💡Use a year at a glance spreadsheet to plan and set goals for your bookkeeping business.
⏰Plan your ideal week by creating a schedule and prioritizing your tasks for maximum productivity.
📁Effectively utilize Google Drive to organize and store important documents for your business.
📧Manage your email inbox efficiently by setting aside specific times to check and respond to emails.
🏗️Implement a project management system, such as Asana, to stay organized and meet deadlines.
How can I effectively plan and set goals for my bookkeeping business?
—Use a year at a glance spreadsheet to visualize and track your goals and progress.
How can I prioritize my tasks and make the most of my time?
—Plan your ideal week by creating a schedule and allocating time for important tasks and activities.
What are some tips for organizing and storing important documents?
—Utilize Google Drive to create folders and categorize documents for easy access and organization.
How can I manage my email inbox efficiently?
—Set specific times to check and respond to emails, and consider using tools like Freedom 2 to avoid distractions.
What is a recommended project management system for bookkeepers?
—Asana is a popular and effective project management system that can help you stay organized and meet deadlines.
00:00In this video, you'll learn smart ways to work efficiently as a bookkeeper.
01:02A year at a glance spreadsheet can help you set goals and track your progress.
01:59Plan your ideal week by creating a schedule and prioritizing your tasks.
03:01Utilize Google Drive to organize and store important documents for your bookkeeping business.
05:28Manage your email inbox efficiently by setting specific times to check and respond to emails.
06:33Implement a project management system, such as Asana, to stay organized and meet deadlines.
