quick and accurate accounting and reporting that saves you immense time and can be accessed across multiple devices! You can send custom-made invoices, set up payment reminders, as well as automating your entire financial management system. With Quickbooks, you can easily setup payrolls to your team, manage and calculate existing tax returns and look at banking transactions so that you quickly track your expenses and deposits.

Dubsado

Dubsado is a great software for streamlining your entire client relationship management process. Dubsado allows you to automate your onboarding and off-boarding processes by enabling you to send and manage your contracts and invoices, so you don't have to spend countless hours chasing invoices. Dubsado also allows you to embed lead capture forms into your website pages, so you have all your potential client's information even before your first introduction.

Notion

Notion is a personal favorite of mine! It's an all-in-one software that helps you get super organized. There's no need to worry about using various tools to keep you organized because you can custom build it to your needs. With Notion, you can take meeting notes, create to-do lists, organize your team, build workflows and more. Notion also provides a bunch of templates for whatever you may need to keep you organized and helps you manage tasks. Notion can also be integrated with multiple tools to form an effective and streamlined system.

Slack

Slack is a communication powerhouse. You can create various channels to communicate with your team members on your team that are working on different projects, as well as a channel allows you to communicate to them all of them simultaneously. I really like this tool because my team and I are able to collaborate and check-in asynchronously with other people. It's an efficient way to communicate and check in with team members collaborating on a project and helps everyone stay on top of tasks.

Loom

Loom is a great video-sharing software. It provides an efficient means of asynchronous communication especially for people who are more visual. It's also a great way to personally connect with your team and clients and can be used from anywhere. Loom also provides transcripts of your video content that can be easily repurposed.

Airtable

Airtable is another project management software that enables your team to collaborate through one single database. It helps you leverage productivity and therefore save time through building systems and workflows. A key aspect about this tool is that you can really personalize it to the way that you and your team work. It also has various views to help you stay on top of processes, manage projects and meet deadlines without various automations and integrations with different tools.

Choosing the right software for you and your team will not only help you save immense time but also money. Systemizing your processes within your business will also help increase productivity and efficiency throughout!

Save & Share this post!

You may also like: